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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$3.81 Million 1.83% of portfolio
1,075
Q4 2023 Reduced 65.46%
$116B
$3.49 Million 1.68% of portfolio
11,840
Q4 2023 Reduced 64.87%
$89.6B
$3.42 Million 1.64% of portfolio
19,116
Q4 2023 Reduced 59.75%
$167B
$3.2 Million 1.54% of portfolio
13,840
Q4 2023 Reduced 59.81%
$139B
$3.2 Million 1.54% of portfolio
34,121
Q4 2023 Reduced 62.47%
$189B
$3.06 Million 1.47% of portfolio
69,751
Q4 2023 Reduced 51.26%
$35.5B
$2.98 Million 1.43% of portfolio
12,860
Q4 2023 Reduced 38.83%
$147B
$2.96 Million 1.42% of portfolio
9,891
Q4 2023 Reduced 69.01%
$88.1B
$2.94 Million 1.41% of portfolio
22,901
Q4 2023 Reduced 64.04%
$32.7B
$2.73 Million 1.31% of portfolio
8,782
Q4 2023 Reduced 65.45%
$196B
$2.6 Million 1.25% of portfolio
4,889
Q4 2023 Reduced 63.96%
$78.5B
$2.59 Million 1.24% of portfolio
9,963
Q4 2023 Reduced 63.52%
$122B
$2.52 Million 1.21% of portfolio
6,299
Q4 2023 Reduced 64.12%
$111B
$2.23 Million 1.07% of portfolio
11,745
Q4 2023 New
$116B
$2.19 Million 1.05% of portfolio
26,534
Q4 2023 Reduced 63.69%
$58.2B
$2.05 Million 0.99% of portfolio
3,765
Q4 2023 Reduced 65.19%
$158B
$1.85 Million 0.89% of portfolio
2,282
Q4 2023 Reduced 64.76%
$59.2B
$1.7 Million 0.82% of portfolio
2,050
Q1 2022 New
$150B
$1.59 Million 0.76% of portfolio
26,201
Q4 2023 Reduced 65.32%
$169B
$1.52 Million 0.73% of portfolio
6,851
Q4 2023 Reduced 50.77%
$67.1B
$1.19 Million 0.57% of portfolio
1,070
Q4 2023 New
$124B
$1.18 Million 0.56% of portfolio
5,045
Q4 2023 Reduced 13.35%
$82.6B
$1 Million 0.48% of portfolio
5,081
Q1 2023 Reduced 39.09%
$147B
$777,000 0.37% of portfolio
16,034
Q4 2023 Added 1.71%
$196B
$636,000 0.31% of portfolio
9,446
Q4 2023 Reduced 6.42%
$87.9B
$620,000 0.3% of portfolio
1,068
Q1 2023 Reduced 58.43%
$108B
$607,000 0.29% of portfolio
3,060
Q3 2023 New
$22.1B
$595,000 0.29% of portfolio
17,135
Q3 2023 Added 11.92%
$75.2B
$558,000 0.27% of portfolio
12,905
Q4 2023 Reduced 85.84%
$67.7B
$565,000 0.27% of portfolio
3,880
Q2 2023 Reduced 6.05%
$116B
$554,000 0.27% of portfolio
8,263
Q4 2023 Added 10.85%
$96.5B
$545,000 0.26% of portfolio
347
Q3 2023 New
$20.1B
$527,000 0.25% of portfolio
7,582
Q3 2022 New
$41B
$502,000 0.24% of portfolio
6,491
Q1 2022 New
$13.5B
$460,000 0.22% of portfolio
9,404
Q3 2023 Added 100.0%
$86.3B
$450,000 0.22% of portfolio
11,353
Q1 2022 New
$41.6B
$426,000 0.2% of portfolio
9,325
Q3 2023 Added 77.45%
$56.1B
$398,000 0.19% of portfolio
2,621
Q4 2022 New
$18B
$395,000 0.19% of portfolio
87,744
Q4 2022 New
$76.4B
$373,000 0.18% of portfolio
3,835
Q3 2023 New
$59.9B
$378,000 0.18% of portfolio
25,210
Q4 2023 Added 5.68%
$45.5B
$383,000 0.18% of portfolio
2,663
Q1 2022 New
$27.5B
$357,000 0.17% of portfolio
7,243
Q4 2022 New
$45.1B
$350,000 0.17% of portfolio
4,039
Q1 2022 New
$98.6B
$356,000 0.17% of portfolio
2,270
Q3 2023 New
$42.8B
$364,000 0.17% of portfolio
2,444
Q4 2022 New
$120B
$327,000 0.16% of portfolio
1,450
Q3 2023 New
$29.3B
$324,000 0.16% of portfolio
3,140
Q2 2023 New
$70.1B
$330,000 0.16% of portfolio
1,664
Q4 2023 Added 21.9%

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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