Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Boit C F David
  City: BOSTON
  State: MA
  Zip: 02110
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $182,998,000
  Total Value Change : $5,973,000
  Securities Held Change : -13
   
All Securities Held : 118
  New Positions : 4
  Closed Positions : 16
  Increased Positions : 4
  Unchanged Positions : 99
  Decreased Positions : 11

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

   
Holdings Found : 4     View All Holdings Currently Viewing:  Increased 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
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 26 - $468.88 $2,244,000 4,860 1.23% 977,000 2,100 0.002    Aerospace/Defense - M...
   (PH)1 Year Chart         PH Parker Hannifin Corp 30 - $561.13 $1,683,000 3,100 0.92% 556,000 600 0.002    Industrial Equipment ...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 39 - $482.29 $1,080,000 2,300 0.59% 51,000 500 0    Application Software
   (FISV)1 Year Chart         FISV Fiserv Inc 68 - $154.22 $320,000 2,150 0.17% 76,000 300 0    Business Software & S...

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