LAURIE HALL
Latest statistics and disclosures from LAURIE HALL's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GE, XOM, PG, JNJ, MMM. These five stock positions account for 28.39% of LAURIE HALL's total stock portfolio.
- Added to shares of Abbvie, MDY, SPY, EW, CHD, VZ, ZMH, BRK.B, MON, DD.
- Started new stock positions in EW, Abbvie, VZ, ZMH, MDY, CHD, MON.
- Reduced shares in these stocks: SCMR, MDT, XOM, EFA, ABT, STO, GE, MSFT, APD, AMAT.
- Sold out of its positions in SCMR.
- As of March 31, 2013, LAURIE HALL has $111.19M in assets under management (AUM). Assets under management grew from a total value of $100.12M to $111.19M.
- Independent of market fluctuations, LAURIE HALL was a net buyer by $2.79M worth of stocks in the most recent quarter.
LAURIE HALL portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| GE | General Electric Company | 7.74 | 373924 | 23.03 | 24.04 | |
| XOM | Exxon Mobil Corporation | 6.28 | 77408 | 90.23 | 91.76 | |
| PG | Procter & Gamble Company | 5.80 | 83776 | 76.92 | 78.75 | |
| JNJ | Johnson & Johnson | 4.37 | 59196 | 82.04 | 87.94 | |
| MMM | 3M Company | 4.20 | 43904 | 106.36 | 111.74 | |
| PEP | Pepsi | 3.64 | 51149 | 79.19 | 82.57 | |
| MSFT | Microsoft Corporation | 3.28 | 128044 | 28.48 | 34.92 | |
| TWX | Time Warner | 2.96 | 57173 | 57.61 | 60.71 | |
| INTC | Intel Corporation | 2.91 | 147947 | 21.89 | 24.15 | |
| EFA | iShares MSCI EAFE Index Fund | 2.45 | -3.00% | 46318 | 58.86 | 64.04 |
| Abbvie | 2.37 | NEW | 64561 | 40.74 | 0.00 | |
| STT | State Street Corporation | 2.32 | 42948 | 60.00 | 65.38 | |
| SPY | SPDR S&P; 500 ETF | 2.26 | +14.00% | 16025 | 156.56 | 167.07 |
| SYK | Stryker Corporation | 2.18 | 37350 | 65.00 | 69.02 | |
| ABT | Abbott Laboratories | 2.04 | -3.00% | 64211 | 35.33 | 37.93 |
| EMR | Emerson Electric | 2.01 | +2.00% | 40065 | 55.71 | 58.90 |
| PFE | Pfizer | 1.82 | 69975 | 28.85 | 28.41 | |
| CI | CIGNA Corporation | 1.81 | 32200 | 62.36 | 68.64 | |
| QCOM | QUALCOMM | 1.69 | 28190 | 66.67 | 65.81 | |
| CVX | Chevron Corporation | 1.63 | 15271 | 118.85 | 126.55 | |
| BND | Vanguard Total Bond Market ETF | 1.51 | 20094 | 83.66 | 83.32 | |
| ADP | Automatic Data Processing | 1.44 | 24931 | 64.44 | 71.01 | |
| WAG | Walgreen Company | 1.38 | 31680 | 48.33 | 49.61 | |
| VTI | Vanguard Total Stock Market ETF | 1.32 | 18175 | 80.94 | 86.08 | |
| STO | Statoil ASA | 1.31 | -4.00% | 58945 | 24.67 | 22.59 |
| AMGN | Amgen | 1.30 | 14080 | 102.49 | 105.86 | |
| XLNX | Xilinx | 1.28 | 37485 | 38.00 | 39.22 | |
| SYY | SYSCO Corporation | 1.19 | -2.00% | 37485 | 35.16 | 34.81 |
| APD | Air Products & Chemicals | 1.16 | -3.00% | 14660 | 88.00 | 95.13 |
| AMAT | Applied Materials | 1.15 | -3.00% | 94200 | 13.57 | 14.70 |
| AAPL | Apple | 1.14 | 2914 | 433.33 | 446.26 | |
| SLB | Schlumberger | 1.09 | -2.00% | 16017 | 76.00 | 77.24 |
| MRK | Merck & Co | 1.06 | 29381 | 40.00 | 45.35 | |
| CELG | Celgene Corporation | 1.04 | 9955 | 116.00 | 127.81 | |
| GOOG | 1.00 | 1416 | 783.78 | 905.00 | ||
| BRK.B | Berkshire Hathaway | 0.80 | +29.00% | 8383 | 106.67 | 0.00 |
| RDS.B | Royal Dutch Shell | 0.76 | -3.00% | 12475 | 67.50 | 0.00 |
| TGT | Target Corporation | 0.76 | -3.00% | 12355 | 68.18 | 70.88 |
| USB | U.S. Ban | 0.71 | 23350 | 33.92 | 34.67 | |
| TWC | Time Warner Cable | 0.66 | 7613 | 96.02 | 97.95 | |
| MDT | Medtronic | 0.66 | -14.00% | 15635 | 47.27 | 52.93 |
| IBM | International Business Machines | 0.66 | -5.00% | 3444 | 213.41 | 208.37 |
| BHI | Baker Hughes Incorporated | 0.63 | -3.00% | 15130 | 46.40 | 48.00 |
| APC | Anadarko Petroleum Corporation | 0.61 | -2.00% | 7718 | 87.46 | 90.99 |
| BAX | Baxter International | 0.57 | -2.00% | 8645 | 73.33 | 73.15 |
| DD | E.I. du Pont de Nemours & Company | 0.55 | +21.00% | 12706 | 48.00 | 56.57 |
| JPM | JPMorgan Chase & Co. | 0.51 | -4.00% | 11734 | 48.28 | 52.89 |
| WFC | Wells Fargo & Company | 0.51 | 15468 | 36.98 | 39.88 | |
| KO | Coca-Cola Company | 0.50 | 13355 | 41.24 | 42.17 | |
| FISV | Fiserv | 0.50 | 6240 | 88.33 | 90.13 | |
| CSCO | Cisco Systems | 0.48 | 25578 | 20.88 | 23.97 | |
| T | AT&T; | 0.45 | 13267 | 37.50 | 36.84 | |
| HPQ | Hewlett-Packard Company | 0.43 | 20119 | 23.86 | 21.27 | |
| PCAR | PACCAR | 0.41 | 8914 | 50.59 | 54.31 | |
| CREE | Cree | 0.36 | 7400 | 54.73 | 63.25 | |
| PH | Parker-Hannifin Corporation | 0.35 | 4219 | 91.49 | 99.83 | |
| GNTX | Gentex Corporation | 0.34 | +3.00% | 18630 | 20.00 | 25.23 |
| CL | Colgate-Palmolive Company | 0.33 | 3140 | 118.15 | 61.70 | |
| TMO | Thermo Fisher Scientific | 0.30 | -5.00% | 4338 | 76.67 | 87.50 |
| UN | Unilever N.V. | 0.30 | 8192 | 41.02 | 42.16 | |
| ORCL | Oracle Corporation | 0.30 | -4.00% | 10480 | 32.35 | 35.16 |
| D | Dominion Resources | 0.29 | 5620 | 58.19 | 60.23 | |
| MDY | SPDR S&P; MidCap 400 ETF | 0.29 | NEW | 1560 | 209.62 | 220.56 |
| NVS | Novartis AG | 0.26 | -4.00% | 4055 | 71.27 | 74.21 |
| TJX | TJX Companies | 0.26 | 6300 | 46.67 | 51.50 | |
| CSJ | iShares Barclays 1-3 Year Cred Bd Fd ETF | 0.26 | +21.00% | 2690 | 105.58 | 105.57 |
| AXP | American Express Company | 0.24 | 4035 | 67.41 | 76.11 | |
| UTX | United Technologies Corporation | 0.24 | 2825 | 93.45 | 97.35 | |
| Tor Dom Bk Cad | 0.24 | +4.00% | 3300 | 80.00 | 0.00 | |
| DIS | Walt Disney Company | 0.23 | -9.00% | 4440 | 56.76 | 66.34 |
| GWW | W.W. Grainger | 0.23 | 1125 | 224.89 | 267.92 | |
| ITW | Illinois Tool Works | 0.22 | 3941 | 60.90 | 70.90 | |
| APA | Apache Corporation | 0.21 | 3100 | 76.36 | 84.31 | |
| EW | Edwards Lifesciences | 0.20 | NEW | 2640 | 82.20 | 66.51 |
| TIP | iShares Barclays TIPS Bond Fund | 0.20 | -11.00% | 1813 | 120.00 | 118.86 |
| VZ | Verizon Communications | 0.19 | NEW | 4389 | 49.21 | 53.35 |
| FITB | Fifth Third Ban | 0.19 | 12653 | 16.28 | 18.31 | |
| ZMH | Zimmer Holdings | 0.19 | NEW | 2849 | 75.11 | 80.34 |
| CHD | Church & Dwight | 0.19 | NEW | 3330 | 65.00 | 62.98 |
| MON | Monsanto Company | 0.18 | NEW | 1900 | 105.79 | 107.98 |
| NOK | Nokia Corporation | 0.14 | 45900 | 3.29 | 3.74 |
Past 13F-HR SEC Filings for LAURIE HALL
- LAURIE HALL 2012 Q4 - filed Jan. 16, 2013
- LAURIE HALL 2012 Q3 - filed Oct. 15, 2012
- LAURIE HALL 2012 Q2 - filed July 17, 2012
- LAURIE HALL 2012 Q1 - filed April 24, 2012
- LAURIE HALL 2011 Q4 - filed Jan. 27, 2012
- LAURIE HALL 2011 Q3 - filed Oct. 14, 2011
- LAURIE HALL 2011 Q2 - filed July 6, 2011
- LAURIE HALL 2011 Q1 - filed April 26, 2011
