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| Name: |
ROBERT BROOKE ZEVIN ASSOCIATES INC |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02109 |
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data |
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| Holdings
Found :
11 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
NONOF |
Novo-Nordisk AS (Denmark) |
41 |
- |
$0.00 |
$3,400,000 |
32,880 |
0.61% |
398,000 |
0 |
1.827 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
47 |
- |
$467.21 |
$1,218,000 |
2,789 |
0.22% |
123,000 |
0 |
0 |
Closed - End Fund - E... |
|
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MRK |
Merck & Co Inc |
50 |
- |
$131.20 |
$924,000 |
8,471 |
0.17% |
52,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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GGG |
Graco Inc |
60 |
- |
$82.56 |
$391,000 |
4,506 |
0.07% |
63,000 |
0 |
0.003 |
Diversified Machinery |
|
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K |
Kellanova |
62 |
- |
$57.73 |
$381,000 |
6,810 |
0.07% |
-24,000 |
0 |
0.002 |
Food - Major Diversified |
|
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KLD |
iShares KLD Select Social I... |
63 |
- |
$105.37 |
$370,000 |
3,684 |
0.07% |
39,000 |
0 |
0.004 |
Closed - End Fund - E... |
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CHCO |
City Holding Co |
68 |
- |
$104.11 |
$309,000 |
2,802 |
0.06% |
56,000 |
0 |
0.018 |
Domestic Regional Banks |
|
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ESGV |
Vanguard Esg Us Stock Etf |
75 |
- |
$0.00 |
$257,000 |
3,025 |
0.05% |
29,000 |
0 |
0.008 |
N/A |
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DGRW |
Wisdomtree Us Dividend Grow... |
76 |
- |
$73.69 |
$232,000 |
3,300 |
0.04% |
22,000 |
0 |
0.003 |
N/A |
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TEF |
Telefonica S.A. (ADR) |
84 |
- |
$4.50 |
$209,000 |
53,575 |
0.04% |
-9,000 |
0 |
0.01 |
Telecom Services - Fo... |
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NYCB |
New York Community Bancorp Inc |
85 |
- |
$2.97 |
$118,000 |
11,490 |
0.02% |
-12,000 |
0 |
0.002 |
Savings & Loans |
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