SEC 13F Intelligence

Managers / Q1 2019 · view latest →

Nachman Norwood & Parrott, Inc

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

Reported Value
$536M
Q1 2019
Positions
249
Filings on Record
11
2019–present window
Filed
Apr 11, 2019
original filing

Summary

Nachman Norwood & Parrott, Inc reported $536M in U.S.-listed holdings across 249 positions for Q1 2019.

Its largest position, VOO, represents 11.8% of the portfolio.

Compared with Q4 2018, the fund opened 13 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: 49.3%Common Stock: 48.1%Other: 1.6%ADR: 0.9%MLP: 0.1%
  • ETP · 49.3% · $264M
  • Common Stock · 48.1% · $258M
  • Other · 1.6% · $9M
  • ADR · 0.9% · $5M
  • MLP · 0.1% · $443,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

Loading…
#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 ↗.