$306 Million is the total value of HUDSON EDGE INVESTMENT PARTNERS INC.'s 132 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AFL | New | AFLAC Inc. | $5,162,000 | – | 100,863 | +100.0% | 1.71% | – |
| EMR | New | Emerson Electric Co | $4,828,000 | – | 53,513 | +100.0% | 1.60% | – |
| GWW | New | W.W. Grainger Inc. | $4,638,000 | – | 11,568 | +100.0% | 1.53% | – |
| IPG | New | Interpublic Group O | $3,485,000 | – | 119,344 | +100.0% | 1.15% | – |
| EFA | New | I SHARES TR MSCI EA | $3,299,000 | – | 43,480 | +100.0% | 1.09% | – |
| CRI | New | Carter's Inc. | $749,000 | – | 8,419 | +100.0% | 0.25% | – |
| LZB | New | La-Z-Boy Inc. | $649,000 | – | 15,269 | +100.0% | 0.22% | – |
| ABCB | New | Ameris Bancorp | $634,000 | – | 12,083 | +100.0% | 0.21% | – |
| AMAT | New | Applied Materials I | $266,000 | – | 1,990 | +100.0% | 0.09% | – |
| PNC | New | PNC Financial Servi | $219,000 | – | 1,250 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-15
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.