SEC 13F Intelligence

Managers / Q2 2021

Nachman Norwood & Parrott, Inc

CIK 0001754950 · 1116 SOUTH MAIN ST, GREENVILLE, SC, 29601 · 8644679800

Reported Value
$984M
Q2 2021
Positions
372
Filings on Record
11
2019–present window
Filed
Aug 13, 2021
original filing

Summary

Nachman Norwood & Parrott, Inc reported $984M in U.S.-listed holdings across 372 positions for Q2 2021.

Its largest position, Vanguard Index Fds, represents 9.0% of the portfolio.

Compared with Q1 2021, the fund opened 19 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $480MQ4 ’18Q1 ’19: $536MQ2 ’19: $556MQ2 ’19Q3 ’19: $562MQ4 ’19: $611MQ4 ’19Q1 ’20: $495MQ2 ’20: $604MQ2 ’20Q3 ’20: $743MQ4 ’20: $856MQ4 ’20Q1 ’21: $908MQ2 ’21: $984MQ2 ’21filingsflow.com

Portfolio Composition

By security type
ETP: 62.5%Common Stock: 36.1%Other: 0.7%ADR: 0.4%REIT: 0.2%Other: 0.1%
  • ETP · 62.5% · $615M
  • Common Stock · 36.1% · $355M
  • Other · 0.7% · $7M
  • ADR · 0.4% · $4M
  • REIT · 0.2% · $2M
  • Other · 0.1% · $842,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2021$984M372Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$908M361Apr 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$856M350Jan 19, 202113F-HRchanges · EDGAR ↗
Q3 2020$743M1,295Oct 14, 202013F-HRchanges · EDGAR ↗
Q2 2020$604M319Jul 16, 202013F-HRchanges · EDGAR ↗
Q1 2020$495M273Apr 16, 202013F-HRchanges · EDGAR ↗
Q4 2019$611M296Jan 8, 202013F-HRchanges · EDGAR ↗
Q3 2019$562M288Oct 9, 201913F-HRchanges · EDGAR ↗
Q2 2019$556M260Jul 11, 201913F-HRchanges · EDGAR ↗
Q1 2019$536M249Apr 11, 201913F-HRchanges · EDGAR ↗
Q4 2018$480M240Jan 18, 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 ↗.