13F Filings History of SECURITY ASSET MANAGEMENT

Latest 13F report
Q1 2023 - 12 May 2023
Value $
$170,929,770
Signature - Title
Johanna Ambrosio - Vice President
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by SECURITY ASSET MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SECURITY ASSET MANAGEMENT reported 76 stock holdings with total value $170,929,770 as of Q1 2023. Top holdings included AAPL, JPM, DHR, MSFT, and MA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2023 76 $170,929,770 +$10,405,876 -$34,507,148 -$24,101,272 AAPL, JPM, DHR, MSFT, MA 13F-HR 12 May 2023, 14:08
Q4 2022 74 $180,141,989 +$6,329,467 -$3,208,266 +$3,121,201 AAPL, DHR, JPM, MA, BLK 13F-HR 14 Feb 2023, 13:12
Q3 2022 73 $166,684,000 +$12,267,698 -$7,976,020 +$4,291,678 AAPL, DHR, JPM, AMZN, MA 13F-HR 02 Nov 2022, 10:01
Q2 2022 75 $182,220,000 +$11,540,159 -$16,129,432 -$4,589,273 AAPL, DHR, JPM, MA, GOOG 13F-HR 02 Aug 2022, 13:25
Q1 2022 84 $231,320,000 +$6,709,451 -$10,541,773 -$3,832,322 AAPL, JPM, DHR, AMZN, MA 13F-HR 02 May 2022, 11:01
Q4 2021 84 $257,551,000 +$1,195,054 -$11,259,992 -$10,064,938 AAPL, JPM, DHR, AMZN, GOOG 13F-HR 02 Feb 2022, 11:02
Q3 2021 85 $247,197,000 +$225,387 -$9,161,687 -$8,936,300 AAPL, JPM, DHR, MA, AMZN 13F-HR 26 Oct 2021, 16:37
Q2 2021 85 $253,778,000 +$1,231,651 -$12,054,779 -$10,823,128 AAPL, JPM, DHR, MA, AMZN 13F-HR 27 Jul 2021, 10:33
Q1 2021 90 $242,998,000 +$10,013,233 -$9,269,944 +$743,289 AAPL, JPM, MA, DHR, AMZN 13F-HR 29 Apr 2021, 09:23
Q4 2020 86 $239,221,000 +$57,472,852 -$1,074,901 +$56,397,951 AAPL, MA, JPM, AMZN, DHR 13F-HR 01 Feb 2021, 15:47
Q3 2020 80 $162,643,000 +$10,077,908 -$13,197,457 -$3,119,549 AAPL, MA, DHR, JPM, ROP 13F-HR 02 Nov 2020, 09:05
Q2 2020 73 $161,763,000 +$3,882,076 -$12,421,945 -$8,539,869 AAPL, MA, JPM, AMZN, DHR 13F-HR 03 Aug 2020, 14:36
Q1 2020 82 $140,884,000 +$2,548,870 -$5,357,524 -$2,808,654 JPM, MA, AAPL, AMT, DHR 13F-HR 29 Apr 2020, 12:07
Q4 2019 84 $167,602,000 +$5,146,506 -$2,538,756 +$2,607,750 JPM, MA, AAPL, AMT, DHR 13F-HR 24 Jan 2020, 15:48
Q3 2019 80 $152,001,000 +$2,236,462 -$9,330,663 -$7,094,201 JPM, MA, AMT, AAPL, ROP 13F-HR 23 Oct 2019, 11:30
Q2 2019 83 $156,179,000 +$3,373,167 -$8,902,480 -$5,529,313 JPM, MA, AMT, ROP, DHR 13F-HR 06 Aug 2019, 10:16
Q1 2019 83 $151,651,000 +$6,103,457 -$5,688,237 +$415,220 JPM, MA, AMT, ROP, DHR 13F-HR 02 May 2019, 11:08
Q4 2018 82 $131,456,000 +$4,047,122 -$4,842,208 -$795,086 JPM, MA, AMT, ROP, CME 13F-HR 04 Feb 2019, 11:26
Q3 2018 81 $152,219,000 +$1,049,506 -$2,277,133 -$1,227,627 JPM, MA, AMZN, ROP, AMT 13F-HR 26 Oct 2018, 12:38
Q2 2018 81 $141,772,000 +$6,708,798 -$3,864,611 +$2,844,187 JPM, MA, AMT, ROP, AMZN 13F-HR 31 Jul 2018, 09:55
Q1 2018 81 $133,960,000 +$11,534,431 -$13,235,321 -$1,700,890 JPM, MA, AMT, ROP, META 13F-HR 27 Apr 2018, 10:34
Q4 2017 80 $132,511,000 +$4,317,915 -$6,560,063 -$2,242,148 JPM, META, MA, AMT, ROP 13F-HR 26 Jan 2018, 15:15
Q3 2017 77 $126,853,000 +$1,272,444 -$3,321,675 -$2,049,231 JPM, MA, META, AMT, FRCB 13F-HR 06 Nov 2017, 09:19
Q2 2017 78 $121,935,000 +$2,871,797 -$3,810,619 -$938,822 JPM, MA, META, AMT, FRCB 13F-HR 28 Jul 2017, 11:41
Q1 2017 77 $116,969,000 +$5,083,069 -$5,622,566 -$539,497 JPM, MA, META, AMT, FRCB 13F-HR 03 May 2017, 12:59
Q4 2016 75 $108,264,000 +$2,542,354 -$2,198,206 +$344,148 JPM, MA, META, FRCB, AMT 13F-HR 21 Mar 2017, 11:24
Q3 2016 70 $106,795,000 +$3,450,147 -$3,330,473 +$119,674 JPM, MA, META, AMT, FRCB 13F-HR 20 Mar 2017, 12:02
Q2 2016 70 $104,217,000 +$426,683 -$893,865 -$467,182 JPM, AMT, META, MA, DHR 13F-HR 20 Mar 2017, 11:59
Q1 2016 70 $102,486,000 +$6,677,177 -$7,397,064 -$719,887 JPM, MA, META, AMT, DHR 13F-HR 20 Mar 2017, 11:57
Q4 2015 74 $103,303,000 +$8,295,661 -$5,492,160 +$2,803,501 MA, JPM, META, DHR, ROP 13F-HR 16 Mar 2017, 09:44
Q3 2015 75 $93,992,000 +$4,119,209 -$9,741,831 -$5,622,622 JPM, MA, DHR, META, AMT 13F-HR 16 Mar 2017, 09:51
Q2 2015 77 $108,150,000 +$3,976,237 -$741,799 +$3,234,438 JPM, MA, AMT, DHR, ROP 13F-HR 16 Mar 2017, 09:40
Q1 2015 75 $104,774,000 +$12,882,741 -$9,637,549 +$3,245,192 JPM, MA, AMT, DHR, ROP 13F-HR 16 Mar 2017, 09:35
Q4 2014 76 $100,527,000 $0 $0 $0 JPM, MA, AMT, DHR, JNJ 13F-HR 14 Mar 2017, 14:35