Pettee Investors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$205M
Signature - Title
Sheila P. Pettee - President & Chief Compliance Officer
Location
Rowayton, CT
Summary
This page shows a list of all the recent 13F filings made by Pettee Investors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pettee Investors, Inc. reported 118 stock holdings with total value $205M as of Q3 2024. Top holdings included JPM, JNJ, AAPL, HOMZ, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 118 $205M +$3.26M -$16.5M -$13.3M JPM, JNJ, AAPL, HOMZ, MSFT 13F-HR 11/5/2024, 01:14 PM
Q2 2024 116 $207M +$7.06M -$26.9M -$19.8M JPM, JNJ, AAPL, MSFT, HOMZ 13F-HR 8/2/2024, 03:50 PM
Q1 2024 117 $236M +$2.37M -$11.3M -$8.95M JNJ, JPM, MSFT, HOMZ, AAPL 13F-HR 5/9/2024, 01:47 PM
Q4 2023 122 $226M +$4.75M -$7.4M -$2.65M JNJ, JPM, HOMZ, AAPL, MSFT 13F-HR 2/7/2024, 01:38 PM
Q3 2023 121 $210M +$1.81M -$3.5M -$1.69M JNJ, JPM, AAPL, HOMZ, XOM 13F-HR 10/20/2023, 01:10 PM
Q2 2023 122 $221M +$2.16M -$393K +$1.77M JNJ, JPM, AAPL, HOMZ, MSFT 13F-HR 8/8/2023, 11:17 AM
Q1 2023 120 $209M +$4.6M -$2.05M +$2.54M JNJ, JPM, AAPL, HOMZ, XOM 13F-HR 5/5/2023, 11:24 AM
Q4 2022 116 $204M +$2.49M -$4.91M -$2.42M JNJ, JPM, PFE, XOM, HOMZ 13F-HR 1/25/2023, 12:20 PM
Q3 2022 115 $186M +$5.22M -$3.66M +$1.56M JNJ, JPM, AAPL, PFE, HOMZ 13F-HR 11/9/2022, 11:39 AM
Q2 2022 116 $201M +$3.88M -$2.91M +$968K JNJ, JPM, PFE, AAPL, HOMZ 13F-HR 7/25/2022, 04:31 PM
Q1 2022 122 $227M +$3.2M -$3.19M +$3.46K JNJ, JPM, AAPL, HOMZ, PFE 13F-HR 5/16/2022, 01:24 PM
Q4 2021 123 $239M +$4.9M -$3.49M +$1.41M JNJ, JPM, HOMZ, PFE, AAPL 13F-HR 2/11/2022, 02:43 PM
Q3 2021 123 $215M +$7.51M -$11.8M -$4.27M JNJ, JPM, HOMZ, AAPL, PFE 13F-HR 11/2/2021, 01:50 PM
Q2 2021 124 $213M +$3.86M -$8.53M -$4.67M JNJ, JPM, AAPL, HOMZ, PG 13F-HR 8/2/2021, 12:40 PM
Q1 2021 125 $207M +$6.93M -$2.07M +$4.86M JNJ, JPM, HOMZ, AAPL, PG 13F-HR 5/3/2021, 01:57 PM
Q4 2020 121 $189M +$4.44M -$5.48M -$1.04M JNJ, JPM, AAPL, HOMZ, PG 13F-HR 2/8/2021, 11:44 AM
Q3 2020 116 $173M +$8.92M -$2.97M +$5.95M JNJ, JPM, AAPL, PG, HOMZ 13F-HR 11/12/2020, 12:05 PM
Q2 2020 110 $162M +$4.72M -$5.36M -$637K JNJ, JPM, INTC, PG, AAPL 13F-HR 8/4/2020, 01:35 PM
Q1 2020 105 $139M +$2.48M -$3.81M -$1.33M JNJ, JPM, PG, INTC, PFE 13F-HR 5/12/2020, 11:57 AM
Q4 2019 115 $175M +$6.58M -$4.73M +$1.85M JNJ, JPM, PFE, PG, INTC 13F-HR 2/14/2020, 05:10 PM
Q3 2019 115 $159M +$2.91M -$2.51M +$397K JNJ, JPM, PG, PFE, XOM 13F-HR 10/30/2019, 12:51 PM
Q2 2019 115 $157M +$5.82M -$11.2M -$5.35M JNJ, JPM, PFE, XOM, PG 13F-HR 8/7/2019, 01:01 PM
Q1 2019 114 $158M +$6.51M -$2.38M +$4.13M JNJ, JPM, PFE, XOM, PG 13F-HR 4/26/2019, 03:12 PM
Q4 2018 106 $141M +$3.11M -$13.5M -$10.4M JNJ, JPM, PFE, XOM, PG 13F-HR 2/6/2019, 11:41 AM
Q3 2018 114 $169M +$5.43M -$5.73M -$302K JNJ, JPM, PFE, XOM, DWDP 13F-HR 11/2/2018, 12:43 PM
Q2 2018 113 $159M +$3.65M -$5.58M -$1.93M JNJ, JPM, XOM, PFE, DWDP 13F-HR 8/15/2018, 12:14 PM
Q1 2018 116 $161M +$7.98M -$6.02M +$1.97M JNJ, JPM, PFE, XOM, DWDP 13F-HR 5/1/2018, 12:44 PM
Q4 2017 117 $165M +$4.41M -$2.8M +$1.61M JNJ, JPM, XOM, PFE, DWDP 13F-HR 2/6/2018, 02:32 PM
Q3 2017 114 $155M +$45.3M -$5.99M +$39.3M JNJ, JPM, XOM, PFE, DWDP 13F-HR 11/2/2017, 03:28 PM
Q2 2017 63 $113M +$799K -$776K +$22.3K JNJ, JPM, XOM, PFE, PG 13F-HR 8/1/2017, 12:56 PM
Q1 2017 64 $111M +$1.23M -$114K +$1.11M JNJ, JPM, XOM, PFE, PG 13F-HR 5/8/2017, 01:04 PM
Q4 2016 61 $105M +$1.52M -$2.06M -$543K JNJ, JPM, XOM, PFE, PG 13F-HR 2/1/2017, 03:54 PM
Q3 2016 63 $103M +$1.15M -$842K +$308K JNJ, JPM, XOM, PFE, PG 13F-HR 11/2/2016, 01:55 PM
Q2 2016 63 $103M +$2.14M -$1.62M +$515K JNJ, XOM, JPM, PFE, BMY 13F-HR 8/1/2016, 03:10 PM
Q1 2016 61 $96.8M +$513K -$7.96M -$7.44M JNJ, XOM, JPM, PFE, PG 13F-HR 5/11/2016, 04:09 PM
Q4 2015 63 $104M +$1.89M -$1.55M +$339K JNJ, JPM, XOM, PFE, BMY 13F-HR 2/5/2016, 03:22 PM
Q3 2015 60 $95.6M +$1.34M -$760K +$576K JNJ, XOM, JPM, PFE, PG 13F-HR 11/2/2015, 02:36 PM
Q2 2015 60 $103M +$623K -$474K +$148K JNJ, XOM, JPM, PFE, PG 13F-HR 8/5/2015, 12:19 PM
Q1 2015 59 $103M +$572K -$495K +$76.9K JNJ, XOM, JPM, PFE, PG 13F-HR 5/26/2015, 11:50 AM
Q4 2014 59 $104M +$826K -$302K +$525K JNJ, XOM, JPM, PFE, PG 13F-HR 2/4/2015, 02:32 PM
Q3 2014 58 $102M +$413K -$9.39M -$8.97M JNJ, XOM, JPM, PFE, PG 13F-HR 11/10/2014, 11:39 AM
Q2 2014 56 $110M +$1.97M -$34.2K +$1.94M JNJ, XOM, JPM, PFE, PG 13F-HR 8/11/2014, 02:44 PM
Q1 2014 56 $106M $0 -$1.53M -$1.53M JNJ, XOM, JPM, PFE, PG 13F-HR 5/1/2014, 02:54 PM
Q4 2013 56 $106M $0 $0 JNJ, XOM, JPM, PFE, PG 13F-HR 2/10/2014, 01:30 PM