$821 Million is the total value of Kiwi Wealth Investments Limited Partnership's 44 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOD | Exit | VODAFONE GROUP PLC NEWspons adr new | $0 | – | -5,556 | -100.0% | -0.03% | – |
| EWY | Exit | ISHARESmsci sth kor etf | $0 | – | -96,359 | -100.0% | -0.79% | – |
| EWT | Exit | ISHARESmsci taiwan etf | $0 | – | -433,637 | -100.0% | -0.79% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -160,729 | -100.0% | -1.54% | – |
| MMM | Exit | 3M CO | $0 | – | -93,521 | -100.0% | -1.66% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -372,896 | -100.0% | -1.66% | – |
| GRPN | Exit | GROUPON INC | $0 | – | -1,490,513 | -100.0% | -2.22% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -249,213 | -100.0% | -2.34% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -215,338 | -100.0% | -2.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 4.1% |
| APPLE INC | 40 | Q3 2023 | 6.8% |
| VISA INC | 40 | Q2 2023 | 2.9% |
| MASTERCARD INC | 39 | Q2 2023 | 3.1% |
| META PLATFORMS INC | 38 | Q3 2023 | 6.0% |
| VANGUARD INDEX FDS | 37 | Q3 2023 | 21.5% |
| MOBILE TELESYSTEMS PJSC | 36 | Q3 2023 | 7.8% |
| V F CORP | 36 | Q3 2023 | 19.3% |
| NIKE INC | 36 | Q2 2023 | 2.4% |
| KIMCO RLTY CORP | 36 | Q2 2023 | 1.6% |
View Kiwi Wealth Investments Limited Partnership's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| iSHARES INC | November 03, 2015 | 899 | 0.0% |
| RYDEX ETF TRUST | November 03, 2015 | 746,992 | 4.8% |
| MARKET VECTORS ETF TRUST | August 11, 2015 | 74 | 0.0% |
View Kiwi Wealth Investments Limited Partnership's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-16 |
View Kiwi Wealth Investments Limited Partnership'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.