Kidder Stephen W Portfolio Holdings

Kidder Stephen W

  • $325 Million
  • Q4 2024

Kidder Stephen W has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $325 Million distributed in 264 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.9M, Alphabet Inc. with a value of $17.3M, Automatic Data Processing Inc with a value of $16.1M, Mastercard Inc with a value of $15M, and Microsoft Corp with a value of $14.9M.

Examining the 13F form we can see an decrease of $7.8M in the current position value, from $333M to 325M.

Below you can find more details about Kidder Stephen W portfolio as well as his latest detailed transactions.

Portfolio value $325 Million
Technology: $93.7 Million
Industrials: $65.5 Million
Healthcare: $55.8 Million
Consumer Cyclical: $37.5 Million
Consumer Defensive: $22.6 Million
Financial Services: $22.3 Million
Communication Services: $18.3 Million
Energy: $7.24 Million
Other: $2.36 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$34.9 Million 10.74% of portfolio
139,441
Q4 2024 Reduced 0.38%
$1.02T
$17.3 Million 5.33% of portfolio
91,507
Q4 2024 Reduced 0.73%
$131B
$16.1 Million 4.96% of portfolio
55,082
Q4 2024 Reduced 2.0%
$550B
$15 Million 4.63% of portfolio
28,564
Q4 2024 Reduced 0.97%
$2.96T
$14.9 Million 4.57% of portfolio
35,270
Q4 2024 Added 0.29%
$2.16T
$13.9 Million 4.29% of portfolio
63,579
Q4 2024 Added 0.34%
$311B
$13.4 Million 4.13% of portfolio
100,063
Q4 2024 Reduced 4.44%
$406B
$10.7 Million 3.28% of portfolio
27,383
Q4 2024 Reduced 0.29%
$118B
$10.6 Million 3.26% of portfolio
49,836
Q4 2024 Reduced 1.01%
$242B
$10.5 Million 3.22% of portfolio
92,696
Q4 2024 Added 0.26%
$431B
$10.3 Million 3.17% of portfolio
71,223
Q4 2024 Reduced 2.93%
$412B
$10.1 Million 3.11% of portfolio
60,348
Q4 2024 Reduced 0.15%
$9.59B
$10.1 Million 3.09% of portfolio
64,037
Q4 2024 Reduced 0.92%
$196B
$9.69 Million 2.98% of portfolio
83,740
Q4 2024 Reduced 1.34%
$79.5B
$9.34 Million 2.87% of portfolio
74,593
Q4 2024 Reduced 4.45%
$145B
$9.12 Million 2.81% of portfolio
75,522
Q4 2024 Added 0.36%
$151B
$8.33 Million 2.56% of portfolio
36,269
Q4 2024 Added 0.44%
$161B
$7.88 Million 2.42% of portfolio
65,223
Q4 2024 Reduced 2.97%
$444B
$7.45 Million 2.29% of portfolio
14,721
Q4 2024 Reduced 0.03%
$68.7B
$6.99 Million 2.15% of portfolio
68,871
Q4 2024 Reduced 6.2%
$135B
$6.68 Million 2.05% of portfolio
134,573
Q4 2024 Added 9.3%
$54.2B
$5.75 Million 1.77% of portfolio
84,190
Q4 2024 Added 17.67%
$23.6B
$5.71 Million 1.76% of portfolio
49,230
Q4 2024 Reduced 0.22%
$310B
$4.89 Million 1.5% of portfolio
33,776
Q4 2024 Reduced 2.65%
$123B
$4.13 Million 1.27% of portfolio
10,248
Q4 2024 Added 33.02%
$16.6B
$3.76 Million 1.16% of portfolio
68,590
Q4 2024 Added 4.01%
$20.7B
$3.56 Million 1.09% of portfolio
46,685
Q4 2024 Added 40.55%
$265B
$3.53 Million 1.09% of portfolio
43,261
Q4 2024 Reduced 31.91%
$211B
$3.01 Million 0.93% of portfolio
19,793
Q4 2024 Reduced 16.2%
$145B
$2.84 Million 0.87% of portfolio
6,710
Q3 2024 Reduced 0.89%
$776B
$2.53 Million 0.78% of portfolio
10,540
Q4 2024 Added 1.28%
$464B
$2.34 Million 0.72% of portfolio
21,782
Q4 2024 Reduced 0.23%
$370B
$2.31 Million 0.71% of portfolio
13,016
Q4 2024 Reduced 0.61%
$669B
$1.9 Million 0.58% of portfolio
4,192
Q3 2024 Reduced 1.76%
$370B
$1.34 Million 0.41% of portfolio
30,390
Q4 2024 Reduced 0.08%
$298B
$1.31 Million 0.4% of portfolio
3,928
Q4 2024 New
$268B
$1.23 Million 0.38% of portfolio
13,640
Q4 2024 Reduced 4.21%
$104B
$1.03 Million 0.32% of portfolio
5,825
Q3 2024 Reduced 11.14%
$0
$955,000 0.29% of portfolio
1,630
Q4 2024 Added 5.16%
$152B
$938,000 0.29% of portfolio
4,115
Q3 2024 Reduced 11.88%
$234B
$870,000 0.27% of portfolio
8,754
Q3 2024 Reduced 2.78%
$85.7B
$761,000 0.23% of portfolio
5,900
Q3 2024 Reduced 4.84%
$1.05T
$687,000 0.21% of portfolio
3,608
Q4 2024 Added 1.63%
$146B
$664,000 0.2% of portfolio
1,845
Q4 2024 Added 3.71%
$37.3B
$666,000 0.2% of portfolio
2,950
Q3 2024 Reduced 3.28%
$64.3B
$514,000 0.16% of portfolio
2,266
Q4 2024 Reduced 25.12%
$308B
$527,000 0.16% of portfolio
8,480
Q4 2024 Reduced 2.86%
$0
$441,000 0.14% of portfolio
750
Q4 2024 Reduced 6.25%
$47.1B
$439,000 0.14% of portfolio
8,157
Q3 2024 Reduced 13.58%

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $325 Million
  • Prior Value $333 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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