Moreno Evelyn V Portfolio Holdings

Moreno Evelyn V

  • $208 Million
  • Q4 2023

Moreno Evelyn V has filed its 13F form on February 09, 2024 for Q4 2023 where it was disclosed a total value porftolio of $208 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.3M, Microsoft Corp with a value of $13.9M, Spdr S&P Midcap 400 ETF Trust with a value of $9.05M, Alphabet Inc. with a value of $8.57M, and Amazon Com Inc with a value of $8.03M.

Examining the 13F form we can see an decrease of $246M in the current position value, from $454M to 208M.

Moreno Evelyn V is based out at Boston, MA

Below you can find more details about Moreno Evelyn V portfolio as well as his latest detailed transactions.

Portfolio value $208 Million
Technology: $49.1 Million
Healthcare: $29.1 Million
Financial Services: $27.6 Million
Consumer Cyclical: $21 Million
Industrials: $18.2 Million
ETFs: $17 Million
Communication Services: $16 Million
Consumer Defensive: $14.4 Million
Other: $10.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$14.3 Million 6.88% of portfolio
74,492
Q4 2023 Reduced 63.66%
$3.33T
$13.9 Million 6.65% of portfolio
36,856
Q4 2023 Reduced 60.71%
$0
$9.05 Million 4.34% of portfolio
17,830
Q4 2023 Reduced 67.82%
$1.12T
$8.57 Million 4.11% of portfolio
60,789
Q4 2023 Reduced 51.52%
$1.97T
$8.03 Million 3.85% of portfolio
52,823
Q4 2023 Reduced 58.86%
$308B
$5.9 Million 2.83% of portfolio
11,911
Q4 2023 Reduced 62.22%
$0
$5.08 Million 2.44% of portfolio
87,875
Q4 2023 New
$257B
$4.02 Million 1.93% of portfolio
15,283
Q4 2023 Reduced 65.51%
$593B
$3.95 Million 1.89% of portfolio
23,205
Q4 2023 Reduced 61.91%
$157B
$3.81 Million 1.83% of portfolio
1,075
Q4 2023 Reduced 65.46%
$229B
$3.71 Million 1.78% of portfolio
36,718
Q4 2023 Reduced 53.24%
$421B
$3.71 Million 1.78% of portfolio
8,696
Q4 2023 Reduced 65.1%
$0
$3.56 Million 1.71% of portfolio
32,903
Q4 2023 Reduced 66.56%
$101B
$3.49 Million 1.68% of portfolio
11,840
Q4 2023 Reduced 64.87%
$87.6B
$3.42 Million 1.64% of portfolio
19,116
Q4 2023 Reduced 59.75%
$182B
$3.2 Million 1.54% of portfolio
13,840
Q4 2023 Reduced 59.81%
$172B
$3.06 Million 1.47% of portfolio
69,751
Q4 2023 Reduced 51.26%
$39.3B
$2.98 Million 1.43% of portfolio
12,860
Q4 2023 Reduced 38.83%
$129B
$2.96 Million 1.42% of portfolio
9,891
Q4 2023 Reduced 69.01%
$76.4B
$2.94 Million 1.41% of portfolio
22,901
Q4 2023 Reduced 64.04%
$319B
$2.82 Million 1.35% of portfolio
83,657
Q4 2023 Reduced 60.94%
$391B
$2.81 Million 1.35% of portfolio
19,155
Q4 2023 Reduced 64.75%
$31.8B
$2.73 Million 1.31% of portfolio
8,782
Q4 2023 Reduced 65.45%
$1.09T
$2.65 Million 1.27% of portfolio
18,960
Q4 2023 Reduced 66.82%
$382B
$2.62 Million 1.26% of portfolio
16,735
Q4 2023 Reduced 43.5%
$217B
$2.6 Million 1.25% of portfolio
4,889
Q4 2023 Reduced 63.96%
$227B
$2.58 Million 1.24% of portfolio
15,194
Q4 2023 Reduced 67.65%
$79.7B
$2.59 Million 1.24% of portfolio
9,963
Q4 2023 Reduced 63.52%
$376B
$2.56 Million 1.23% of portfolio
3,883
Q3 2023 Added 26.98%
$113B
$2.52 Million 1.21% of portfolio
6,299
Q4 2023 Reduced 64.12%
$105B
$2.23 Million 1.07% of portfolio
11,745
Q4 2023 New
$105B
$2.19 Million 1.05% of portfolio
26,534
Q4 2023 Reduced 63.69%
$184B
$2.08 Million 1.0% of portfolio
13,200
Q4 2023 Reduced 61.91%
$275B
$2.07 Million 0.99% of portfolio
35,156
Q4 2023 Reduced 66.9%
$59.8B
$2.05 Million 0.99% of portfolio
3,765
Q4 2023 Reduced 65.19%
$165B
$2 Million 0.96% of portfolio
21,395
Q4 2023 New
$90.5B
$1.95 Million 0.93% of portfolio
9,019
Q4 2023 Reduced 63.49%
$314B
$1.89 Million 0.91% of portfolio
17,344
Q4 2023 Reduced 51.71%
$119B
$1.85 Million 0.89% of portfolio
2,282
Q4 2023 Reduced 64.76%
$45.6B
$1.7 Million 0.82% of portfolio
2,050
Q1 2022 New
$367B
$1.63 Million 0.78% of portfolio
3
Q1 2023 Reduced 40.0%
$480B
$1.61 Million 0.77% of portfolio
16,115
Q4 2023 Reduced 67.43%
$139B
$1.59 Million 0.76% of portfolio
26,201
Q4 2023 Reduced 65.32%
$306B
$1.52 Million 0.73% of portfolio
10,189
Q4 2023 Reduced 66.8%
$137B
$1.52 Million 0.73% of portfolio
6,851
Q4 2023 Reduced 50.77%
$0
$1.49 Million 0.72% of portfolio
19,790
Q4 2023 Reduced 76.27%
$650B
$1.19 Million 0.57% of portfolio
1,070
Q4 2023 New
$99.1B
$1.18 Million 0.56% of portfolio
5,045
Q4 2023 Reduced 13.35%
$352B
$1.15 Million 0.55% of portfolio
3,320
Q4 2023 Reduced 71.91%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $208 Million
  • Prior Value $454 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 09, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 13 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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