Q3 2024 |
205 |
$177B |
+$6.69B |
-$8.31B |
-$1.62B |
JCI, FI, SCHW, RTX, WFC
|
13F-HR |
11/13/2024, 01:41 PM |
Q2 2024 |
202 |
$167B |
+$4.81B |
-$8.77B |
-$3.96B |
SCHW, JCI, WFC, GOOG, FI
|
13F-HR |
8/13/2024, 01:13 PM |
Q1 2024 |
199 |
$172B |
+$8.76B |
-$6.46B |
+$2.3B |
WFC, SCHW, FI, JCI, OXY
|
13F-HR |
5/14/2024, 01:12 PM |
Q4 2023 |
197 |
$158B |
+$8.11B |
-$11.6B |
-$3.48B |
SCHW, WFC, OXY, FI, GOOG
|
Restatement |
2/22/2024, 12:52 PM |
Q3 2023 |
192 |
$148B |
+$5.34B |
-$6.91B |
-$1.57B |
OXY, WFC, GOOG, SCHW, SNY
|
13F-HR |
11/14/2023, 01:36 PM |
Q2 2023 |
191 |
$150B |
+$2.66B |
-$6.74B |
-$4.07B |
OXY, WFC, GOOG, FI, SCHW
|
13F-HR |
8/14/2023, 11:56 AM |
Q1 2023 |
203 |
$147B |
+$5.2B |
-$5.4B |
-$206M |
OXY, GOOG, WFC, SNY, SCHW
|
13F-HR |
5/12/2023, 01:44 PM |
Q4 2022 |
188 |
$146B |
+$4.95B |
-$7.36B |
-$2.41B |
SCHW, OXY, WFC, SNY, JCI
|
13F-HR |
2/14/2023, 01:04 PM |
Q3 2022 |
191 |
$132B |
+$11B |
-$8.87B |
+$2.08B |
OXY, SCHW, WFC, GOOG, FI
|
13F-HR |
11/10/2022, 04:25 PM |
Q2 2022 |
211 |
$144B |
+$6.52B |
-$5.72B |
+$799M |
OXY, SCHW, WFC, GOOG, CI
|
13F-HR |
8/12/2022, 04:53 PM |
Q1 2022 |
197 |
$164B |
+$9.6B |
-$8.95B |
+$646M |
SCHW, WFC, OXY, GOOG, SNY
|
13F-HR |
5/13/2022, 04:13 PM |
Q4 2021 |
197 |
$161B |
+$9.38B |
-$6.17B |
+$3.21B |
WFC, SCHW, GOOG, JCI, COF
|
13F-HR |
2/14/2022, 12:10 PM |
Q3 2021 |
193 |
$154B |
+$6.3B |
-$2.57B |
+$3.73B |
WFC, GOOG, COF, SCHW, CMCSA
|
13F-HR |
11/15/2021, 11:54 AM |
Q2 2021 |
190 |
$153B |
+$7.8B |
-$6.78B |
+$1.01B |
WFC, COF, SCHW, GOOG, CMCSA
|
13F-HR |
8/13/2021, 03:18 PM |
Q1 2021 |
186 |
$140B |
+$8.8B |
-$14.3B |
-$5.55B |
WFC, COF, SCHW, CMCSA, GOOG
|
13F-HR |
5/14/2021, 03:36 PM |
Q4 2020 |
182 |
$126B |
+$4.8B |
-$10.4B |
-$5.61B |
COF, SCHW, WFC, CMCSA, GOOG
|
13F-HR |
2/11/2021, 03:32 PM |
Q3 2020 |
183 |
$109B |
+$3.99B |
-$8.37B |
-$4.37B |
FDX, CMCSA, GOOG, COF, JCI
|
13F-HR |
11/13/2020, 01:46 PM |
Q2 2020 |
192 |
$109B |
+$9.32B |
-$10.4B |
-$1.12B |
FDX, GOOG, MSFT, CMCSA, SCHW
|
13F-HR |
8/13/2020, 04:23 PM |
Q1 2020 |
177 |
$92.3B |
+$8.44B |
-$7.88B |
+$566M |
GOOG, SCHW, FDX, MSFT, BAC
|
13F-HR |
5/14/2020, 04:24 PM |
Q4 2019 |
184 |
$131B |
+$3.5B |
-$5.67B |
-$2.17B |
SCHW, WFC, COF, GOOG, CHTR
|
13F-HR |
2/13/2020, 03:49 PM |
Q3 2019 |
181 |
$122B |
+$6.61B |
-$8.18B |
-$1.57B |
WFC, JCI, OXY, COF, CMCSA
|
13F-HR |
11/13/2019, 04:25 PM |
Q2 2019 |
180 |
$124B |
+$9.13B |
-$9.33B |
-$203M |
CHTR, MSFT, JCI, CMCSA, WFC
|
13F-HR |
8/13/2019, 04:17 PM |
Q1 2019 |
178 |
$122B |
+$6.3B |
-$4.31B |
+$1.99B |
CMCSA, CHTR, JCI, WFC, MSFT
|
13F-HR |
5/14/2019, 04:29 PM |
Q4 2018 |
181 |
$109B |
+$12.5B |
-$14.4B |
-$1.96B |
CMCSA, WFC, CHTR, MSFT, NVS
|
13F-HR |
2/14/2019, 11:37 AM |
Q3 2018 |
190 |
$131B |
+$7.26B |
-$8.27B |
-$1.01B |
CMCSA, WFC, MSFT, CHTR, NVS
|
Restatement |
11/21/2018, 01:22 PM |
Q2 2018 |
176 |
$125B |
+$7.26B |
-$8.32B |
-$1.06B |
WFC, CMCSA, COF, SCHW, BAC
|
13F-HR |
8/14/2018, 04:07 PM |
Q1 2018 |
177 |
$124B |
+$7.04B |
-$8.74B |
-$1.7B |
SCHW, COF, BAC, WFC, HPE
|
13F-HR |
5/14/2018, 04:18 PM |
Q4 2017 |
178 |
$129B |
+$5.5B |
-$6.98B |
-$1.48B |
SCHW, COF, BAC, WFC, NVS
|
13F-HR |
2/14/2018, 02:51 PM |
Q3 2017 |
180 |
$124B |
+$7.22B |
-$5.91B |
+$1.32B |
BAC, SCHW, WFC, NVS, COF
|
13F-HR |
11/13/2017, 04:19 PM |
Q2 2017 |
179 |
$119B |
+$5.83B |
-$4.8B |
+$1.03B |
NVS, BAC, SCHW, HPE, WFC
|
13F-HR |
8/11/2017, 02:22 PM |
Q1 2017 |
178 |
$118B |
+$4.62B |
-$3.36B |
+$1.26B |
HPE, BAC, WFC, SCHW, COF
|
13F-HR |
5/12/2017, 04:29 PM |
Q4 2016 |
181 |
$113B |
+$4.43B |
-$7.73B |
-$3.3B |
HPE, BAC, SLB, COF, WFC
|
Restatement |
3/20/2017, 12:26 PM |
Q3 2016 |
176 |
$106B |
+$5.78B |
-$9.33B |
-$3.55B |
HPE, SLB, BAC, COF, NVS
|
13F-HR |
11/14/2016, 04:15 PM |
Q2 2016 |
175 |
$101B |
+$5.99B |
-$7.6B |
-$1.61B |
SLB, HPE, NVS, WFC, COF
|
13F-HR |
8/12/2016, 04:17 PM |
Q1 2016 |
191 |
$102B |
+$5.38B |
-$3.99B |
+$1.39B |
SLB, HPE, TWC, COF, WFC
|
13F-HR |
5/13/2016, 04:18 PM |
Q4 2015 |
183 |
$102B |
+$13.7B |
-$14.6B |
-$901M |
SLB, NVS, WFC, MSFT, TWC
|
13F-HR |
2/12/2016, 04:31 PM |
Q3 2015 |
185 |
$99.4B |
+$6.38B |
-$4.19B |
+$2.19B |
HPQ, SLB, NVS, WFC, COF
|
13F-HR |
11/12/2015, 04:13 PM |
Q2 2015 |
181 |
$111B |
+$5.08B |
-$4.53B |
+$549M |
HPQ, SLB, NVS, COF, WFC
|
13F-HR |
8/13/2015, 04:20 PM |
Q1 2015 |
187 |
$109B |
+$5.07B |
-$2.18B |
+$2.88B |
HPQ, NVS, SLB, WFC, COF
|
13F-HR |
5/14/2015, 04:15 PM |
Q4 2014 |
190 |
$108B |
+$9.14B |
-$7.57B |
+$1.57B |
HPQ, NVS, WFC, SLB, COF
|
13F-HR |
2/13/2015, 04:39 PM |
Q3 2014 |
204 |
$105B |
+$4.71B |
-$5.39B |
-$674M |
HPQ, NVS, MSFT, COF, WFC
|
13F-HR |
11/13/2014, 04:06 PM |
Q2 2014 |
168 |
$105B |
+$6.94B |
-$3.7B |
+$3.24B |
HPQ, NVS, SLB, COF, WFC
|
13F-HR |
8/13/2014, 04:13 PM |
Q1 2014 |
165 |
$97.8B |
+$3.95B |
-$3.81B |
+$137M |
HPQ, NVS, SLB, WFC, COF
|
13F-HR |
5/14/2014, 04:09 PM |
Q4 2013 |
163 |
$95.9B |
$0 |
$0 |
|
HPQ, NVS, COF, SLB, WFC
|
13F-HR |
2/14/2014, 05:14 PM |