$133 Million is the total value of Benson Investment Management Company, Inc.'s 66 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CELG | Exit | CELEGENE CORP | $0 | – | -128 | -100.0% | -0.01% | – |
| AEP | Exit | AMERICAN ELECTRIC POWER CO INC | $0 | – | -493 | -100.0% | -0.03% | – |
| VTI | Exit | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt | $0 | – | -700 | -100.0% | -0.08% | – |
| WPC | Exit | W.P. CAREY INC | $0 | – | -33,105 | -100.0% | -1.73% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -13,450 | -100.0% | -1.83% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -42,020 | -100.0% | -1.83% | – |
| LEA | Exit | LEAR CORP | $0 | – | -12,610 | -100.0% | -1.84% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -41,145 | -100.0% | -1.84% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -37,280 | -100.0% | -1.89% | – |
| INTC | Exit | INTEL CORP | $0 | – | -51,570 | -100.0% | -2.02% | – |
| GG | Exit | GOLDCORP INC | $0 | – | -210,690 | -100.0% | -2.27% | – |
| D | Exit | DOMINION RESOURCES INC | $0 | – | -45,535 | -100.0% | -2.44% | – |
| T | Exit | AT&T INC | $0 | – | -141,409 | -100.0% | -3.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 28 | Q3 2023 | 7.0% |
| MICROSOFT CORP | 28 | Q3 2023 | 6.8% |
| ALPHABET INC | 28 | Q3 2023 | 4.5% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 3.5% |
| AMAZON.COM INC | 28 | Q3 2023 | 6.2% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 2.8% |
| BANK SOUTH CAROLINA CORP | 27 | Q2 2023 | 0.4% |
| PROTCOR & GAMBLE CO | 27 | Q3 2023 | 0.2% |
| UNITEDHEALTH GROUP INC | 26 | Q3 2023 | 3.1% |
| ALPHABET INC | 26 | Q3 2023 | 0.2% |
View Benson Investment Management Company, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-19 |
View Benson Investment Management Company, 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.