$162 Million is the total value of Pettee Investors, Inc.'s 135 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BKR | Exit | Baker Hughes | $0 | – | -18,647 | -100.0% | -0.14% | – |
FITB | Exit | Fifth 3rd Bancorp | $0 | – | -15,605 | -100.0% | -0.17% | – |
PII | Exit | Polaris Ind. | $0 | – | -6,305 | -100.0% | -0.22% | – |
KEY | Exit | Keycorp | $0 | – | -38,740 | -100.0% | -0.29% | – |
DAL | Exit | Delta | $0 | – | -16,670 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Johnson & Johnson | 40 | Q3 2023 | 17.3% |
JPMorgan Chase | 40 | Q3 2023 | 8.0% |
Exxon Mobil | 40 | Q3 2023 | 9.3% |
Pfizer | 40 | Q3 2023 | 6.0% |
Procter & Gamble | 40 | Q3 2023 | 4.8% |
Bristol-Myers Squibb | 40 | Q3 2023 | 4.1% |
Nestle ADR | 40 | Q3 2023 | 3.4% |
PepsiCo | 40 | Q3 2023 | 3.4% |
Intel | 40 | Q3 2023 | 3.3% |
Disney | 40 | Q3 2023 | 3.1% |
View Pettee Investors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-11 |
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.