Kidder Stephen W Portfolio Holdings

Kidder Stephen W

  • $333 Million
  • Q3 2024

Kidder Stephen W has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $333 Million distributed in 271 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32.6M, Automatic Data Processing Inc with a value of $15.6M, Alphabet Inc. with a value of $15.3M, Microsoft Corp with a value of $15.1M, and Mastercard Inc with a value of $14.2M.

Examining the 13F form we can see an increase of $16.2M in the current position value, from $317M to 333M.

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

Portfolio value $333 Million
Technology: $94.2 Million
Industrials: $67.8 Million
Healthcare: $61.3 Million
Consumer Cyclical: $36.6 Million
Consumer Defensive: $26 Million
Financial Services: $20.9 Million
Communication Services: $16.2 Million
Energy: $7.67 Million
Other: $2.36 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.92T
$32.6 Million 9.79% of portfolio
139,974
Q3 2024 Reduced 0.8%
$1.13T
$15.3 Million 4.59% of portfolio
92,183
Q3 2024 Reduced 1.32%
$3.12T
$15.1 Million 4.54% of portfolio
35,169
Q3 2024 Reduced 1.12%
$498B
$14.2 Million 4.28% of portfolio
28,845
Q3 2024 Reduced 0.67%
$345B
$12.7 Million 3.82% of portfolio
104,710
Q3 2024 Reduced 3.99%
$377B
$11.9 Million 3.57% of portfolio
73,375
Q3 2024 Reduced 2.14%
$2.24T
$11.8 Million 3.55% of portfolio
63,361
Q3 2024 Added 0.24%
$398B
$11.1 Million 3.34% of portfolio
27,463
Q3 2024 Reduced 0.24%
$393B
$10.5 Million 3.14% of portfolio
60,438
Q3 2024 Reduced 0.9%
$472B
$8.61 Million 2.59% of portfolio
14,726
Q3 2024 Added 0.22%
$225B
$6.4 Million 1.92% of portfolio
63,537
Q3 2024 Reduced 7.72%
$287B
$5.11 Million 1.53% of portfolio
34,696
Q3 2024 Added 0.1%
$207B
$4.02 Million 1.21% of portfolio
23,618
Q3 2024 Reduced 13.39%
$317B
$2.59 Million 0.78% of portfolio
13,096
Q3 2024 Reduced 0.91%
$447B
$2.56 Million 0.77% of portfolio
21,832
Q1 2024 Reduced 18.94%
$704B
$2.19 Million 0.66% of portfolio
10,407
Q3 2024 Reduced 7.26%
$355B
$1.21 Million 0.36% of portfolio
30,415
Q3 2024 Reduced 0.08%
$244B
$1.15 Million 0.35% of portfolio
14,240
Q3 2024 Reduced 5.48%
$251B
$994,000 0.3% of portfolio
8,754
Q3 2024 Reduced 2.78%
$267B
$627,000 0.19% of portfolio
8,730
Q3 2024 Reduced 7.91%
$1.16T
$593,000 0.18% of portfolio
3,550
Q2 2024 Reduced 1.39%
$514B
$279,000 0.08% of portfolio
1,016
Q1 2024 Reduced 3.88%
$403B
$213,000 0.06% of portfolio
241
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 271
  • Current Value $333 Million
  • Prior Value $317 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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