$147 Million is the total value of Connolly Sarah T.'s 95 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SLB | New | Schlumberger Ltd | $261,954 | – | 4,900 | +100.0% | 0.18% | – |
| New | General Electric Co | $243,410 | – | 2,905 | +100.0% | 0.16% | – | |
| ORCL | New | Oracle Corp | $206,394 | – | 2,525 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation | 12 | Q3 2023 | 7.4% |
| APPLE INC COM | 12 | Q3 2023 | 6.4% |
| THERMO FISHER SCIENTIFIC INC COM | 12 | Q3 2023 | 4.4% |
| PEPSICO INC COM | 12 | Q3 2023 | 3.4% |
| AMAZON.COM INC | 12 | Q3 2023 | 3.4% |
| PROCTER & GAMBLE CO COM | 12 | Q3 2023 | 3.1% |
| COCA COLA CO COM | 12 | Q3 2023 | 2.8% |
| JOHNSON & JOHNSON COM | 12 | Q3 2023 | 3.2% |
| STRYKER CORP COM | 12 | Q3 2023 | 2.4% |
| Alphabet Inc Cl A | 12 | Q3 2023 | 2.3% |
View Connolly Sarah T.'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 | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-10-26 |
View Connolly Sarah T.'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.