$701 Million is the total value of YHB Investment Advisors, Inc.'s 187 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -7,495 | -100.0% | -0.04% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -2,783 | -100.0% | -0.04% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -10,500 | -100.0% | -0.04% | – |
| FOXA | Exit | FOX CORP | $0 | – | -10,119 | -100.0% | -0.05% | – |
| FOX | Exit | FOX CORP | $0 | – | -11,534 | -100.0% | -0.06% | – |
| UBNK | Exit | UNITED FINANCIAL BANCORP INC | $0 | – | -35,551 | -100.0% | -0.07% | – |
| OXY | Exit | OCCIDENTAL PETE CORP DEL | $0 | – | -13,592 | -100.0% | -0.09% | – |
| EOG | Exit | EOG RES INC | $0 | – | -8,495 | -100.0% | -0.10% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -10,746 | -100.0% | -0.15% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -41,940 | -100.0% | -0.64% | – |
| STI | Exit | SUNTRUST BKS INC | $0 | – | -75,063 | -100.0% | -0.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 7.2% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 5.4% |
| THERMO FISHER SCIENTIFIC INC COM | 42 | Q3 2023 | 3.7% |
| ECOLAB INC COM | 42 | Q3 2023 | 3.4% |
| PEPSICO INC COM | 42 | Q3 2023 | 2.8% |
| COSTCO WHSL CORP NEW COM | 42 | Q3 2023 | 2.9% |
| DANAHER CORPORATION COM | 42 | Q3 2023 | 2.7% |
| VISA INC COM CL A | 42 | Q3 2023 | 4.0% |
| ORACLE CORP COM | 42 | Q3 2023 | 2.8% |
| DISNEY WALT CO | 42 | Q3 2023 | 2.1% |
View YHB Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-18 |
View YHB Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.