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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

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased 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
   (VZ)1 Year Chart         VZ Verizon Communications Inc 18 - $39.77 $30,392,000 723,547 2.05% 3,854,000 19,624 0.017    Telecom Services - Do...
   (IQV)1 Year Chart         IQV IQVIA Holdings Inc 23 - $217.46 $25,417,000 100,714 1.71% 3,432,000 5,696 0.048    Medical Laboratories ...
   (RTOKY)1 Year Chart         RTOKY Rentokil Initial Plc (Unite... 25 - $30.62 $18,595,000 616,644 1.25% 4,293,000 116,764 0.166    N/A
   (ALC)1 Year Chart         ALC Alcon Inc 29 - $92.26 $14,718,000 177,195 0.99% 1,288,000 5,281 0.036    Medical Instruments &...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 32 - $575.69 $11,094,000 19,089 0.75% 1,898,000 1,763 0.005    Medical Laboratories ...
   (GPN)1 Year Chart         GPN Global Payments Inc 33 - $127.47 $11,009,000 82,436 0.74% 2,605,000 16,262 0.028    Business Services
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 34 - $283.05 $10,614,000 43,884 0.71% -203,000 4,376 0.02    Diversified Chemicals
   (AZPN)1 Year Chart         AZPN Aspen Technology Inc 37 - $197.54 $6,274,000 29,415 0.42% 844,000 4,748 0.042    Application Software
   (WOPEY)1 Year Chart         WOPEY Woodside Petroleum Ltd. 38 - $18.41 $5,137,000 257,449 0.35% -238,000 2,580 0.027    Independent Oil & Gas
   (IBM)1 Year Chart         IBM International Business Mach... 60 - $169.00 $1,559,000 8,162 0.1% 225,000 4 0.001    Diversified Computer ...
   (QSR)1 Year Chart         QSR Restaurant Brands Internati... 63 - $68.87 $1,373,000 17,313 0.09% 113,000 1,185 0.006    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 70 - $154.22 $793,000 5,027 0.05% 45,000 14 0    Integrated Oil & Gas
   (AVGO)1 Year Chart         AVGO Broadcom Limited 77 - $1,495.51 $513,000 387 0.03% 83,000 2 0    Semiconductor- Broad...
   (NEE)1 Year Chart         NEE NextEra Energy 87 - $72.26 $346,000 5,421 0.02% 18,000 24 0    Electric Utilities

      14 Records Found
  1    
Page 1 of 1
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