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Institutional Investment Manager
MONTAG & CALDWELL, LLC
MONTAG & CALDWELL, LLC (CIK: 0000067698) incorporated in Georgia, located at 3455 Peachtree Road NE, Atlanta, GA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q2)
Portfolio Summary: 103 holdings with a total value of $11,149,434,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 SELECT SECTOR SPDR TR 4,845 214,000 0.00%
102 Medtronic Inc 3,150 201,000 0.00%
103 AES CORP 12,000 187,000 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000067698-14-000010, filed 2014.08.01).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.