$266 Million is the total value of Moreno Evelyn V's 184 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| V | Exit | VISA INC COM CL A | $0 | – | -942 | -100.0% | -0.08% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -2,008 | -100.0% | -0.08% | – |
| CMCSA | Exit | COMCAST CORP NEW CL A | $0 | – | -4,500 | -100.0% | -0.09% | – |
| CB | Exit | CHUBB CORP | $0 | – | -3,169 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TRUST | 40 | Q3 2023 | 6.7% |
| APPLE INC COM | 40 | Q3 2023 | 8.5% |
| ISHARES MSCI EAFE INDEX FD | 40 | Q3 2023 | 7.8% |
| Microsoft Corporation | 40 | Q3 2023 | 6.9% |
| STRYKER CORP COM | 40 | Q3 2023 | 3.2% |
| INTEL CORP COM | 40 | Q3 2023 | 3.4% |
| JPMORGAN CHASE & CO COM | 40 | Q3 2023 | 3.0% |
| DANAHER CORP | 40 | Q3 2023 | 2.9% |
| ISHARES S&P SMALL CAP 600 INDEX FD | 40 | Q3 2023 | 2.6% |
| CVS HEALTH CORPORATION | 40 | Q3 2023 | 2.7% |
View Moreno Evelyn V's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-27 |
| 13F-HR/A | 2023-05-12 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-08 |
View Moreno Evelyn V'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.