$1 Billion is the total value of Kiwi Wealth Investments Limited Partnership's 65 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $32,670,000 | – | 452,809 | +100.0% | 3.26% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $20,152,000 | – | 264,456 | +100.0% | 2.01% | – |
| AON | New | AON PLC | $15,893,000 | – | 167,593 | +100.0% | 1.58% | – |
| HOG | New | HARLEY DAVIDSON INC | $15,255,000 | – | 231,447 | +100.0% | 1.52% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $14,634,000 | – | 132,654 | +100.0% | 1.46% | – |
| KORS | New | MICHAEL KORS HLDGS LTD | $13,969,000 | – | 186,004 | +100.0% | 1.39% | – |
| AMGN | New | AMGEN INC | $9,239,000 | – | 58,004 | +100.0% | 0.92% | – |
| CCL | New | CARNIVAL CORPpaired ctf | $7,388,000 | – | 162,975 | +100.0% | 0.74% | – |
| AMZN | New | AMAZON COM INC | $4,588,000 | – | 14,784 | +100.0% | 0.46% | – |
| ANGI | New | ANGIES LIST INC | $1,918,000 | – | 307,808 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-13
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.