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  Name: NICHOLS & PRATT ADVISERS LLP /MA
  City: BOSTON
  State: MA
  Zip: 02109
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,484,939,000
  Total Value Change : $79,932,000
  Securities Held Change : -3
   
All Securities Held : 102
  New Positions : 3
  Closed Positions : 6
  Increased Positions : 15
  Unchanged Positions : 19
  Decreased Positions : 65

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 104 Closed $529.96 $0 0 0% -299,000 -626 0    Closed - End Fund - E...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 103 Closed $130.11 $0 0 0% -203,000 -1,625 0    Closed - End Fund - E...
   (SHOP)1 Year Chart         SHOP Shopify Inc 108 Closed $59.15 $0 0 0% -234,000 -3,000 0    N/A
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp 107 Closed $99.20 $0 0 0% -207,000 -2,315 0    N/A
   (UL)1 Year Chart         UL Unilever Plc (ADR) 106 Closed $54.75 $0 0 0% -251,000 -5,175 0    Food - Major Diversified
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 105 Closed $180.90 $0 0 0% -222,000 -1,300 0    Closed - End Fund - Debt

      6 Records Found
  1    
Page 1 of 1
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