$314 Million is the total value of HUDSON EDGE INVESTMENT PARTNERS INC.'s 136 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | New | Exxon Mobil Corp. | $5,179,000 | – | 62,705 | +100.0% | 1.63% | – |
| XEL | New | Xcel Energy Inc. | $5,160,000 | – | 71,498 | +100.0% | 1.62% | – |
| BERY | New | Berry Global Group, | $4,530,000 | – | 78,160 | +100.0% | 1.43% | – |
| New | Warner Bros Discove | $3,983,000 | – | 159,812 | +100.0% | 1.25% | – | |
| EFA | New | I SHARES TR MSCI EA | $3,619,000 | – | 49,165 | +100.0% | 1.14% | – |
| KEY | New | KeyCorp | $2,538,000 | – | 113,420 | +100.0% | 0.80% | – |
| MCHP | New | Microchip Technolog | $671,000 | – | 8,932 | +100.0% | 0.21% | – |
| HOMB | New | Home BancShares Inc | $509,000 | – | 22,539 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-04
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.