Meristem
Latest statistics and disclosures from Meristem Family Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Amr, and represent % of Meristem Family Wealth's stock portfolio.
- Added to shares of these 1 stock: Amr.
- Started 1 new stock position in Amr.
- Reduced shares in these 10 stocks: IVV (-$189M), OEF (-$121M), IJR (-$114M), , AAPL (-$28M), , MOFG (-$14M), MSFT (-$13M), , PEP (-$12M).
- Sold out of its positions in AFL, AES, T, ABT, ABBV, AWP, ADBE, AAP, AMG, ALLY.
- Meristem Family Wealth was a net seller of stock by $-925M.
- Central Index Key (CIK): 0001511915
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Portfolio Holdings for Meristem Family Wealth
Meristem Family Wealth holds 1 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amr | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Meristem Family Wealth
SEC 13F filings are viewable for Meristem Family Wealth going back to 2010
- Meristem Family Wealth 2022 Q3 filed Nov. 14, 2022
- Meristem Family Wealth 2022 Q1 filed May 11, 2022
- Meristem Family Wealth 2021 Q4 filed Feb. 10, 2022
- Meristem Family Wealth 2021 Q3 filed Nov. 15, 2021
- Meristem Family Wealth 2021 Q2 filed Aug. 6, 2021
- Meristem Family Wealth 2021 Q1 filed May 12, 2021
- Meristem Family Wealth 2020 Q4 filed Feb. 12, 2021
- Meristem Family Wealth 2020 Q3 filed Nov. 13, 2020
- Meristem Family Wealth 2020 Q2 filed Aug. 6, 2020
- Meristem Family Wealth 2020 Q1 filed May 12, 2020
- Meristem Family Wealth 2019 Q4 filed Jan. 31, 2020
- Meristem Family Wealth 2019 Q3 filed Nov. 8, 2019
- Meristem Family Wealth 2019 Q2 filed Aug. 6, 2019
- Meristem Family Wealth 2019 Q1 filed April 29, 2019
- Meristem Family Wealth 2018 Q4 filed Feb. 7, 2019
- Meristem Family Wealth 2018 Q3 filed Nov. 20, 2018