ROCKEFELLER & CO. LLC

All Holdings — 1999 Q2

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
409
Quarter
1999 Q2
Top Holding
MRK (18.0%)
Top 10 Concentration
48.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 409
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MRK
Merck & Co. Inc...
Healthcare 18.04% 27.39% #1
Prev: #1
9.2 3,236 0.0%
P
S
8,794,962 $647,529,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Real del Monte ...
Unknown 13.93% 0.01% #2 237
Prev: #239
5.9 -499,999 -100.0%
P
S
1 $500,000,000 13F Filing 1999-06-30 1999-08-14 (Est.)
XON
Exxon Corp. ...
Unknown 2.78% 3.56% #3
Prev: #3
1.1 -2,243 -0.2%
P
S
1,294,960 $99,874,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
GE
General Electri...
Industrials 2.65% 3.64% #4 2
Prev: #2
1.1 -2,632 -0.3%
P
S
842,684 $95,223,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
CMB
Chase Manhattan...
Unknown 2.14% 2.84% #5 1
Prev: #4
0.9 -10,685 -1.2%
P
S
887,479 $76,767,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
IBM
Int'l Business ...
Technology 2.03% 2.06% #6 1
Prev: #5
3.1 264,940 88.8%
P
S
563,280 $72,804,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
StarMedia Netwo...
Unknown 1.96% #7
Prev: #—
2.8 1,096,934 no change
NEW
1,096,934 $70,341,000 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
PurchaseSoft, I...
Unknown 1.67% 0.00% #8 347
Prev: #355
0.9 -10 -90.9%
P
S
1 $60,000,000 13F Filing 1999-06-30 1999-08-14 (Est.)
TXN
Texas Instrumen...
Technology 1.67% 1.63% #9 1
Prev: #8
0.7 -6,480 -1.5%
P
S
416,360 $59,956,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
CHV
Chevron Corp ...
Unknown 1.45% 1.90% #10 4
Prev: #6
0.6 -2,638 -0.5%
P
S
546,955 $51,996,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
STM
STMicroelectron...
Technology 1.38% 1.42% #11
Prev: #11
2.8 339,267 90.4%
P
S
714,534 $49,527,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
AES
Aes Corp. ...
Utilities 1.31% 1.19% #12 2
Prev: #14
0.5 -10,876 -1.3%
P
S
809,324 $47,042,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
NOK
Nokia - ADR A ...
Technology 1.24% 1.54% #13 4
Prev: #9
2.8 230,766 91.0%
P
S
484,296 $44,344,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
AIG
American Intern...
Financial Services 1.20% 1.73% #14 7
Prev: #7
0.5 -2,904 -0.8%
P
S
366,515 $42,974,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
NLI
NTL Incorporate...
Unknown 1.04% 1.49% #15 5
Prev: #10
0.4 -39,722 -8.4%
P
S
432,778 $37,301,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
PurchaseSoft,In...
Unknown 0.98% 0.00% #16 343
Prev: #359
0.7 -32 -97.0%
P
S
1 $35,007,000 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
PurchaseSoft,In...
Unknown 0.98% #17
Prev: #—
2.4 1 no change
NEW
1 $35,007,000 13F Filing 1999-06-30 1999-08-14 (Est.)
XRX
Xerox Corp. ...
Industrials 0.96% 1.19% #18 3
Prev: #15
0.4 -2,800 -0.5%
P
S
582,800 $34,422,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
UVN
Univision Commu...
Unknown 0.92% 1.04% #19
Prev: #19
0.4 -25,950 -4.9%
P
S
507,150 $32,965,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
ABT
Abbott Laborato...
Healthcare 0.86% 1.24% #20 8
Prev: #12
0.3 -592 -0.1%
P
S
682,138 $30,952,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
PurchaseSoft, I...
Unknown 0.84% 0.00% #21 336
Prev: #357
0.6 -51 -98.1%
P
S
1 $30,000,000 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
PurchaseSoft, I...
Unknown 0.83% 0.00% #22 338
Prev: #360
0.6 -83 -98.8%
P
S
1 $29,881,000 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
PurchaseSoft, I...
Unknown 0.83% #23
Prev: #—
2.3 1 no change
NEW
1 $29,880,000 13F Filing 1999-06-30 1999-08-14 (Est.)
CSCO
Cisco Systems, ...
Technology 0.83% 1.08% #24 6
Prev: #18
2.6 206,381 81.2%
P
S
460,442 $29,698,000 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Newbridge Netwo...
Unknown 0.79% 1.11% #25 9
Prev: #16
2.3 82,500 9.1%
P
S
987,900 $28,402,000 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Koninklijke Phi...
Unknown 0.00% 0.85%
Sold All 😨
(Was: #24)
0.3 -265,106 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
ATI
Air Touch Commu...
Industrials 0.00% 0.70%
Sold All 😨
(Was: #29)
0.3 -186,520 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
PLAT
PLATINUM techno...
ETF 0.00% 0.37%
Sold All 😨
(Was: #56)
0.3 -371,911 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
WOR
Worthington Ind...
Industrials 0.00% 0.24%
Sold All 😨
(Was: #79)
0.3 -526,700 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
VCEL
Vanguard Cellul...
ETF 0.00% 0.19%
Sold All 😨
(Was: #92)
0.3 -176,330 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
USF
U.S. Filter Cor...
Unknown 0.00% 0.08%
Sold All 😨
(Was: #134)
0.3 -67,894 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
TLC
Learning Co Inc...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #144)
0.3 -62,000 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Broadway & Seym...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #176)
0.3 -242,080 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
PKN
Perkin Elmer Co...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #192)
0.3 -7,149 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
PHB
Pioneer Hi Bred...
ETF 0.00% 0.03%
Sold All 😨
(Was: #193)
0.3 -18,000 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
RTN
Raytheon Compan...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #212)
0.3 -8,400 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
MII
Morton Internat...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #215)
0.3 -12,700 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
MEDI
Medimmune, Inc....
Unknown 0.00% 0.01%
Sold All 😨
(Was: #225)
0.3 -6,000 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
ASH
Ashland Inc. .....
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #237)
0.3 -6,500 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
AFC
Allmerica Finan...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #273)
0.3 -1,800 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
COST
Costco Companie...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #276)
0.3 -1,000 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Reliastar Finan...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #281)
0.3 -2,000 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
DNB
Dun & Bradstree...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #286)
0.3 -2,100 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
AGE
Edwards A.G. In...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #294)
0.3 -1,800 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
DEX
Dexter Corp. .....
Unknown 0.00% 0.00%
Sold All 😨
(Was: #302)
0.3 -1,500 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Shaman Pharmace...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #303)
0.3 -262,424 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
S
Sears Roebuck &...
Technology 0.00% 0.00%
Sold All 😨
(Was: #304)
0.3 -1,000 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
WH
Whitman Corp. ....
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #312)
0.3 -2,000 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Picturetel .......
Unknown 0.00% 0.00%
Sold All 😨
(Was: #314)
0.3 -4,815 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Imco Recycling ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #318)
0.3 -2,000 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Novacare Inc. ....
Unknown 0.00% 0.00%
Sold All 😨
(Was: #325)
0.3 -9,000 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Dianon Systems,...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #327)
0.3 -1 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Ocean Energy In...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #331)
0.3 -1,385 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Shiva Corp-Rest...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #340)
0.3 -47 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Eltrax Systems ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #344)
0.3 -1,000 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
COMS
3-Com Corp. - R...
Technology 0.00% 0.00%
Sold All 😨
(Was: #346)
0.3 -17 -100.0%
CLOSED
$— 1999 Q1 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
ReSound Corp - ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #348)
0.3 -5,860 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
N/A
Chrysalis Intl ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #354)
0.3 -1,277 -100.0%
CLOSED
$— 13F Filing 1999-06-30 1999-08-14 (Est.)
Showing 1-25 of 409 holdings

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