SEC 13F Intelligence

Managers / Q4 2019 · view latest →

ZEVIN ASSET MANAGEMENT LLC

CIK 0001394096 · 2 OLIVER STREET, SUITE 806, BOSTON, MA, 02109 · 6177426666

Reported Value
$326M
Q4 2019
Positions
89
Filings on Record
30
2019–present window
Filed
Feb 6, 2020
original filing

Summary

Zevin Asset Management Llc reported $326M in U.S.-listed holdings across 89 positions for Q4 2019.

Its largest position, ADP, represents 6.3% of the portfolio.

Compared with Q3 2019, the fund opened 5 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $276MQ4 ’18Q1 ’19: $306MQ2 ’19: $311MQ3 ’19: $310MQ4 ’19: $326MQ4 ’19Q1 ’20: $269MQ2 ’20: $329MQ3 ’20: $367MQ4 ’20: $426MQ4 ’20Q1 ’21: $452MQ2 ’21: $503MQ3 ’21: $525MQ4 ’21: $555MQ4 ’21Q1 ’22: $522MQ2 ’22: $443MQ3 ’22: $423MQ4 ’22: $460MQ4 ’22Q1 ’23: $490,268Q2 ’23: $498,395Q3 ’23: $497,420Q4 ’23: $556,903Q4 ’23Q1 ’24: $601,263Q2 ’24: $617,570Q3 ’24: $646,577Q4 ’24: $679,362Q4 ’24Q1 ’25: $630,878Q2 ’25: $695,068Q3 ’25: $687,318Q4 ’25: $746MQ4 ’25Q1 ’26: $723Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$723M93May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$746M97Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$687,31898Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$695,06884Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$630,87881May 6, 202513F-HRchanges · EDGAR ↗
Q4 2024$679,36286Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$646,57782Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$617,57079Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$601,26383May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$556,90390Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$497,42087Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$498,39579Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$490,26880May 5, 202313F-HRchanges · EDGAR ↗
Q4 2022$460M77Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$423M76Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$443M84Aug 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$522M90May 5, 202213F-HRchanges · EDGAR ↗
Q4 2021$555M95Jan 27, 202213F-HRchanges · EDGAR ↗
Q3 2021$525M99Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$503M103Aug 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$452M92May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$426M92Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$367M91Nov 4, 202013F-HRchanges · EDGAR ↗
Q2 2020$329M77Aug 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$269M78May 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$326M89Feb 6, 202013F-HRchanges · EDGAR ↗
Q3 2019$310M90Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$311M92Aug 6, 201913F-HRchanges · EDGAR ↗
Q1 2019$306M89Apr 29, 201913F-HRchanges · EDGAR ↗
Q4 2018$276M95Feb 5, 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 ↗.