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View AllLatest Page Arthur B Stock Portfolio
$94.79Million
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About Page Arthur B and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Page Arthur B reported an equity portfolio of $96.4 Millions as of 30 Sep, 2023.
The top stock holdings of Page Arthur B are AAPL, MSFT, GOOG. The fund has invested 5.3% of it's portfolio in APPLE and 5.3% of portfolio in MICROSOFT.
The fund managers got completely rid off AMERICAN TOWER (AMT), ABBVIE (ABBV) and PAYPAL HOLDINGS (PYPL) stocks. They significantly reduced their stock positions in HONEYWELL INTL (HON), CHURCH & DWIGHT (CHD) and NOVARTIS AG ADR. Page Arthur B opened new stock positions in SCHNEIDER ELEC SA ADR. The fund showed a lot of confidence in some stocks as they added substantially to BECTON DICKINSON (BDX), CHEVRON (CVX) and RTX CORPORATION (RTX).
The top stock holdings of Page Arthur B are AAPL, MSFT, GOOG. The fund has invested 5.3% of it's portfolio in APPLE and 5.3% of portfolio in MICROSOFT.
The fund managers got completely rid off AMERICAN TOWER (AMT), ABBVIE (ABBV) and PAYPAL HOLDINGS (PYPL) stocks. They significantly reduced their stock positions in HONEYWELL INTL (HON), CHURCH & DWIGHT (CHD) and NOVARTIS AG ADR. Page Arthur B opened new stock positions in SCHNEIDER ELEC SA ADR. The fund showed a lot of confidence in some stocks as they added substantially to BECTON DICKINSON (BDX), CHEVRON (CVX) and RTX CORPORATION (RTX).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| SCHNEIDER ELEC SA ADR | 69.52 |
| CHEVRON | 1.42 |
Additions to existing portfolio by Page Arthur B
Reductions
| Ticker | % Reduced |
|---|---|
| HONEYWELL INTL | -48.03 |
| STRYKER CORP | -34.08 |
| CHURCH & DWIGHT | -29.36 |
| RTX CORPORATION | -29.26 |
| SYSCO | -23.74 |
| NOVARTIS AG ADR | -23.34 |
| MEDTRONIC | -20.74 |
| BERKSHIRE HATHAWAY CL B | -18.65 |
Page Arthur B reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| EDWARDS LIFESCIENCES | -823,115 |
Page Arthur B got rid off the above stocks
Current Stock Holdings of Page Arthur B
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE | 5.38 | 26,474 | 5,097,040 | REDUCED | -12.1 | |
| ABT | ABBOTT LABS | 3.79 | 32,675 | 3,596,540 | REDUCED | -7.07 | |
| ADI | ANALOG DEVICES | 4.04 | 19,290 | 3,830,220 | REDUCED | -6.87 | |
| ADP | AUTOMATIC DATA PROCESSING | 4.07 | 16,575 | 3,861,480 | REDUCED | -10.76 | |
| AMD | ADVANCED MICRO DEVICES | 4.56 | 29,327 | 4,323,090 | REDUCED | -10.12 | |
| AMGN | AMGEN INC | 0.28 | 910 | 262,098 | REDUCED | -9.00 | |
| AMZN | AMAZON.COM | 2.91 | 18,165 | 2,759,990 | REDUCED | -2.01 | |
| ATR | APTARGROUP | 2.52 | 19,304 | 2,386,360 | REDUCED | -2.72 | |
| BDX | BECTON DICKINSON | 1.22 | 4,732 | 1,153,800 | REDUCED | -7.56 | |
| CHD | CHURCH & DWIGHT | 1.34 | 13,427 | 1,269,660 | REDUCED | -29.36 | |
| CNI | CANADIAN NATL RAILWAY | 3.91 | 29,510 | 3,707,340 | REDUCED | -7.43 | |
| COST | COSTCO WHOLESALE | 0.28 | 400 | 264,032 | UNCHANGED | 0.00 | |
| CVX | CHEVRON | 2.62 | 16,622 | 2,479,340 | ADDED | 1.42 | |
| DHR | DANAHER CORP | 3.43 | 14,059 | 3,252,410 | REDUCED | -16.78 | |
| EW | EDWARDS LIFESCIENCES | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET INC CL A | 4.81 | 32,623 | 4,557,110 | REDUCED | -8.92 | |
| HD | HOME DEPOT | 3.38 | 9,248 | 3,204,890 | REDUCED | -5.49 | |
| HON | HONEYWELL INTL | 0.55 | 2,483 | 520,710 | REDUCED | -48.03 | |
| JNJ | JOHNSON & JOHNSON | 3.73 | 22,580 | 3,539,190 | REDUCED | -5.86 | |
| MA | MASTERCARD | 4.68 | 10,399 | 4,435,280 | REDUCED | -8.85 | |
| MDT | MEDTRONIC | 0.94 | 10,849 | 893,741 | REDUCED | -20.74 | |
| MRK | MERCK | 0.32 | 2,768 | 301,767 | REDUCED | -1.77 | |
| MSFT | MICROSOFT | 5.86 | 14,784 | 5,559,380 | REDUCED | -8.62 | |
| NKE | NIKE INC CLASS B | 1.68 | 14,642 | 1,589,680 | REDUCED | -9.93 | |
| NVDA | NVIDIA CORP | 2.23 | 4,276 | 2,117,560 | REDUCED | -6.33 | |
| NVS | NOVARTIS AG ADR | 1.85 | 17,344 | 1,751,220 | REDUCED | -23.34 | |
| PANW | PALO ALTO NETWORKS INC | 0.38 | 1,206 | 355,625 | UNCHANGED | 0.00 | |
| PEP | PEPSICO | 1.24 | 6,915 | 1,174,440 | REDUCED | -11.06 | |
| PG | PROCTER & GAMBLE | 2.51 | 16,251 | 2,381,420 | REDUCED | -9.73 | |
| ROK | ROCKWELL AUTOMATION | 3.49 | 10,666 | 3,311,580 | REDUCED | -8.32 | |
| RTX | RTX CORPORATION | 1.04 | 11,730 | 986,961 | REDUCED | -29.26 | |
| SYK | STRYKER CORP | 0.65 | 2,050 | 613,893 | REDUCED | -34.08 | |
| SYY | SYSCO | 0.58 | 7,500 | 548,475 | REDUCED | -23.74 | |
| TJX | TJX COS | 3.04 | 30,760 | 2,885,600 | REDUCED | -7.56 | |
| UNH | UNITED HEALTH GROUP | 3.43 | 6,168 | 3,247,270 | REDUCED | -9.84 | |
| WMT | WAL-MART STORES | 2.03 | 12,200 | 1,923,330 | REDUCED | -10.98 | |
| XYL | XYLEM INC | 2.37 | 19,625 | 2,244,320 | REDUCED | -4.18 | |
| FISERV | 3.81 | 27,149 | 3,606,470 | REDUCED | -7.05 | ||
| NESTLE SA ADR | 2.68 | 21,935 | 2,541,300 | REDUCED | -5.75 | ||
| SCHNEIDER ELEC SA ADR | 1.61 | 38,021 | 1,526,960 | ADDED | 69.52 | ||
| BERKSHIRE HATHAWAY CL B | 0.48 | 1,265 | 451,175 | REDUCED | -18.65 | ||
| FIDELITY ADVISOR EQUITY GROWTH | 0.30 | 14,223 | 281,759 | UNCHANGED | 0.00 |