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Institutional Investment Manager
Convergence Investment Partners, LLC
Convergence Investment Partners, LLC (CIK: 0001456133) incorporated in Delaware, located at 3801 Pga Blvd., Palm Beach Gardens, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 364 holdings with a total value of $757,834,000.
#
Name
Shares
Value ($)
%
Options
Notes
351 AT&T Inc New 195,747 6,922,000 0.91%
352 PHILLIPS 66 87,376 7,028,000 0.93%
353 LILLY ELI & CO 117,790 7,323,000 0.97%
354 Facebook Inc Cl A 118,974 8,006,000 1.06%
355 JOHNSON & JOHNSON 91,247 9,546,000 1.26%
356 WELLS FARGO & CO NEW 185,409 9,745,000 1.29%
357 ORACLE CORPORATION 240,981 9,767,000 1.29%
358 PFIZER INC 367,492 10,907,000 1.44%
359 JPMorgan Chase & Co 202,365 11,660,000 1.54%
360 ConocoPhillips 165,432 14,182,000 1.87%
361 APPLE INC 155,697 14,469,000 1.91%
362 GENERAL ELECTRIC CO 612,056 16,085,000 2.12%
363 MICROSOFT CORP 388,643 16,206,000 2.14%
364 Exxon Mobil Corp 164,142 16,526,000 2.18%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000910472-14-003405, filed 2014.08.13).

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.