NEEDELMAN ASSET MANAGEMENT INC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, NEEDELMAN ASSET MANAGEMENT INC opened 8 positions, added to 51, reduced 195 and sold out of 4.
- Q1 2016: Stock BAC; Country of operation United States; Class COM; Shares before 72,921.
- Q1 2016: Stock BRKB; Country of operation —; Class COM; Shares before 7,625.
- Q1 2016: Stock VZ; Country of operation United States; Class COM; Shares before 15,442.
- Q1 2016: Stock HONZZZZ; Country of operation —; Class COM; Shares before 11,910.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 783827), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-13); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-08); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-06); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-02); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-09); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-09); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-08); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-01); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-22); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2016 | BAC
BANK OF AMERICA CORP | United States | COM | 72,921 | 74,556 | +1,635 | $1,227,000 | $1,008,000 | -$219,000 | 2016-04-08 |
|---|
| Q1 2016 | BRKB
BERKSHIRE HATHAWAY INC CLASS B | | COM | 7,625 | 8,305 | +680 | $1,007,000 | $1,178,000 | +$171,000 | 2016-04-08 |
|---|
| Q1 2016 | VZ
VERIZON COMMUNICATIONS | United States | COM | 15,442 | 16,152 | +710 | $714,000 | $874,000 | +$160,000 | 2016-04-08 |
|---|
| Q1 2016 | HONZZZZ
HONEYWELL INTERNATIONAL INC | | COM | 11,910 | 12,076 | +166 | $1,234,000 | $1,353,000 | +$119,000 | 2016-04-08 |
|---|
| Q1 2016 | EMR
EMERSON ELECTRIC COMPANY | United States | COM | 17,795 | 17,815 | +20 | $851,000 | $969,000 | +$118,000 | 2016-04-08 |
|---|
| Q1 2016 | FLR
FLUOR CORP (NEW) | United States | COM | 16,660 | 16,810 | +150 | $787,000 | $903,000 | +$116,000 | 2016-04-08 |
|---|
| Q1 2016 | JPM
JPMORGAN CHASE& CO | United States | COM | 17,213 | 17,588 | +375 | $1,137,000 | $1,042,000 | -$95,000 | 2016-04-08 |
|---|
| Q1 2016 | QCOM
QUALCOMM INC | United States | COM | 18,880 | 20,175 | +1,295 | $944,000 | $1,032,000 | +$88,000 | 2016-04-08 |
|---|
| Q1 2016 | KMB
KIMBERLY CLARK | United States | COM | 7,493 | 7,738 | +245 | $954,000 | $1,041,000 | +$87,000 | 2016-04-08 |
|---|
| Q1 2016 | PFE
PFIZER INC | United States | COM | 31,065 | 31,140 | +75 | $1,003,000 | $923,000 | -$80,000 | 2016-04-08 |
|---|
| Q1 2016 | WFC
WELLS FARGO& CO (NEW) | United States | COM | 13,721 | 13,996 | +275 | $746,000 | $677,000 | -$69,000 | 2016-04-08 |
|---|
| Q1 2016 | CVX
CHEVRON CORP NEW | United States | COM | 8,345 | 8,490 | +145 | $751,000 | $810,000 | +$59,000 | 2016-04-08 |
|---|
| Q1 2016 | PG
PROCTER AND GAMBLE COMPANY | United States | COM | 11,210 | 11,520 | +310 | $890,000 | $948,000 | +$58,000 | 2016-04-08 |
|---|
| Q1 2016 | INTC
INTEL CORPORATION | United States | COM | 34,159 | 34,855 | +696 | $1,177,000 | $1,128,000 | -$49,000 | 2016-04-08 |
|---|
| Q1 2016 | AAPL
APPLE INC | United States | COM | 5,941 | 6,056 | +115 | $625,000 | $660,000 | +$35,000 | 2016-04-08 |
|---|
| Q1 2016 | ABT
ABBOTT LABORATORIES | United States | COM | 17,892 | 18,592 | +700 | $804,000 | $778,000 | -$26,000 | 2016-04-08 |
|---|
| Q1 2016 | ELV
ANTHEM, INC | United States | COM | 9,225 | 9,380 | +155 | $1,286,000 | $1,304,000 | +$18,000 | 2016-04-08 |
|---|
| Q1 2016 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 14,080 | 14,880 | +800 | $969,000 | $951,000 | -$18,000 | 2016-04-08 |
|---|
| Q1 2016 | NSRGY
NESTLE SA SPNSRD ADR REP RG SH | | COM | 10,369 | 10,479 | +110 | $772,000 | $782,000 | +$10,000 | 2016-04-08 |
|---|
| Q1 2016 | MSFT
MICROSOFT CORP | United States | COM | 25,975 | 26,005 | +30 | $1,441,000 | $1,436,000 | -$5,000 | 2016-04-08 |
|---|
| Q4 2015 | FLR
FLUOR CORP (NEW) | United States | COM | 11,710 | 16,660 | +4,950 | $496,000 | $787,000 | +$291,000 | 2016-01-06 |
|---|
| Q4 2015 | QCOM
QUALCOMM INC | United States | COM | 12,145 | 18,880 | +6,735 | $653,000 | $944,000 | +$291,000 | 2016-01-06 |
|---|
| Q4 2015 | EMR
EMERSON ELECTRIC COMPANY | United States | COM | 12,840 | 17,795 | +4,955 | $567,000 | $851,000 | +$284,000 | 2016-01-06 |
|---|
| Q3 2015 | ABT
ABBOTT LABORATORIES | United States | COM | 11,017 | 17,967 | +6,950 | $541,000 | $723,000 | +$182,000 | 2015-10-02 |
|---|
| Q3 2015 | NSRGY
NESTLE SA SPNSRD ADR REP RG SH | | COM | 9,774 | 10,414 | +640 | $705,000 | $784,000 | +$79,000 | 2015-10-02 |
|---|
| Q3 2015 | VZ
VERIZON COMMUNICATIONS | United States | COM | 13,242 | 15,492 | +2,250 | $617,000 | $674,000 | +$57,000 | 2015-10-02 |
|---|
| Q3 2015 | CVX
CHEVRON CORP NEW | United States | COM | 6,285 | 8,385 | +2,100 | $606,000 | $661,000 | +$55,000 | 2015-10-02 |
|---|
| Q3 2015 | DEO
DIAGEO PLC - SPONSORED ADR | | COM | 6,827 | 7,102 | +275 | $792,000 | $766,000 | -$26,000 | 2015-10-02 |
|---|
| Q3 2015 | T
AT&T INC | United States | COM | 18,265 | 19,140 | +875 | $649,000 | $624,000 | -$25,000 | 2015-10-02 |
|---|
| Q3 2015 | JNJ
JOHNSON& JOHNSON | United States | COM | 11,190 | 11,590 | +400 | $1,091,000 | $1,082,000 | -$9,000 | 2015-10-02 |
|---|
| Q2 2015 | MDLZ
MONDELEZ INTERNATIONAL INC | United States | COM | 16,895 | 17,145 | +250 | $610,000 | $705,000 | +$95,000 | 2015-07-09 |
|---|
| Q1 2015 | INTC
INTEL CORPORATION | United States | COM | 34,757 | 34,832 | +75 | $1,261,000 | $1,089,000 | -$172,000 | 2015-04-09 |
|---|
| Q1 2015 | KMB
KIMBERLY CLARK | United States | COM | 7,678 | 7,698 | +20 | $887,000 | $825,000 | -$62,000 | 2015-04-09 |
|---|
| Q1 2015 | T
AT&T INC | United States | COM | 18,407 | 18,442 | +35 | $618,000 | $602,000 | -$16,000 | 2015-04-09 |
|---|
| Q4 2014 | WFC
WELLS FARGO& CO (NEW) | United States | COM | 13,436 | 14,186 | +750 | $697,000 | $778,000 | +$81,000 | 2015-01-08 |
|---|
| Q4 2014 | YUM
YUM! BRANDS INC | United States | COM | 12,270 | 12,870 | +600 | $883,000 | $938,000 | +$55,000 | 2015-01-08 |
|---|
| Q4 2014 | MDLZ
MONDELEZ INTERNATIONAL INC | United States | COM | 16,625 | 17,025 | +400 | $570,000 | $618,000 | +$48,000 | 2015-01-08 |
|---|
| Q2 2014 | AAPL
APPLE INC | United States | COM | 2,078 | 14,441 | +12,363 | $1,115,000 | $1,342,000 | +$227,000 | 2014-07-01 |
|---|
| Q1 2014 | MRK
MERCK& CO. INC. | United States | COM | 13,790 | 14,010 | +220 | $690,000 | $795,000 | +$105,000 | 2014-04-22 |
|---|
| Q1 2014 | AAPL
APPLE INC | United States | COM | 2,048 | 2,078 | +30 | $1,149,000 | $1,115,000 | -$34,000 | 2014-04-22 |
|---|
| Q1 2014 | T
AT&T INC | United States | COM | 18,447 | 18,607 | +160 | $649,000 | $653,000 | +$4,000 | 2014-04-22 |
|---|
| Q4 2013 | PFE
PFIZER INC | United States | COM | 26,604 | 34,389 | +7,785 | $764,000 | $1,053,000 | +$289,000 | 2014-01-10 |
|---|
| Q4 2013 | EMR
EMERSON ELECTRIC COMPANY | United States | COM | 12,510 | 13,560 | +1,050 | $809,000 | $952,000 | +$143,000 | 2014-01-10 |
|---|
| Q4 2013 | JPM
JPMORGAN CHASE& CO | United States | COM | 18,003 | 18,268 | +265 | $931,000 | $1,068,000 | +$137,000 | 2014-01-10 |
|---|
| Q4 2013 | HONZZZZ
HONEYWELL INTERNATIONAL INC | | COM | 12,470 | 12,760 | +290 | $1,036,000 | $1,166,000 | +$130,000 | 2014-01-10 |
|---|
| Q4 2013 | INTC
INTEL CORPORATION | United States | COM | 35,827 | 36,442 | +615 | $821,000 | $946,000 | +$125,000 | 2014-01-10 |
|---|
| Q4 2013 | CVX
CHEVRON CORP NEW | United States | COM | 6,085 | 6,585 | +500 | $739,000 | $823,000 | +$84,000 | 2014-01-10 |
|---|
| Q4 2013 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 13,440 | 13,785 | +345 | $962,000 | $1,038,000 | +$76,000 | 2014-01-10 |
|---|
| Q4 2013 | MRK
MERCK& CO. INC. | United States | COM | 12,890 | 13,790 | +900 | $614,000 | $690,000 | +$76,000 | 2014-01-10 |
|---|
| Q4 2013 | WFC
WELLS FARGO& CO (NEW) | United States | COM | 13,786 | 13,886 | +100 | $570,000 | $630,000 | +$60,000 | 2014-01-10 |
|---|
| Q4 2013 | PEG
PUBLIC SVC ENTERPRISE GRP INC | United States | COM | 17,695 | 19,755 | +2,060 | $583,000 | $633,000 | +$50,000 | 2014-01-10 |
|---|
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