$344 Million is the total value of Legacy Trust's 156 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJK | New | BlackRock Fund Advisorss&p mc 400gr etf | $326,886 | – | 4,525 | +100.0% | 0.10% | – |
| PLTR | New | Palantir Technologies Inccl a | $161,600 | – | 10,100 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc | 4 | Q3 2023 | 6.6% |
| MICROSOFT CORP | 4 | Q3 2023 | 4.2% |
| State Street ETF/USA | 4 | Q3 2023 | 3.6% |
| United Rentals Inc | 4 | Q3 2023 | 2.8% |
| VISA INC | 4 | Q3 2023 | 2.7% |
| ISHARES | 4 | Q3 2023 | 2.6% |
| Sun Communities Inc | 4 | Q3 2023 | 6.4% |
| Palo Alto Networks Inc | 4 | Q3 2023 | 2.6% |
| iShares ETFs/USA | 4 | Q3 2023 | 2.1% |
| ALBEMARLE CORP | 4 | Q3 2023 | 2.1% |
View Legacy Trust's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-04-03 |
View Legacy Trust'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.