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Puzo Michael J

 
Page Created: 2008-12-04 08:40:00-08
 
Fund Type: INSTITUTION Report Date: 2008-11-05 Current Value: $116,540,085 Total Performance: -8.76 %
 
   

Puzo Michael J
Highlights

Worst Move: Puzo Michael J potentially lost $-80,684 on changes made with Cvscaremark Corp (CVS) buying shares when price went down.
Best Move: Puzo Michael J potentially made $15,390 on changes made with Aon Corp (AOC) buying shares when price went up.
Good Save: Puzo Michael J potentially saved $74,898 on changes made with Abb Ltd (ABB) selling shares when price went down.
Missed Move: Puzo Michael J potentially missed $-14,602 on changes made with Exxon Mobil Corp(XOM) selling shares when price went up.
 

Puzo Michael J
Contact Information

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Phone: , Fax: , Website:

Puzo Michael J
Symbols

Puzo Michael J
Recent Source SEC Filings

2008-11-05 http://www.sec.gov/Archives/edgar/data/1053914/0001193125-08-225701.txt
2008-08-14 http://www.sec.gov/Archives/edgar/data/1053914/0001193125-08-176676.txt
 

Puzo Michael J
Holdings and Details

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Stock Country Symbol Industry Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
3m Co (MMM) US MMM Diversified Manufa ... 98,737 $6,009,134 $-361,377 -5.67 % Added More 303 0.30 $-1,109
Abb Ltd (ABB) DE ABB Engineering/R And ... None - - - % Sold All -82,305 -100.00 $74,898
Abbott Laboratories (ABT) US ABT Medical-Drugs 42,750 $2,221,718 $-137,228 -5.81 % Added More 1,100 2.64 $-3,531
Aflac Inc (AFL) US AFL Life/Health Insura ... 64,313 $2,751,953 $-172,359 -5.89 % Sold Some -597 -0.91 $1,600
Alnylam Pharmaceuticals Inc (ALNY) US ALNY Therapeutics 17,190 $297,215 $-153,507 -34.05 % Added More 2,250 15.06 $-20,093
American International Group Inc (AIG) US AIG Multi-Line Insuran ... None - - - % Sold All -9,985 -100.00 $1,897
Amgen Inc (AMGN) US AMGN Medical-Biomedical ... 7,500 $409,800 $-35,850 -8.04 % Sold Some -1,100 -12.79 $5,258
Analog Devices Inc (ADI) US ADI Semicon Compo-Intg ... 7,700 $125,895 $-35,189 -21.84 % No Change - - -
Aon Corp (AOC) US AOC Insurance Brokers 6,750 $295,448 $15,390 5.49 % New Holding 6,750 100.00 $15,390
Aptargroup Inc (ATR) US ATR Miscellaneous Manu ... 170,126 $5,304,529 $-25,519 -0.47 % Sold Some -1,325 -0.77 $199
Automatic Data Processing Inc (ADP) US ADP Commercial Serv-Fi ... 42,563 $1,634,419 $159,186 10.79 % Sold Some -1,300 -2.96 $-4,862
Avon Products Inc (AVP) US AVP Cosmetics And Toil ... 7,853 $162,400 $-39,579 -19.59 % No Change - - -
Bank Of America Corp (BAC) US BAC Super-Regional Ban ... 9,654 $138,728 $-71,247 -33.93 % No Change - - -
Barrick Gold Corp (ABX) CA ABX Gold Mining 14,000 $387,100 $37,800 10.82 % No Change - - -
Bottomline Technologies Inc (EPAY) US EPAY Transactional Soft ... 19,200 $114,048 $-26,496 -18.85 % No Change - - -
Bp Plc (BP) DE BP Oil Comp-Integrate ... 38,714 $1,776,198 $-118,852 -6.27 % Sold Some -22,385 -36.63 $68,722
Bristol-Myers Squibb Co (BMY) BE BMY Medical-Drugs 43,224 $876,583 $-20,315 -2.26 % No Change - - -
Canadian National Railway Co (CNI) CA CNI Transport-Rail 123,056 $4,043,620 $-1,315,469 -24.54 % Sold Some -440 -0.35 $4,704
Chevron Corp (CVX) BE CVX Oil Comp-Integrate ... 36,946 $2,790,901 $24,384 0.88 % Added More 575 1.58 $380
Cisco Systems Inc (CSCO) US CSCO Networking Product ... 141,434 $2,166,769 $-292,768 -11.90 % Added More 6,002 4.43 $-12,424
Clorox Co (CLX) US CLX Consumer Products- ... 4,000 $229,640 $-13,040 -5.37 % New Holding 4,000 100.00 $-13,040
Coca-Cola Cothe (KO) CH KO Beverages-Non-Alco ... 8,450 $371,209 $-6,760 -1.78 % No Change - - -
Colgate-Palmolive Co (CL) US CL Cosmetics And Toil ... 4,700 $294,455 $-4,982 -1.66 % Sold Some -200 -4.08 $212
Comerica Inc (CMA) US CMA Super-Regional Ban ... 7,000 $139,650 $-50,330 -26.49 % New Holding 7,000 100.00 $-50,330
Conocophillips (COP) US COP Oil Comp-Integrate ... 4,808 $238,092 $-18,944 -7.36 % No Change - - -
Covidien Ltd (COV) BM COV Medical Products 30,953 $1,057,664 $-291,268 -21.59 % Added More 1,850 6.35 $-17,409
Cvscaremark Corp (CVS) US CVS Retail-Drug Store 38,425 $1,040,549 $-138,714 -11.76 % Added More 22,350 139.03 $-80,684
Dover Corp (DOV) BE DOV Diversified Manufa ... 5,250 $149,730 $-16,695 -10.03 % No Change - - -
Eaton Corp (ETN) US ETN Diversified Manufa ... 7,895 $341,459 $-42,633 -11.09 % Added More 2,725 52.70 $-14,715
Ei Du Pont De Nemours And Co (DD) US DD Chemicals-Diversif ... 18,904 $446,134 $-137,243 -23.52 % Sold Some -198 -1.03 $1,437
Eli Lilly And Co (LLY) US LLY Medical-Drugs 8,200 $272,158 $-4,674 -1.68 % No Change - - -
Emc Corpmassachusetts (EMC) US EMC Computers-Memory D ... 255,140 $2,653,456 $-155,635 -5.54 % Added More 13,100 5.41 $-7,991
Emerson Electric Co (EMR) US EMR Electric Products- ... 149,713 $4,798,302 $-318,889 -6.23 % Sold Some -150 -0.10 $320
Encana Corp (ECA) BE ECA Oil Comp-Explor An ... 127,309 $5,504,841 $-1,029,930 -15.76 % Sold Some -1,750 -1.35 $14,158
Exxon Mobil Corp (XOM) US XOM Oil Comp-Integrate ... 116,652 $9,053,362 $457,276 5.31 % Sold Some -3,725 -3.09 $-14,602
General Electric Co (GE) US GE Diversified Manufa ... 262,361 $4,620,177 $-608,678 -11.64 % Added More 8,520 3.35 $-19,766
Gilead Sciences Inc (GILD) US GILD Therapeutics 13,200 $581,988 $-12,276 -2.06 % Sold Some -500 -3.64 $465
Helmerich And Payne Inc (HP) US HP Oil And Gas Drilli ... 22,935 $474,755 $-286,458 -37.63 % Added More 4,025 21.28 $-50,272
Hewlett-Packard Co (HPQ) US HPQ Computers 20,500 $702,535 $-40,590 -5.46 % No Change - - -
Honeywell International Inc (HON) US HON Diversified Manufa ... 8,950 $237,981 $-39,380 -14.19 % No Change - - -
Ingersoll-Rand Co Ltd (IR) BM IR Diversified Manufa ... 8,100 $121,176 $-23,895 -16.47 % No Change - - -
Intel Corp (INTC) US INTC Electronic Compo-S ... 324,738 $4,312,521 $-578,034 -11.81 % Sold Some -3,200 -0.97 $5,696
International Business Machines C ... (IBM) US IBM Computers 3,793 $302,833 $-38,309 -11.22 % No Change - - -
Invitrogen Corp (IVGN) US IVGN Medical-Biomedical ... 66,155 $1,395,871 $-495,501 -26.19 % Sold Some -550 -0.82 $4,120
Johnson And Johnson (JNJ) US JNJ Medical Products 169,875 $9,653,996 $-513,023 -5.04 % Sold Some -1,707 -0.99 $5,155
Lincoln National Corp (LNC) US LNC Life/Health Insura ... 52,618 $625,628 $-451,462 -41.91 % Sold Some -159 -0.30 $1,364
Maxwell Technologies Inc (MXWL) US MXWL Computers-Integrat ... 30,285 $140,825 $-109,329 -43.70 % No Change - - -
Merck And Co Incnj (MRK) US MRK Medical-Drugs 45,965 $1,226,346 $-93,769 -7.10 % Sold Some -16,635 -26.57 $33,935
Microsoft Corp (MSFT) US MSFT Applications Softw ... 151,175 $2,895,001 $-442,943 -13.26 % Sold Some -2,500 -1.62 $7,325
Nokia Oyj (NOK) US NOK Wireless Equipment 178,814 $2,439,023 $-443,459 -15.38 % Added More 18,218 11.34 $-45,181
Novartis Ag (NVS) CH NVS Medical-Drugs 115,176 $5,224,383 $-285,636 -5.18 % Added More 2,009 1.77 $-4,982
Novo Nordisk As (NVO) DK NVO Medical-Drugs 5,500 $276,925 $-11,000 -3.82 % Sold Some -1,000 -15.38 $2,000
Oracle Corp (ORCL) US ORCL Enterprise Softwar ... 149,131 $2,354,778 $-302,736 -11.39 % Added More 1,250 0.84 $-2,538
Oyo Geospace Corp (OYOG) US OYOG Instruments-Scient ... 11,175 $230,876 $-93,870 -28.90 % Added More 550 5.17 $-4,620
Panasonic Corp (MC) US MC Audio/Video Produc ... 69,275 % Added More 4,200 6.45
Pepsico Incnc (PEP) US PEP Beverages-Non-Alco ... 65,581 $3,570,885 $-167,887 -4.49 % Added More 1,475 2.30 $-3,776
Pfizer Inc (PFE) US PFE Medical-Drugs 24,377 $390,520 $-23,889 -5.76 % No Change - - -
Portland General Electric Co (POR) US POR Electric-Integrate ... 107,525 $1,944,052 $-107,525 -5.24 % Sold Some -4,274 -3.82 $4,274
Procter And Gamble Co (PG) CH PG Cosmetics And Toil ... 106,261 $6,528,676 $-251,839 -3.71 % Added More 599 0.56 $-1,420
Qualcomm Inc (QCOM) US QCOM Wireless Equipment 6,030 $184,156 $-27,919 -13.16 % No Change - - -
Roche Holding Ag (RHHBY.PK) CH RHHBY.PK Medical-Drugs 5,200 $352,820 $-13,260 -3.62 % Added More 2,150 70.49 $-5,483
Schlumberger Ltd (SLB) AN SLB Oil-Field Services 13,825 $607,194 $-87,374 -12.57 % Sold Some -185 -1.32 $1,169
Snap-On Inc (SNA) US SNA Tools-Hand Held None - - - % Sold All -3,900 -100.00 $8,892
Sonosite Inc (SONO) US SONO Ultra Sound Imagin ... 30,468 $532,885 $-91,709 -14.68 % No Change - - -
State Street Corp (STT) US STT Fiduciary Banks 50,370 $1,860,164 $-293,657 -13.63 % Added More 930 1.88 $-5,422
Suncor Energy Inc (SU) US SU Oil Comp-Integrate ... 42,690 $794,888 $-230,099 -22.44 % No Change - - -
Talisman Energy Inc (TLM) CA TLM Oil Comp-Explor An ... 31,640 $283,494 $-43,347 -13.26 % Added More 8,900 39.13 $-12,193
Union Pacific Corp (UNP.BE) US UNP.BE Transport-Rail 10,634 $635,594 $-108,041 -14.52 % No Change - - -
Us Bancorp (USB) US USB Super-Regional Ban ... 10,300 $265,431 $-40,788 -13.31 % New Holding 10,300 100.00 $-40,788
Verisign Inc (VRSN) US VRSN Internet Security None - - - % Sold All -24,950 -100.00 $49,152
Wells Fargo And Co (WFC) US WFC - 21,068 $545,451 $-121,984 -18.27 % No Change - - -
Wyeth (WYE) US WYE Medical-Drugs 7,050 $238,854 $9,941 4.34 % No Change - - -
Xilinx Inc (XLNX) US XLNX Electronic Compo-S ... 54,645 $836,615 $-119,126 -12.46 % Sold Some -6,850 -11.13 $14,933
Zimmer Holdings Inc (ZMH) US ZMH Medical Products 28,930 $1,053,631 $-263,842 -20.02 % Sold Some -1,975 -6.39 $18,012
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Listed 74 holdings.
 

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