$248 Million is the total value of HUDSON EDGE INVESTMENT PARTNERS INC.'s 141 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | I SHARES TR MSCI EA | $2,198,000 | +4.6% | 34,535 | 0.0% | 0.88% | +30.1% | |
| V | Visa Inc. | $1,761,000 | +3.5% | 8,805 | 0.0% | 0.71% | +29.0% | |
| PEP | PepsiCo Inc. | $1,445,000 | +4.8% | 10,429 | 0.0% | 0.58% | +30.3% | |
| NEE | NextEra Energy Inc | $938,000 | +15.5% | 3,381 | 0.0% | 0.38% | +43.9% | |
| ACN | Accenture Plc | $542,000 | +5.2% | 2,400 | 0.0% | 0.22% | +31.3% | |
| ZBRA | Zebra Technologies | $483,000 | -1.4% | 1,914 | 0.0% | 0.19% | +22.8% | |
| MRK | Merck & Co Inc | $448,000 | +7.2% | 5,400 | 0.0% | 0.18% | +33.3% | |
| PFE | Pfizer Inc. | $440,000 | +12.2% | 12,000 | 0.0% | 0.18% | +40.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-05
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 | 2024-05-13 |
| 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 |
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.