SEC 13F Intelligence

Managers / Q3 2022

Covington Capital Management

CIK 0001323119 · 601 SOUTH FIGUEROA STREET, SUITE 2000, LOS ANGELES, CA, 90017 · 213 629-7500

Reported Value
$2.3B
Q3 2022
Positions
1,223
Filings on Record
16
2019–present window
Filed
Nov 15, 2022
original filing

Summary

Covington Capital Management reported $2.3B in U.S.-listed holdings across 1,223 positions for Q3 2022.

Its largest position, MSFT, represents 4.6% of the portfolio.

Compared with Q2 2022, the fund opened 179 new positions and exited 40.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.4BQ4 ’18Q1 ’19: $1.6BQ2 ’19: $1.7BQ2 ’19Q3 ’19: $1.7BQ4 ’19: $1.9BQ4 ’19Q1 ’20: $1.5BQ2 ’20: $1.8BQ2 ’20Q3 ’20: $2.0BQ4 ’20: $2.2BQ4 ’20Q1 ’21: $2.3BQ2 ’21: $2.6BQ2 ’21Q3 ’21: $2.6BQ4 ’21: $2.9BQ4 ’21Q1 ’22: $2.8BQ2 ’22: $2.5BQ2 ’22Q3 ’22: $2.3Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2022$2.3B1,223Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.5B1,087Jul 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.8B1,110May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.9B1,016Feb 16, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.6B1,017Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.6B940Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.3B860May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.2B789Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.0B765Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.8B756Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.5B774May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.9B884Feb 18, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.7B811Nov 18, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.7B777Aug 15, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.6B731May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.4B741Feb 15, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.