$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES RUSSELL 2000 INDEX FUNDsmall cap funds - etf | $2,165,000 | +9.3% | 18,102 | 0.0% | 0.80% | +4.9% | |
| EW | EDWARDS LIFESCIENCES CORP | $573,000 | +24.6% | 4,500 | 0.0% | 0.21% | +19.2% | |
| MA | MASTERCARD INC | $388,000 | +16.5% | 4,500 | 0.0% | 0.14% | +11.7% | |
| ACN | ACCENTURE PLC CL A IRELANDforeign stock | $357,000 | +9.8% | 4,000 | 0.0% | 0.13% | +4.8% | |
| BHI | BAKER HUGHES INC | $355,000 | -13.6% | 6,320 | 0.0% | 0.13% | -17.1% | |
| AXP | AMERICAN EXPRESS CO | $326,000 | +6.5% | 3,500 | 0.0% | 0.12% | +2.6% | |
| IR | INGERSOLL RAND CO LTDforeign stock | $317,000 | +12.4% | 5,000 | 0.0% | 0.12% | +8.3% | |
| IT | GARTNER GROUP INC NEW CL A | $312,000 | +14.7% | 3,700 | 0.0% | 0.12% | +10.6% | |
| KO | COCA COLA CO | $296,000 | -0.7% | 7,000 | 0.0% | 0.11% | -4.4% |
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.