| Q1 2024 |
27 |
$10.9B |
+$72.5M |
-$119M |
-$46.6M |
LEN, C, GS, CRH, JPM, TOL |
13F-HR |
4/26/2024, 10:43 AM |
| Q4 2023 |
26 |
$9.19B |
+$272M |
-$238M |
+$34M |
LEN, GS, C, JPM, CRH, PHM |
13F-HR |
1/9/2024, 01:36 PM |
| Q3 2023 |
29 |
$7.71B |
+$826M |
-$282M |
+$544M |
LEN, GS, JPM, CRH, C, WRK |
13F-HR |
10/3/2023, 08:05 AM |
| Q2 2023 |
29 |
$7.53B |
+$529M |
-$90.1M |
+$439M |
LEN, GS, JPM, C, PHM, TOL |
13F-HR |
7/13/2023, 01:04 PM |
| Q1 2023 |
32 |
$6.44B |
+$754M |
-$223M |
+$531M |
LEN, GS, JPM, C, WRK, DHI |
13F-HR |
4/4/2023, 01:06 PM |
| Q4 2022 |
32 |
$5.63B |
+$145M |
-$42.6M |
+$103M |
LEN, GS, JPM, WHR, WRK, C |
13F-HR |
1/10/2023, 12:41 PM |
| Q3 2022 |
31 |
$4.75B |
+$408M |
-$4.63M |
+$404M |
LEN, GS, JPM, WHR, WRK, C |
13F-HR |
10/5/2022, 10:31 AM |
| Q2 2022 |
27 |
$4.63B |
+$1.39B |
-$57.3K |
+$1.39B |
GS, LEN, JPM, WHR, WRK, C |
13F-HR |
8/1/2022, 10:05 AM |
| Q1 2022 |
22 |
$3.77B |
+$755M |
-$1.56M |
+$754M |
GS, LEN, WHR, WRK, C, TOL |
13F-HR |
5/4/2022, 11:10 AM |
| Q4 2021 |
21 |
$3.95B |
+$556M |
-$30.8M |
+$525M |
LEN, GS, WHR, TOL, C, DHI |
13F-HR |
1/18/2022, 01:36 PM |
| Q3 2021 |
19 |
$3B |
+$9.59M |
-$258M |
-$248M |
GS, LEN, WHR, TOL, DHI, LENB |
13F-HR |
10/12/2021, 07:45 AM |
| Q2 2021 |
20 |
$3.42B |
+$1.15M |
-$954M |
-$952M |
GS, LEN, WHR, TOL, DHI, LENB |
13F-HR |
8/2/2021, 11:50 AM |
| Q1 2021 |
24 |
$4.43B |
+$13.5M |
-$1.65B |
-$1.63B |
GS, LEN, WHR, MS, TOL, DE |
13F-HR |
5/13/2021, 02:40 PM |
| Q4 2020 |
28 |
$5.31B |
+$980M |
-$297M |
+$683M |
GS, MS, LEN, WHR, DE, C |
13F-HR |
2/3/2021, 10:38 AM |
| Q3 2020 |
28 |
$4.55B |
+$600M |
-$832M |
-$232M |
LEN, GS, GM, WHR, DE, MS |
13F-HR |
10/23/2020, 12:56 PM |
| Q2 2020 |
34 |
$4.52B |
+$1.53B |
-$414M |
+$1.12B |
LEN, GS, MS, DHI, WHR, DE |
13F-HR |
7/31/2020, 02:19 PM |
| Q1 2020 |
27 |
$2.69B |
+$687M |
-$251M |
+$436M |
GS, LEN, C, DHI, WHR, GM |
13F-HR |
5/7/2020, 08:04 AM |
| Q4 2019 |
20 |
$4.48B |
+$201K |
-$665M |
-$665M |
C, GS, LEN, DHI, WHR, F |
13F-HR |
1/10/2020, 02:03 PM |
| Q3 2019 |
22 |
$4.95B |
+$34.4M |
-$776M |
-$742M |
C, GS, LEN, WHR, DHI, F |
13F-HR |
11/8/2019, 09:15 AM |
| Q2 2019 |
25 |
$5.73B |
+$836M |
-$207M |
+$629M |
C, GS, JPM, LEN, FDX, WHR |
13F-HR |
8/7/2019, 02:53 PM |
| Q1 2019 |
24 |
$5.63B |
+$787M |
-$491M |
+$296M |
C, GM, GS, JPM, FDX, LEN |
13F-HR |
5/3/2019, 08:04 AM |
| Q4 2018 |
23 |
$5.19B |
+$20.7M |
-$69.4M |
-$48.7M |
C, GS, EADSY, JPM, FDX, LEN |
13F-HR |
1/14/2019, 02:21 PM |
| Q3 2018 |
24 |
$6.46B |
+$11.5M |
-$51M |
-$39.5M |
C, GS, EADSY, FDX, JPM, LEN |
13F-HR |
10/17/2018, 01:34 PM |
| Q2 2018 |
24 |
$6.68B |
+$967M |
-$303M |
+$664M |
C, GS, EADSY, FDX, JPM, LEN |
13F-HR |
7/17/2018, 02:06 PM |
| Q1 2018 |
23 |
$6.36B |
+$471M |
-$287M |
+$184M |
GS, C, EADSY, JPM, FDX, LEN |
13F-HR |
5/7/2018, 03:07 PM |
| Q4 2017 |
23 |
$6.63B |
+$223M |
-$33.3M |
+$190M |
GS, EADSY, C, FDX, JPM, WHR |
13F-HR |
1/11/2018, 02:41 PM |
| Q3 2017 |
23 |
$6.66B |
+$62.8M |
-$571M |
-$508M |
GS, EADSY, C, FDX, JPM, LOW |
13F-HR |
10/25/2017, 12:48 PM |
| Q2 2017 |
23 |
$6.61B |
+$203M |
-$52.4M |
+$151M |
GS, C, EADSY, FDX, JPM, BA |
13F-HR |
8/9/2017, 02:10 PM |
| Q1 2017 |
25 |
$6.3B |
+$50.2M |
-$79.9M |
-$29.8M |
GS, EADSY, C, JPM, FDX, LOW |
13F-HR |
4/27/2017, 04:26 PM |
| Q4 2016 |
24 |
$5.93B |
+$289M |
-$357M |
-$67.5M |
GS, C, JPM, EADSY, FDX, LOW |
13F-HR |
1/23/2017, 01:21 PM |
| Q3 2016 |
22 |
$5.24B |
+$169M |
-$159M |
+$10M |
FDX, GS, LOW, C, EADSY, JPM |
13F-HR |
11/4/2016, 09:31 AM |
| Q2 2016 |
22 |
$5.1B |
|
|
|
FDX, LOW, GS, JPM, EADSY, C |
NEW HOLDINGS |
8/4/2016, 10:14 AM |
| Q2 2016 |
22 |
$5.1B |
+$284M |
-$200M |
+$84.7M |
FDX, LOW, GS, JPM, EADSY, C |
13F-HR |
8/3/2016, 11:19 AM |
| Q1 2016 |
24 |
$5.23B |
+$499M |
-$285M |
+$214M |
FDX, LOW, GS, JPM, EADSY, WHR |
13F-HR |
5/6/2016, 09:26 AM |
| Q4 2015 |
24 |
$5.26B |
+$531M |
-$632M |
-$101M |
LOW, FDX, GS, JPM, EADSY, WHR |
13F-HR |
2/4/2016, 03:34 PM |
| Q3 2015 |
22 |
$5.01B |
+$131M |
-$79.1M |
+$52.2M |
LOW, FDX, GS, JPM, UPS, EADSY |
13F-HR |
10/13/2015, 11:33 AM |
| Q2 2015 |
24 |
$5.47B |
+$373M |
-$84.5M |
+$288M |
FDX, LOW, GS, JPM, UPS, EADSY |
13F-HR |
7/10/2015, 04:39 PM |
| Q1 2015 |
25 |
$5.55B |
+$643M |
-$372M |
+$270M |
LOW, FDX, GS, JPM, WHR, UPS |
13F-HR |
5/1/2015, 10:07 AM |
| Q4 2014 |
27 |
$5.56B |
+$891M |
-$710M |
+$181M |
FDX, LOW, UPS, GS, WHR, JPM |
13F-HR |
2/4/2015, 03:36 PM |
| Q3 2014 |
26 |
$5.2B |
+$515M |
-$475M |
+$39.8M |
FDX, LOW, BHI, UPS, GS, MMM |
13F-HR |
10/30/2014, 04:29 PM |
| Q2 2014 |
26 |
$5.26B |
+$409M |
-$405M |
+$3.58M |
BHI, FDX, LOW, UPS, SLB, MMM |
13F-HR |
8/13/2014, 02:46 PM |
| Q1 2014 |
24 |
$4.87B |
+$480M |
-$425M |
+$54.2M |
BHI, FDX, LOW, UPS, MMM, WHR |
13F-HR |
4/29/2014, 04:00 PM |
| Q4 2013 |
24 |
$4.77B |
|
|
|
FDX, LOW, BHI, UPS, APD, MMM |
13F-HR |
1/14/2014, 07:56 AM |