$283 Million is the total value of HUDSON EDGE INVESTMENT PARTNERS INC.'s 131 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | JPMorgan Chase & Co | $6,904,000 | +32.0% | 54,333 | 0.0% | 2.46% | +17.2% | |
| IWF | ISHARES TR RUSSELL | $2,647,000 | +11.2% | 10,975 | 0.0% | 0.94% | -1.4% | |
| J | Jacobs Engineering | $659,000 | +17.5% | 6,050 | 0.0% | 0.24% | +4.4% | |
| ACN | Accenture Plc | $627,000 | +15.7% | 2,400 | 0.0% | 0.22% | +2.3% | |
| GOOGL | Alphabet Inc. (Cl A | $524,000 | +19.6% | 299 | 0.0% | 0.19% | +6.2% | |
| GPN | Global Payments Inc | $475,000 | +21.2% | 2,205 | 0.0% | 0.17% | +7.6% | |
| PFE | Pfizer Inc. | $442,000 | +0.5% | 12,000 | 0.0% | 0.16% | -10.7% | |
| MRK | Merck & Co Inc | $442,000 | -1.3% | 5,400 | 0.0% | 0.16% | -12.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.0% |
| METLIFE INC. | 42 | Q3 2023 | 2.6% |
| CHEVRON CORP. | 42 | Q3 2023 | 3.5% |
| Unitedhealth Group Inc | 42 | Q3 2023 | 2.4% |
| STATE STREET CORP. | 42 | Q3 2023 | 2.6% |
| CONOCOPHILLIPS | 42 | Q3 2023 | 2.6% |
| CVS Health Corp | 42 | Q3 2023 | 2.4% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.8% |
| CISCO SYSTEMS INC. | 42 | Q3 2023 | 2.3% |
| INTEL CORP. | 42 | Q3 2023 | 2.4% |
View HUDSON EDGE INVESTMENT PARTNERS INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-01 |
| 13F-HR | 2021-10-28 |
View HUDSON EDGE INVESTMENT PARTNERS 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.