Q3 2024 |
105 |
$112M |
+$3.53M |
-$3.26M |
+$272K |
ABBV, TRV, SBUX, VZ, TROW
|
13F-HR |
11/8/2024, 11:30 AM |
Q2 2024 |
108 |
$101M |
+$4.4M |
-$4.88M |
-$479K |
ABBV, TRV, SBUX, TROW, VZ
|
13F-HR |
8/2/2024, 01:31 PM |
Q1 2024 |
101 |
$107M |
+$3.68M |
-$7.5M |
-$3.82M |
ABBV, SBUX, TRV, TROW, VZ
|
13F-HR |
5/9/2024, 09:59 PM |
Q4 2023 |
102 |
$103M |
+$7.06M |
-$18M |
-$11M |
SBUX, ABBV, TRV, TROW, VZ
|
13F-HR |
2/15/2024, 06:23 AM |
Q3 2023 |
105 |
$106M |
+$4.29M |
-$2.07M |
+$2.22M |
SBUX, TRTN, ABBV, TRV, TROW
|
13F-HR |
11/7/2023, 04:37 PM |
Q2 2023 |
102 |
$106M |
+$5.46M |
-$3.3M |
+$2.16M |
SBUX, TRTN, ABBV, TRV, TROW
|
13F-HR |
8/11/2023, 08:02 AM |
Q1 2023 |
107 |
$103M |
+$5.81M |
-$3.74M |
+$2.07M |
SBUX, ABBV, TRTN, TRV, TROW
|
13F-HR |
5/10/2023, 11:29 AM |
Q4 2022 |
102 |
$103M |
+$6.98M |
-$13.9M |
-$6.92M |
SBUX, ABBV, TRTN, TRV, GS
|
13F-HR |
2/13/2023, 11:38 AM |
Q3 2022 |
126 |
$96.6M |
+$1.46M |
-$4.75M |
-$3.29M |
SBUX, ABBV, TRTN, TRV, GS
|
13F-HR |
11/8/2022, 02:25 PM |
Q2 2022 |
122 |
$104M |
+$2.51M |
-$638K |
+$1.87M |
SBUX, ABBV, TRV, TRTN, GS
|
13F-HR |
8/5/2022, 02:47 PM |
Q1 2022 |
122 |
$119M |
+$4.22M |
-$4.46M |
-$241K |
SBUX, ABBV, TRTN, TRV, GS
|
13F-HR |
5/11/2022, 08:54 AM |
Q4 2021 |
118 |
$123M |
+$8.3M |
-$13.5M |
-$5.19M |
SBUX, ABBV, TRTN, TRV, GS
|
13F-HR |
2/11/2022, 05:14 PM |
Q3 2021 |
114 |
$121M |
+$9.61M |
-$13.7M |
-$4.06M |
SBUX, IBM, TRTN, ABBV, TRV
|
13F-HR |
11/12/2021, 02:26 PM |
Q2 2021 |
103 |
$125M |
+$11.5M |
-$5.25M |
+$6.26M |
SBUX, IBM, LUMN, TRTN, TRV
|
13F-HR |
8/10/2021, 05:27 PM |
Q1 2021 |
92 |
$113M |
+$9.75M |
-$6.14M |
+$3.61M |
SBUX, IBM, TRV, LUMN, TRTN
|
13F-HR |
5/13/2021, 05:20 PM |
Q4 2020 |
89 |
$101M |
+$12.7M |
-$1.19M |
+$11.5M |
SBUX, TRV, IBM, TRTN, LUMN
|
13F-HR |
2/12/2021, 03:28 PM |
Q3 2020 |
80 |
$78.5M |
+$19.3M |
-$22.8M |
-$3.54M |
SBUX, IBM, TRV, TRTN, BACPRL
|
13F-HR |
11/13/2020, 02:12 PM |
Q2 2020 |
74 |
$78M |
+$7.75M |
-$12.8M |
-$5.04M |
LM, SBUX, TRV, TRTN, BACPRL
|
13F-HR |
8/12/2020, 03:28 PM |
Q1 2020 |
74 |
$75.3M |
+$7.93M |
-$64.2M |
-$56.3M |
LM, SBUX, TRV, TTE, BACPRL
|
13F-HR |
5/12/2020, 03:42 PM |
Q4 2019 |
83 |
$148M |
+$7.8M |
-$12M |
-$4.19M |
LM, SBUX, CM, T, MKC
|
13F-HR |
2/11/2020, 04:24 PM |
Q3 2019 |
82 |
$148M |
+$5.71M |
-$6.52M |
-$815K |
LM, SBUX, CM, T, HSBC
|
13F-HR |
10/24/2019, 02:09 PM |
Q2 2019 |
82 |
$147M |
+$2.24M |
-$2.32M |
-$74.4K |
LM, SBUX, TRV, CM, HSBC
|
13F-HR |
8/5/2019, 04:56 PM |
Q1 2019 |
72 |
$136M |
+$5.77M |
-$3.11M |
+$2.66M |
LM, SBUX, CM, TRV, HSBC
|
13F-HR |
5/10/2019, 01:35 PM |
Q4 2018 |
67 |
$122M |
+$9.36M |
-$15.6M |
-$6.21M |
LM, SBUX, CM, HSBC, TRV
|
13F-HR |
2/11/2019, 03:54 PM |
Q3 2018 |
70 |
$144M |
+$5.42M |
-$5.96M |
-$548K |
LM, CM, SBUX, HSBC, TRV
|
13F-HR |
11/9/2018, 03:18 PM |
Q2 2018 |
74 |
$143M |
+$8.32M |
-$8.53M |
-$206K |
LM, CM, SBUX, HSBC, TRV
|
13F-HR |
8/2/2018, 12:31 PM |
Q1 2018 |
75 |
$150M |
+$11.7M |
-$12M |
-$264K |
LM, SBUX, CM, TRV, HSBC
|
13F-HR |
5/9/2018, 07:20 PM |
Q4 2017 |
72 |
$155M |
+$16M |
-$14.1M |
+$1.87M |
LM, CM, SBUX, HSBC, TRV
|
13F-HR |
2/13/2018, 02:55 PM |
Q3 2017 |
75 |
$146M |
+$17.3M |
-$19.2M |
-$1.85M |
LM, SBUX, CM, TRV, GE
|
13F-HR |
11/1/2017, 05:16 PM |
Q2 2017 |
75 |
$147M |
+$14.7M |
-$7.6M |
+$7.1M |
LM, SBUX, CM, TRV, GE
|
13F-HR |
8/8/2017, 02:02 PM |
Q1 2017 |
80 |
$139M |
+$7.31M |
-$11.6M |
-$4.33M |
LM, SBUX, GE, TRV, CBS
|
13F-HR |
4/27/2017, 05:42 PM |
Q4 2016 |
89 |
$137M |
+$5.89M |
-$4.48M |
+$1.41M |
LM, SBUX, GE, TRV, CBS
|
13F-HR |
2/9/2017, 12:11 PM |
Q3 2016 |
86 |
$131M |
+$5.44M |
-$6.12M |
-$677K |
LM, SBUX, GE, CBS, TRV
|
13F-HR |
10/19/2016, 10:12 AM |
Q2 2016 |
82 |
$129M |
+$9.15M |
-$2.76M |
+$6.39M |
LM, SBUX, GE, TRV, CBS
|
13F-HR |
7/21/2016, 04:18 PM |
Q1 2016 |
83 |
$128M |
+$10.5M |
-$11.7M |
-$1.18M |
LM, SBUX, GE, CBS, TRV
|
13F-HR |
4/28/2016, 02:14 PM |
Q4 2015 |
80 |
$130M |
+$5.64M |
-$9.27M |
-$3.64M |
LM, SBUX, GE, TRV, CBS
|
13F-HR |
2/8/2016, 05:00 PM |
Q3 2015 |
77 |
$128M |
+$8.03M |
-$4.23M |
+$3.8M |
LM, SBUX, GE, TRV, CBS
|
13F-HR |
10/27/2015, 09:34 AM |
Q2 2015 |
81 |
$143M |
+$7.61M |
-$987K |
+$6.62M |
LM, SBUX, CHKE, GE, CBS
|
13F-HR |
7/16/2015, 04:36 PM |
Q1 2015 |
79 |
$141M |
+$4.4M |
-$10.3M |
-$5.86M |
LM, SBUX, CBS, GE, TRV
|
13F-HR |
4/21/2015, 03:29 PM |
Q4 2014 |
77 |
$144M |
+$8.1M |
-$6.75M |
+$1.36M |
LM, CBS, GE, SBUX, KMX
|
13F-HR |
1/28/2015, 09:44 AM |
Q3 2014 |
70 |
$136M |
+$4.75M |
-$1.87M |
+$2.89M |
LM, CBS, GE, SBUX, KMX
|
13F-HR |
10/27/2014, 03:36 PM |
Q2 2014 |
68 |
$136M |
+$10.5M |
-$3.47M |
+$7.07M |
LM, CBS, GE, KMX, SBUX
|
13F-HR |
7/29/2014, 12:54 PM |
Q1 2014 |
42 |
$123M |
$0 |
$0 |
|
LM, CBS, GE, SBUX, KMX
|
13F-HR |
5/23/2014, 01:45 PM |