Kidder Stephen W Portfolio Holdings

Kidder Stephen W

  • $317 Million
  • Q2 2024

Kidder Stephen W has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $317 Million distributed in 274 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.7M, Alphabet Inc. with a value of $17M, Microsoft Corp with a value of $15.9M, Automatic Data Processing Inc with a value of $13.8M, and Nvidia Corp with a value of $13.5M.

Examining the 13F form we can see an increase of $7.45M in the current position value, from $309M to 317M.

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

Portfolio value $317 Million
Technology: $93.6 Million
Industrials: $61.3 Million
Healthcare: $56.4 Million
Consumer Cyclical: $33.7 Million
Consumer Defensive: $24.7 Million
Financial Services: $19.1 Million
Communication Services: $17.9 Million
Energy: $7.93 Million
Other: $2.05 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$120B
$13.8 Million 4.36% of portfolio
57,820
Q2 2024 Reduced 1.19%
$121B
$11.8 Million 3.74% of portfolio
51,871
Q2 2024 Reduced 4.52%
$79.5B
$10.1 Million 3.18% of portfolio
80,379
Q2 2024 Reduced 2.27%
$199B
$9.62 Million 3.04% of portfolio
92,559
Q2 2024 Added 1.09%
$11B
$9.19 Million 2.9% of portfolio
65,263
Q2 2024 Added 0.59%
$74.8B
$9.11 Million 2.88% of portfolio
77,108
Q2 2024 Reduced 1.87%
$177B
$9.02 Million 2.85% of portfolio
36,094
Q2 2024 Added 1.23%
$180B
$8.73 Million 2.75% of portfolio
86,921
Q2 2024 Added 0.91%
$132B
$8.3 Million 2.62% of portfolio
75,383
Q2 2024 Added 0.61%
$31B
$8.08 Million 2.55% of portfolio
29,369
Q2 2024 Added 0.71%
$23.4B
$6.77 Million 2.14% of portfolio
49,930
Q2 2024 Added 1.08%
$147B
$5.37 Million 1.7% of portfolio
111,640
Q2 2024 Added 24.24%
$62.4B
$3.14 Million 0.99% of portfolio
49,785
Q2 2024 Added 94.66%
$20B
$2.6 Million 0.82% of portfolio
43,395
Q2 2024 Added 110.25%
$123B
$2.53 Million 0.8% of portfolio
6,770
Q3 2023 Reduced 0.1%
$121B
$2.14 Million 0.67% of portfolio
4,559
Q2 2024 Added 695.64%
$91.2B
$1.19 Million 0.38% of portfolio
6,555
Q1 2024 Reduced 1.5%
$18.7B
$1.15 Million 0.36% of portfolio
16,300
Q2 2024 Added 20.96%
$67.7B
$1.07 Million 0.34% of portfolio
4,572
Q2 2024 Reduced 1.19%
$143B
$1.06 Million 0.33% of portfolio
4,670
Q2 2024 Reduced 1.06%
$19.4B
$905,000 0.29% of portfolio
12,760
Q2 2024 New
$94B
$767,000 0.24% of portfolio
24,780
Q2 2024 Reduced 13.9%
$71.5B
$633,000 0.2% of portfolio
6,200
Q1 2024 Reduced 5.34%
$32.8B
$600,000 0.19% of portfolio
3,050
Q4 2022 New
$136B
$613,000 0.19% of portfolio
1,802
Q1 2024 Reduced 0.99%
$48.8B
$462,000 0.15% of portfolio
9,439
Q1 2023 Reduced 6.44%
$190B
$401,000 0.13% of portfolio
2,527
Q1 2024 Reduced 10.99%
$73.9B
$381,000 0.12% of portfolio
6,465
Q2 2024 Reduced 62.4%
$40.3B
$382,000 0.12% of portfolio
6,050
Q4 2023 Reduced 21.58%
$179B
$303,000 0.1% of portfolio
670
Q4 2022 New
$69.9B
$283,000 0.09% of portfolio
1,100
Q2 2021 Reduced 15.38%
$119B
$264,000 0.08% of portfolio
1,036
Q2 2024 Reduced 2.81%
$174B
$263,000 0.08% of portfolio
6,400
Q1 2024 Reduced 7.33%
$51.1B
$257,000 0.08% of portfolio
2,175
Q1 2022 New
$54.7B
$233,000 0.07% of portfolio
3,100
Q1 2024 New
$112B
$213,000 0.07% of portfolio
5,150
Q2 2024 Reduced 0.96%
$34.1B
$218,000 0.07% of portfolio
2,950
Q2 2024 Reduced 16.9%
$44.5B
$202,000 0.06% of portfolio
3,230
Q1 2024 Reduced 63.83%

Summary

  • Portfolio
  • No. of Stocks 274
  • Current Value $317 Million
  • Prior Value $309 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Kidder Stephen W Portfolio

Follow Kidder Stephen W and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kidder Stephen W, based on Form 13F filings with the SEC.

News

Stay updated on Kidder Stephen W with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email