Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ZEVIN ASSET MANAGEMENT LLC | 5 | 5 | 0.05% | 0.13% | 0.16% | Q2 2021 | Q2 2022 | 5 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
This page lists all the filers that currently own Old Westbury Large Cap Strateg or have owned Old Westbury Large Cap Strateg in the past.