$40 Million is the total value of NEEDELMAN ASSET MANAGEMENT INC's 36 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DEO | Buy | DIAGEO PLC - SPONSORED ADR | $1,347,000 | +10.8% | 9,227 | +0.3% | 3.37% | +12.7% |
CVX | Buy | CHEVRON CORP NEW | $1,266,000 | +10.7% | 10,115 | +3.9% | 3.16% | +12.6% |
EMR | Buy | EMERSON ELECTRIC COMPANY | $1,243,000 | +11.2% | 17,840 | +0.3% | 3.11% | +13.1% |
QCOM | Buy | QUALCOMM INC | $1,094,000 | +24.6% | 17,095 | +0.9% | 2.73% | +26.8% |
PG | Buy | PROCTER AND GAMBLE COMPANY | $1,043,000 | +1.3% | 11,355 | +0.3% | 2.61% | +3.0% |
T | Buy | AT&T INC | $957,000 | +8.5% | 24,605 | +9.3% | 2.39% | +10.4% |
VZ | Buy | VERIZON COMMUNICATIONS | $897,000 | +13.3% | 16,939 | +5.9% | 2.24% | +15.3% |
NSRGY | Buy | NESTLE SA SPNSRD ADR REP RG SH | $883,000 | +3.2% | 10,269 | +0.7% | 2.21% | +5.0% |
KHC | Buy | KRAFT HEINZ COMPANY | $844,000 | +0.8% | 10,853 | +0.6% | 2.11% | +2.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
UNITEDHEALTH GROUP INC | 21 | Q2 2018 | 4.8% |
BANK OF AMERICA CORP | 21 | Q2 2018 | 4.5% |
HONEYWELL INTERNATIONAL INC | 21 | Q2 2018 | 4.0% |
JOHNSON& JOHNSON | 21 | Q2 2018 | 4.0% |
JPMORGAN CHASE& CO | 21 | Q2 2018 | 4.0% |
BERKSHIRE HATHAWAY INC CLASS B | 21 | Q2 2018 | 3.8% |
INTEL CORPORATION | 21 | Q2 2018 | 3.9% |
PFIZER INC | 21 | Q2 2018 | 3.5% |
AON PLC CLASS A | 21 | Q2 2018 | 3.3% |
APPLE INC | 21 | Q2 2018 | 5.0% |
View NEEDELMAN ASSET MANAGEMENT INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2018-11-15 |
13F-HR | 2018-07-10 |
13F-HR | 2018-04-05 |
13F-HR | 2018-01-04 |
13F-HR | 2017-10-05 |
13F-HR | 2017-07-07 |
13F-HR | 2017-04-14 |
13F-HR | 2017-01-06 |
13F-HR | 2016-10-13 |
13F-HR | 2016-07-05 |
View NEEDELMAN ASSET MANAGEMENT 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.