Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Windsor Group LTD
  City: INDIANAPOLIS
  State: IN
  Zip: 46240
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $546,056,000
  Total Value Change : $-11,006,000
  Securities Held Change : -8
   
All Securities Held : 157
  New Positions : 1
  Closed Positions : 9
  Increased Positions : 53
  Unchanged Positions : 39
  Decreased Positions : 64

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JKI)1 Year Chart         JKI iShares Morningstar Mid Val... 158 Closed $71.78 $0 0 0% -206,000 -3,235 0    Closed - End Fund - E...
   (LH)1 Year Chart         LH Laboratory Corp of America 164 Closed $207.67 $0 0 0% -242,000 -1,004 0    Medical Laboratories ...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 163 Closed $276.67 $0 0 0% -241,000 -1,140 0    Internet Software & S...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 162 Closed $60.24 $0 0 0% -254,000 -1,614 0    Discount, Variety Stores
   (DTD)1 Year Chart         DTD Wisdom Tree Trust Total Div... 161 Closed $67.53 $0 0 0% -211,000 -3,400 0    Closed - End Fund - E...
   (AXP)1 Year Chart         AXP American Express Co 160 Closed $242.30 $0 0 0% -310,000 -1,781 0    Credit Services
   (ADI)1 Year Chart         ADI Analog Devices Inc 166 Closed $207.19 $0 0 0% -213,000 -1,092 0    Semiconductor- Broad...
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 159 Closed $146.32 $0 0 0% -218,000 -1,699 0    N/A
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 165 Closed $83.40 $0 0 0% -201,000 -2,469 0    N/A

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results