Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Johnson & Johnson | 5 | Q2 2020 | 3.4% |
Microsoft Corporation | 5 | Q2 2020 | 3.2% |
Merck & Co. Inc. | 5 | Q2 2020 | 3.2% |
SPDR S&P 500 ETF Trust Series | 5 | Q2 2020 | 2.5% |
Citigroup Inc. | 5 | Q2 2020 | 2.6% |
AbbVie Inc. | 5 | Q2 2020 | 2.3% |
JPMorgan Chase & Co | 5 | Q2 2020 | 2.3% |
Citizens Financial Group | 5 | Q2 2020 | 2.3% |
Avery Dennison Corp. | 5 | Q2 2020 | 2.2% |
Bristol-Myers Squibb Co. | 5 | Q2 2020 | 2.3% |
View TRADITION ASSET MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-08-06 |
13F-HR | 2020-05-05 |
13F-HR | 2020-02-05 |
13F-HR | 2019-10-30 |
13F-HR | 2019-08-06 |
View TRADITION ASSET MANAGEMENT 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.