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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$34.9 Million 10.74% of portfolio
139,441
Q4 2024 Reduced 0.38%
$1.07T
$17.3 Million 5.33% of portfolio
91,507
Q4 2024 Reduced 0.73%
$532B
$15 Million 4.63% of portfolio
28,564
Q4 2024 Reduced 0.97%
$3.04T
$14.9 Million 4.57% of portfolio
35,270
Q4 2024 Added 0.29%
$2.21T
$13.9 Million 4.29% of portfolio
63,579
Q4 2024 Added 0.34%
$335B
$13.4 Million 4.13% of portfolio
100,063
Q4 2024 Reduced 4.44%
$394B
$10.7 Million 3.28% of portfolio
27,383
Q4 2024 Reduced 0.29%
$236B
$10.5 Million 3.22% of portfolio
92,696
Q4 2024 Added 0.26%
$424B
$10.3 Million 3.17% of portfolio
71,223
Q4 2024 Reduced 2.93%
$403B
$10.1 Million 3.11% of portfolio
60,348
Q4 2024 Reduced 0.15%
$436B
$7.45 Million 2.29% of portfolio
14,721
Q4 2024 Reduced 0.03%
$307B
$4.89 Million 1.5% of portfolio
33,776
Q4 2024 Reduced 2.65%
$261B
$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%
$775B
$2.53 Million 0.78% of portfolio
10,540
Q4 2024 Added 1.28%
$461B
$2.34 Million 0.72% of portfolio
21,782
Q4 2024 Reduced 0.23%
$623B
$1.9 Million 0.58% of portfolio
4,192
Q3 2024 Reduced 1.76%
$360B
$1.34 Million 0.41% of portfolio
30,390
Q4 2024 Reduced 0.08%
$310B
$1.31 Million 0.4% of portfolio
3,928
Q4 2024 New
$257B
$1.23 Million 0.38% of portfolio
13,640
Q4 2024 Reduced 4.21%
$227B
$870,000 0.27% of portfolio
8,754
Q3 2024 Reduced 2.78%
$1.11T
$687,000 0.21% of portfolio
3,608
Q4 2024 Added 1.63%
$309B
$527,000 0.16% of portfolio
8,480
Q4 2024 Reduced 2.86%
$214B
$383,000 0.12% of portfolio
670
Q4 2022 New
$570B
$337,000 0.1% of portfolio
1,067
Q4 2024 Added 5.02%
$458B
$246,000 0.08% of portfolio
269
Q4 2024 Added 11.62%
$218B
$219,000 0.07% of portfolio
1,315
Q4 2024 Reduced 5.05%

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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