$272 Million is the total value of Moreno Evelyn V's 143 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2014 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-23
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.