Haverford Financial Services
Latest statistics and disclosures from Haverford Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, COST, MA, ACN, and represent 27.53% of Haverford Financial Services's stock portfolio.
- Added to shares of these 10 stocks: UPS, TMO, ORCL, AVEM, VGK, LOW, COST, AAPL, RTX, TJX.
- Started 1 new stock position in VGK.
- Reduced shares in these 8 stocks: ACN, UNH, BLK, IEMG, MSFT, JPM, STIP, MBB.
- Haverford Financial Services was a net seller of stock by $-4.5M.
- Haverford Financial Services has $334M in assets under management (AUM), dropping by 7.59%.
- Central Index Key (CIK): 0001347683
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Haverford Financial Services holds 40 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Haverford Financial Services
SEC 13F filings are viewable for Haverford Financial Services going back to 2010
- Haverford Financial Services 2023 Q4 filed Feb. 8, 2024
- Haverford Financial Services 2023 Q3 filed Nov. 9, 2023
- Haverford Financial Services 2023 Q2 filed Aug. 7, 2023
- Haverford Financial Services 2023 Q1 filed May 12, 2023
- Haverford Financial Services 2022 Q4 filed Feb. 7, 2023
- Haverford Financial Services 2022 Q3 filed Nov. 14, 2022
- Haverford Financial Services 2022 Q2 filed Aug. 12, 2022
- Haverford Financial Services 2022 Q1 filed May 2, 2022
- Haverford Financial Services 2021 Q4 filed Feb. 10, 2022
- Haverford Financial Services 2021 Q3 filed Nov. 12, 2021
- Haverford Financial Services 2021 Q2 filed Aug. 16, 2021
- Haverford Financial Services 2021 Q1 filed May 11, 2021
- Haverford Financial Services 2020 Q4 filed Feb. 4, 2021
- Haverford Financial Services 2020 Q3 filed Nov. 10, 2020
- Haverford Financial Services 2020 Q2 filed Aug. 13, 2020
- Haverford Financial Services 2020 Q1 filed May 11, 2020