$317 Million is the total value of CAPITAL INSIGHT PARTNERS, LLC's 140 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -11,366 | -100.0% | -0.05% | – |
| PAVE | Exit | GLOBAL X FDSus infr dev etf | $0 | – | -10,742 | -100.0% | -0.07% | – |
| SJW | Exit | SJW GROUP | $0 | – | -3,797 | -100.0% | -0.12% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -19,364 | -100.0% | -0.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BK OF AMERICA CORP | 34 | Q3 2023 | 3.9% |
| JOHNSON & JOHNSON | 34 | Q3 2023 | 3.8% |
| Alphabet Inc. A | 34 | Q3 2023 | 2.8% |
| APPLE INC | 34 | Q3 2023 | 3.0% |
| PFIZER INC | 34 | Q3 2023 | 3.4% |
| Oracle Corporation | 34 | Q3 2023 | 3.1% |
| META PLATFORMS INC | 34 | Q3 2023 | 2.3% |
| UNILEVER PLC | 34 | Q3 2023 | 3.5% |
| Colgate-Palmolive Company | 34 | Q3 2023 | 3.0% |
| JPMORGAN CHASE & CO | 34 | Q3 2023 | 1.8% |
View CAPITAL INSIGHT PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-20 |
View CAPITAL INSIGHT PARTNERS, LLC'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.