$103 Million is the total value of Pettee Investors, Inc.'s 84 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PM | Exit | Philip Morris | $0 | – | -2,566 | -100.0% | -0.20% | – |
| CAT | Exit | Caterpillar | $0 | – | -2,398 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-26
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Johnson & Johnson | 43 | Q2 2024 | 17.3% |
| JPMorgan Chase | 43 | Q2 2024 | 8.0% |
| Exxon Mobil | 43 | Q2 2024 | 9.3% |
| Pfizer | 43 | Q2 2024 | 6.0% |
| Procter & Gamble | 43 | Q2 2024 | 4.8% |
| Bristol-Myers Squibb | 43 | Q2 2024 | 4.1% |
| Nestle ADR | 43 | Q2 2024 | 3.4% |
| PepsiCo | 43 | Q2 2024 | 3.4% |
| Intel | 43 | Q2 2024 | 3.3% |
| Disney | 43 | Q2 2024 | 3.1% |
View Pettee Investors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-16 |
View Pettee Investors, Inc.'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.