INDEPENDENT INVESTORS INC

Q1 2014 13F-HR Holdings

Location
Nesconset, NY
Holdings as of
3/31/2014
Date filed
5/14/2014
Form type
13F-HR
Num holdings
90
Total value ($000)
$208,029
Net value change ($000)
+469 (0.2%)
New positions
4
Sold out positions
0
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2014 Next filing: 7/18/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JNJ 668 7.0%
VZ 601 NEW
WAT 497 8.4%
HHH 480 18.8%
KN 399 NEW
SLB 359 8.2%
GILD 304 NEW
TRN 296 32.2%
AMGN 264 8.1%
SPNT 255 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -1,541 -4.3%
VOD -734 -46.3%
CSCO -534 -58.6%
DOV -374 -15.3%
XOM -357 -4.2%
GE -337 -8.1%
UPS -325 -8.0%
KO -322 -8.5%
BA -266 -5.3%
EMR -225 -5.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type