COHEN LAWRENCE B
CIK 1324022 · Holdings on Dec 31, 2023 · First reported Feb 9, 2024
Top ten holdings
Q4 2023- MSFT28.72%
- AAPL17.66%
- AMZN16.74%
- GOOGL12.98%
- AVLV12.55%
- SPY11.35%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight increased · +21.04 pp7.68% → 28.72%Shares -34.49K (-95.65%)
- AMZNWeight increased · +12.68 pp4.06% → 16.74%Shares -45.08K (-95.22%)
- GOOGLWeight increased · +11.57 pp1.41% → 12.98%Shares -14.07K (-88.05%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 6
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPCom View history and evidence | $590.38K | 28.72% | 1.57K shares | 7.68% → 28.72%+21.04 pp -34.49K (-95.65%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INCCom View history and evidence | $362.92K | 17.66% | 1.89K shares | 9.10% → 17.66%+8.56 pp -76.90K (-97.61%) | Reduced | ↗▾ |
| 03 | AMZNAMAZON.COM INCCom View history and evidence | $344.14K | 16.74% | 2.27K shares | 4.06% → 16.74%+12.68 pp -45.08K (-95.22%) | Reduced | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACom View history and evidence | $266.81K | 12.98% | 1.91K shares | 1.41% → 12.98%+11.57 pp -14.07K (-88.05%) | Reduced | ↗▾ |
| 05 | AVLVAVANTIS US LARGE CAP VALUECom View history and evidence | $257.90K | 12.55% | 4.46K shares | Prior unavailable +4.46K | New | ↗▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USCom View history and evidence | $233.38K | 11.35% | 491 shares | 1.67% → 11.35%+9.68 pp -5.28K (-91.50%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 55
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Non-derivative | -42,683 | -$5.63M | SEC filing ↗ | SEC filing ↗ |
| MA MASTERCARD INC - A | Non-derivative | -9,705 | -$3.84M | SEC filing ↗ | SEC filing ↗ |
| VMW VMWARE INC-CLASS A | Non-derivative | -21,783 | -$3.63M | SEC filing ↗ | SEC filing ↗ |
3 / 55 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1324022 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2055529
}Take these holdings further.
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