$815 Million is the total value of Diversified Trust Co's 466 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-05-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SPECIALIZED PORTFOL | 41 | Q4 2023 | 13.7% |
SPDR S&P 500 ETF TRUST | 41 | Q4 2023 | 9.2% |
COCA COLA CONSOLIDATED INC | 41 | Q4 2023 | 4.6% |
COCA COLA CO | 41 | Q4 2023 | 3.6% |
APPLE INC | 41 | Q4 2023 | 3.5% |
ISHARES TRUST-RUSSELL 2000 INDEX FD | 41 | Q4 2023 | 2.6% |
ISHARES TR | 41 | Q4 2023 | 1.9% |
FEDEX CORP | 41 | Q4 2023 | 1.4% |
JPMORGAN CHASE & CO | 41 | Q4 2023 | 6.8% |
MICROSOFT CORP | 41 | Q4 2023 | 2.2% |
View Diversified Trust Co's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-08 |
13F-HR | 2023-11-17 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-07 |
13F-HR | 2023-01-17 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-07 |
13F-HR | 2022-01-13 |
View Diversified Trust Co'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.