| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J.P. Morgan Chase & Co. | 19 | Q4 2017 | 4.0% |
| Microsoft Corp. | 19 | Q4 2017 | 3.3% |
| Oracle Corporation | 19 | Q4 2017 | 3.6% |
| Wells Fargo Company | 19 | Q4 2017 | 2.8% |
| Visa Inc - Class A Shares | 19 | Q4 2017 | 2.9% |
| Royal Caribbean Cruises Ltd. | 19 | Q4 2017 | 2.7% |
| Novartis AG - ADR | 19 | Q4 2017 | 2.4% |
| SPDR S&P 500 ETF Trust | 19 | Q4 2017 | 2.0% |
| Exxon Mobil Corporation | 19 | Q4 2017 | 2.3% |
| Reinsurance Group of America, Inc. | 19 | Q4 2017 | 2.6% |
View ROCKEFELLER FINANCIAL SERVICES INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-02-02 |
| 13F-HR | 2017-10-20 |
| 13F-HR | 2017-07-18 |
| 13F-HR | 2017-04-28 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2016-10-28 |
| 13F-HR | 2016-07-20 |
| 13F-HR | 2016-04-28 |
| 13F-HR | 2016-02-03 |
| 13F-HR | 2015-10-23 |
View ROCKEFELLER FINANCIAL SERVICES 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.