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Disclosery

Barrett Asset Management, LLC: SCHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barrett Asset Management, LLC on SCHR, newest first. How the timeline and the estimate are built.

Barrett Asset Management, LLC held 0 SCHR shares at 2021-12-31 per its 13F-HR filed 2022-02-14.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 0 shares
    Change vs previous 13F -7,960 shares

    13F-HR 0001526411-22-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-09-30
    13F 7,960 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $451,000.

    13F-HR 0001526411-21-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 7,960 shares
    Change vs previous 13F +2,300 shares

    0.02% of the 13F portfolio, value $453,000.

    13F-HR 0001526411-21-000007 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-03-31
    13F 5,660 shares
    Change vs previous 13F -2,560 shares

    0.02% of the 13F portfolio, value $319,000.

    13F-HR 0001526411-21-000005 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-12-31
    13F/A 8,220 shares
    Change vs previous 13F -3,000 shares

    0.03% of the 13F portfolio, value $479,000.

    13F-HR/A 0001526411-21-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-09-30
    13F 11,220 shares
    Change vs previous 13F +6,295 shares

    0.04% of the 13F portfolio, value $658,000.

    13F-HR 0001526411-20-000011 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-06-30
    13F 4,925 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $289,000.

    13F-HR 0001526411-20-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).