Q3 2022 |
86 |
$1.28B |
+$789K |
-$32.3M |
-$31.5M |
MCK, TMUS, MSI, MS, WM
|
13F-HR |
10/28/2022, 06:35 PM |
Q2 2022 |
93 |
$1.33B |
+$1.29M |
-$16.4M |
-$15.1M |
MCK, TMUS, MSI, MS, WM
|
13F-HR |
8/4/2022, 06:19 PM |
Q1 2022 |
101 |
$1.58B |
+$143M |
-$136M |
+$7.02M |
MSI, MCK, MS, TMUS, HD
|
13F-HR |
5/12/2022, 11:53 AM |
Q4 2021 |
100 |
$1.71B |
+$55.2M |
-$22.1M |
+$33.1M |
HD, MS, MSI, XLNX, DHI
|
13F-HR |
2/2/2022, 04:50 PM |
Q3 2021 |
95 |
$1.48B |
+$106M |
-$129M |
-$22.9M |
MS, HD, MSI, TMUS, WM
|
13F-HR |
11/16/2021, 09:51 AM |
Q2 2021 |
92 |
$1.5B |
+$2.92M |
-$28.1M |
-$25.2M |
MS, TMUS, HD, MSI, DHI
|
13F-HR |
8/2/2021, 05:02 PM |
Q1 2021 |
95 |
$1.43B |
+$79.6M |
-$70.3M |
+$9.22M |
MS, HD, TMUS, DHI, MSI
|
13F-HR |
5/11/2021, 10:07 AM |
Q4 2020 |
79 |
$1.27B |
+$121M |
-$125M |
-$4.63M |
MS, TMUS, HD, XLNX, MSI
|
13F-HR |
2/2/2021, 03:59 PM |
Q3 2020 |
96 |
$1.13B |
+$10.2M |
-$35.3M |
-$25.1M |
HD, TMUS, DHI, MSI, WM
|
13F-HR |
11/12/2020, 07:54 PM |
Q2 2020 |
93 |
$1.11B |
+$72.9M |
-$18.9M |
+$54M |
HD, TMUS, WM, CSCO, MSI
|
13F-HR |
8/13/2020, 03:34 PM |
Q1 2020 |
83 |
$885M |
+$1.06M |
-$121M |
-$120M |
TMUS, HD, MSI, WM, CSCO
|
13F-HR |
4/23/2020, 10:49 AM |
Q4 2019 |
98 |
$1.27B |
+$84.8M |
-$61.4M |
+$23.5M |
HD, MSI, BAC, WM, GE
|
13F-HR |
1/29/2020, 01:45 PM |
Q3 2019 |
84 |
$1.2B |
+$18.2M |
-$38.4M |
-$20.2M |
HD, MSI, WM, TMUS, CSCO
|
13F-HR |
11/14/2019, 11:55 AM |
Q2 2019 |
83 |
$1.21B |
+$3.74M |
-$14.5M |
-$10.7M |
MSI, HD, XLNX, CSCO, WM
|
13F-HR |
8/7/2019, 09:32 AM |
Q1 2019 |
87 |
$1.17B |
+$4.71M |
-$10.3M |
-$5.59M |
XLNX, HD, CSCO, MSI, WM
|
13F-HR |
5/13/2019, 11:32 AM |
Q4 2018 |
88 |
$1.02B |
+$75.8M |
-$90.9M |
-$15.1M |
HD, XLNX, MSI, CSCO, TMUS
|
13F-HR |
2/1/2019, 11:14 AM |
Q3 2018 |
87 |
$1.16B |
+$5.77M |
-$59.7M |
-$53.9M |
HD, MSI, CSCO, TMUS, BAC
|
13F-HR |
11/14/2018, 05:25 PM |
Q2 2018 |
89 |
$1.15B |
+$5.2M |
-$9.98M |
-$4.78M |
HD, LEN, MSI, BAC, CSCO
|
13F-HR |
8/3/2018, 09:40 AM |
Q1 2018 |
82 |
$1.19B |
+$43.7M |
-$39.4M |
+$4.29M |
HD, LEN, BAC, CSCO, SCHW
|
13F-HR |
4/26/2018, 03:35 PM |
Q4 2017 |
84 |
$1.22B |
+$107M |
-$103M |
+$4.67M |
HD, BAC, DHI, SCHW, TMUS
|
13F-HR |
2/6/2018, 05:13 PM |
Q3 2017 |
78 |
$1.12B |
+$28.1M |
-$4.78M |
+$23.3M |
HD, BAC, TMUS, XLNX, C
|
13F-HR |
11/8/2017, 01:05 PM |
Q2 2017 |
72 |
$1.05B |
+$10.9M |
-$24.4M |
-$13.5M |
HD, BAC, TMUS, NWL, XLNX
|
13F-HR |
7/24/2017, 03:23 PM |
Q1 2017 |
79 |
$1.05B |
+$44.5M |
-$36.4M |
+$8.06M |
TMUS, HD, BAC, FLEX, NWL
|
13F-HR |
5/15/2017, 10:33 AM |
Q4 2016 |
74 |
$972M |
+$36.3M |
-$35.2M |
+$1.04M |
TMUS, HD, BAC, XLNX, NWL
|
13F-HR |
1/12/2017, 08:43 PM |
Q3 2016 |
68 |
$906M |
+$39.1M |
-$12.3M |
+$26.8M |
HD, NWL, TMUS, XLNX, FLEX
|
13F-HR |
10/7/2016, 04:55 PM |
Q2 2016 |
66 |
$837M |
+$84.6M |
-$88.8M |
-$4.2M |
HD, NWL, BMY, TMUS, DHI
|
13F-HR |
7/19/2016, 06:45 PM |
Q1 2016 |
74 |
$826M |
+$55.5M |
-$72.5M |
-$17M |
HD, NWL, BMY, DHI, XLNX
|
13F-HR |
4/22/2016, 11:02 AM |
Q4 2015 |
73 |
$869M |
+$93.4M |
-$34.5M |
+$58.9M |
HD, NWL, BMY, DHI, BAC
|
13F-HR |
1/19/2016, 09:30 AM |
Q3 2015 |
63 |
$766M |
+$27.6M |
-$110M |
-$82.7M |
HD, AGN, NWL, BMY, FL
|
13F-HR |
10/29/2015, 11:43 AM |
Q2 2015 |
64 |
$920M |
+$125M |
-$106M |
+$19M |
AGN, MYL, HD, YHOO, NWL
|
13F-HR |
7/20/2015, 04:55 PM |
Q1 2015 |
55 |
$893M |
+$51.8M |
-$42.7M |
+$9.07M |
B108PS, HD, YHOO, MYL, BMY
|
13F-HR |
4/15/2015, 03:12 PM |
Q4 2014 |
56 |
$858M |
+$10.9M |
-$1.48M |
+$9.44M |
YHOO, B108PS, HD, MYL, NWL
|
13F-HR |
1/27/2015, 03:44 PM |
Q3 2014 |
52 |
$777M |
+$6.89M |
-$3.2M |
+$3.69M |
B108PS, YHOO, HD, MYL, BAC
|
13F-HR |
10/29/2014, 09:44 AM |
Q2 2014 |
52 |
$768M |
+$54.9M |
-$54.6M |
+$257K |
B108PS, MYL, YHOO, HD, LM
|
13F-HR |
7/28/2014, 02:25 PM |
Q1 2014 |
54 |
$754M |
+$12.9M |
-$3.33M |
+$9.61M |
B108PS, MYL, YHOO, XLNX, HD
|
13F-HR |
5/8/2014, 03:51 PM |
Q4 2013 |
56 |
$722M |
$0 |
$0 |
|
YHOO, B108PS, MYL, HD, BMY
|
13F-HR |
1/22/2014, 04:50 PM |