NUANCE INVESTMENTS, LLC - Q1 2022 holdings

$5.59 Billion is the total value of NUANCE INVESTMENTS, LLC's 55 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .

 Value Shares↓ Weighting
LMT ExitLOCKHEED MARTIN CORP$0-739
-100.0%
-0.01%
JNJ ExitJOHNSON & JOHNSON$0-4,501
-100.0%
-0.01%
IJJ ExitISHARES TRs&p mc 400vl etf$0-15,154
-100.0%
-0.03%
BDX ExitBECTON DICKINSON & CO$0-64,222
-100.0%
-0.28%
MNR ExitMONMOUTH REAL ESTATE INVT COcl a$0-1,529,405
-100.0%
-0.56%
CB ExitCHUBB LIMITED$0-709,658
-100.0%
-2.41%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
NORTHERN TR CORP42Q3 20236.6%
SMITH & NEPHEW PLC35Q3 20236.8%
LINDSAY CORP33Q3 20233.7%
DIAGEO PLC32Q3 20235.7%
METLIFE INC32Q2 20234.9%
APTARGROUP INC32Q3 20232.4%
BECTON DICKINSON & CO31Q3 20233.8%
TRAVELERS COMPANIES INC30Q3 20239.2%
AMPHENOL CORP NEW27Q3 20235.3%
REINSURANCE GRP OF AMERICA I27Q3 20236.8%

View NUANCE INVESTMENTS, LLC's complete holdings history.

Latest significant ownerships (13-D/G)
NUANCE INVESTMENTS, LLC Q1 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
CALAVO GROWERS INCApril 06, 20231,892,96510.7%
SANDERSON FARMS INCSold outFebruary 08, 202300.0%
SJW GROUPFebruary 03, 20231,497,6904.9%
Equity CommonwealthDecember 05, 20225,408,4024.9%
CAL-MAINE FOODS INCAugust 01, 20222,146,9794.9%
LINDSAY CORPFebruary 10, 20221090.0%
MTS SYSTEMS CORPSold outMay 07, 202100.0%
AMERICAN SCIENCE & ENGINEERING, INC.March 08, 20161,553,4632.2%

View NUANCE INVESTMENTS, LLC's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-07
SC 13G/A2024-02-05
SC 13G/A2024-02-05
SC 13G2024-02-05
13F-HR2023-11-08
13F-HR2023-08-11
13F-HR2023-05-09
SC 13G/A2023-04-06
SC 13G/A2023-02-08
SC 13G/A2023-02-08

View NUANCE INVESTMENTS, LLC's complete filings history.

Compare quarters

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