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  Name: Pettee Investors Inc.
  City: NEW CANAAN
  State: CT
  Zip: 06840
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $226,370,000
  Total Value Change : $15,935,000
  Securities Held Change : 1
   
All Securities Held : 122
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 16
  Unchanged Positions : 65
  Decreased Positions : 39

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Holdings Found : 16     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
   (HOMZ)1 Year Chart         HOMZ Hoya Capital Housing Etf 3 - $0.00 $7,821,000 184,992 3.45% 1,243,000 50 0.206    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 26 - $160.25 $2,919,000 19,571 1.29% -252,000 763 0.001    Integrated Oil & Gas
   (WM)1 Year Chart         WM Waste Management Inc 29 - $207.88 $2,777,000 15,503 1.23% 417,000 20 0.004    Waste Management
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 39 - $492.45 $2,054,000 3,902 0.91% 319,000 460 0    Health Care Plans
   (LEA)1 Year Chart         LEA Lear Corp 53 - $132.86 $1,465,000 10,375 0.65% 566,000 3,675 0.017    Auto Parts
   (EMR)1 Year Chart         EMR Emerson Electric Co 54 - $106.54 $1,456,000 14,956 0.64% 39,000 280 0.003    Industrial Electrical...
   (MAA)1 Year Chart         MAA Mid America Apartment Commu... 55 - $133.00 $1,368,000 10,171 0.6% 361,000 2,340 0.009    REIT - Diversified
   (KRG)1 Year Chart         KRG Kite Realty Group Trust 61 - $21.07 $1,155,000 50,510 0.51% 593,000 24,260 0.023    REIT - Retail
   (RIET)1 Year Chart         RIET Hoya Capital High Dividend ... 71 - $0.00 $857,000 77,930 0.38% 300,000 21,176 5.301    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 78 - $146.43 $755,000 4,800 0.33% 10,000 20 0.005    AirDelivery & Freight...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 100 - $167.24 $331,000 2,368 0.15% 22,000 8 0    Search Engines & Info...
   (APO)1 Year Chart         APO Apollo Global Management LLC 102 - $109.46 $303,000 3,250 0.13% 16,000 58 0.001    Diversified Investments
   (BX)1 Year Chart         BX Blackstone Group LP 110 - $120.62 $263,000 2,006 0.12% 49,000 13 0    Asset Management
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 115 - $79.47 $211,000 2,730 0.09% 211,000 2,730 0.001    N/A
   (RTX)1 Year Chart         RTX RTX Corp 116 - $101.02 $204,000 2,427 0.09% 204,000 2,427 0    Conglomerates
   (TRV)1 Year Chart         TRV Travelers Companies Inc 117 - $213.85 $202,000 1,059 0.09% 202,000 1,059 0    Property & Casualty I...

      16 Records Found
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