TAURUS ASSET MANAGEMENT, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 18 quarters from 2013-06-30 to 2025-03-31, TAURUS ASSET MANAGEMENT, LLC opened 50 positions, added to 291, reduced 642 and sold out of 45.
- Q2 2014: Stock TROW; Country of operation United States; Class COM; Shares before 68,800.
- Q2 2014: Stock AAPL; Country of operation United States; Class COM; Shares before 19,147.
- Q2 2014: Stock EOG; Country of operation United States; Class COM; Shares before 40,203.
- Q2 2014: Stock KO; Country of operation United States; Class COM; Shares before 290,447.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1317209), 18 quarters: Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). 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 2004-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q2 2014 | TROW PRICE T ROWE GROUP INC | United States | COM | 68,800 | 124,125 | +55,325 | $5,666,000 | $10,477,000 | +$4,811,000 | 2014-08-14 |
| Q2 2014 | AAPL APPLE INC | United States | COM | 19,147 | 129,332 | +110,185 | $10,277,000 | $12,019,000 | +$1,742,000 | 2014-08-14 |
| Q2 2014 | EOG EOG RES INC | United States | COM | 40,203 | 78,491 | +38,288 | $7,887,000 | $9,172,000 | +$1,285,000 | 2014-08-14 |
| Q2 2014 | KO COCA COLA CO | United States | COM | 290,447 | 291,297 | +850 | $11,229,000 | $12,339,000 | +$1,110,000 | 2014-08-14 |
| Q2 2014 | PFE PFIZER INC | United States | COM | 371,895 | 435,924 | +64,029 | $11,945,000 | $12,938,000 | +$993,000 | 2014-08-14 |
| Q2 2014 | DHR DANAHER CORP DEL | United States | COM | 132,005 | 137,380 | +5,375 | $9,900,000 | $10,816,000 | +$916,000 | 2014-08-14 |
| Q2 2014 | WFC WELLS FARGO & CO NEW | United States | COM | 217,280 | 217,980 | +700 | $10,808,000 | $11,457,000 | +$649,000 | 2014-08-14 |
| Q2 2014 | CHD CHURCH & DWIGHT INC | United States | COM | 148,005 | 155,380 | +7,375 | $10,223,000 | $10,869,000 | +$646,000 | 2014-08-14 |
| Q2 2014 | TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 91,993 | 96,713 | +4,720 | $11,061,000 | $11,412,000 | +$351,000 | 2014-08-14 |
| Q2 2014 | ALSN ALLISON TRANSMISSION HLDGS I | United States | COM | 195,675 | 196,075 | +400 | $5,859,000 | $6,098,000 | +$239,000 | 2014-08-14 |
| Q2 2014 | JPM JPMORGAN CHASE & CO | United States | COM | 135,509 | 146,568 | +11,059 | $8,227,000 | $8,445,000 | +$218,000 | 2014-08-14 |
| Q2 2014 | UNP UNION PAC CORP | United States | COM | 1,840 | 4,480 | +2,640 | $345,000 | $447,000 | +$102,000 | 2014-08-14 |
| Q2 2014 | ORCL ORACLE CORP | United States | COM | 245,855 | 250,190 | +4,335 | $10,058,000 | $10,140,000 | +$82,000 | 2014-08-14 |
| Q2 2014 | NTAP NETAPP INC | United States | COM | 181,365 | 181,815 | +450 | $6,692,000 | $6,640,000 | -$52,000 | 2014-08-14 |
| Q2 2014 | QCOM QUALCOMM INC | United States | COM | 57,290 | 57,590 | +300 | $4,518,000 | $4,561,000 | +$43,000 | 2014-08-14 |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||