$1.23 Billion is the total value of Kiwi Wealth Investments Limited Partnership's 203 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TRUSTishares | $30,636,000 | +12.7% | 1,803,196 | 0.0% | 2.48% | -9.2% | |
| T | AT&T INC | $5,708,000 | +3.7% | 188,826 | 0.0% | 0.46% | -16.5% | |
| ITW | ILLINOIS TOOL WKS INC | $4,020,000 | +23.0% | 22,993 | 0.0% | 0.33% | -0.9% | |
| ORCL | ORACLE CORP | $3,634,000 | +14.3% | 65,758 | 0.0% | 0.29% | -7.8% | |
| CSCO | CISCO SYS INC | $2,958,000 | +18.7% | 63,426 | 0.0% | 0.24% | -4.4% | |
| AES | AES CORP | $2,733,000 | +6.5% | 188,613 | 0.0% | 0.22% | -14.3% | |
| MTB | M & T BK CORP | $2,427,000 | +0.5% | 23,346 | 0.0% | 0.20% | -18.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Signatures
The EDGAR filing(s) were signed by:
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.