Q4 2019 |
85 |
$64.6M |
+$1.29M |
-$22.7M |
-$21.4M |
URI, C, SRCL, MU, DISH
|
13F-HR |
2/14/2020, 07:11 PM |
Q3 2019 |
103 |
$79.1M |
+$4.78M |
-$14.8M |
-$10M |
SRCL, ALSN, NUAN, EMN, TOL
|
13F-HR |
11/14/2019, 10:13 AM |
Q2 2019 |
103 |
$89.9M |
+$3.69M |
-$18M |
-$14.3M |
C, EMN, WDC, ORCL, OTEX
|
13F-HR |
8/13/2019, 12:51 PM |
Q1 2019 |
108 |
$104M |
+$31.6M |
-$47.4M |
-$15.8M |
MKSI, SRCL, NUAN, IVZ, LRCX
|
13F-HR |
5/14/2019, 04:03 PM |
Q4 2018 |
101 |
$109M |
+$44.5M |
-$63.8M |
-$19.3M |
PFE, AMGN, HRC, GHC, ETN
|
13F-HR |
2/14/2019, 09:55 AM |
Q3 2018 |
83 |
$139M |
+$26.9M |
-$72.6M |
-$45.7M |
AMGN, PFE, ETN, HRC, RRX
|
13F-HR |
11/14/2018, 12:13 PM |
Q2 2018 |
126 |
$180M |
+$10M |
-$73.5M |
-$63.4M |
SPY, CA, AMGN, RRX, JEF
|
13F-HR |
8/14/2018, 04:13 PM |
Q1 2018 |
171 |
$244M |
+$80.8M |
-$81.7M |
-$890K |
SPY, VOYA, FFIV, LRCX, EMN
|
13F-HR |
5/15/2018, 12:30 PM |
Q4 2017 |
172 |
$251M |
+$36.2M |
-$61.6M |
-$25.3M |
SPY, LRCX, VOYA, SPR, LUK
|
13F-HR |
2/13/2018, 04:18 PM |
Q3 2017 |
171 |
$260M |
+$39.5M |
-$39.5M |
+$6.07K |
SPY, LRCX, BAX, LUK, GM
|
13F-HR |
11/13/2017, 03:50 PM |
Q2 2017 |
179 |
$253M |
+$22.7M |
-$30.4M |
-$7.66M |
SPY, BAX, LRCX, LUK, FLEX
|
13F-HR |
8/2/2017, 05:01 PM |
Q1 2017 |
181 |
$259M |
+$80M |
-$91.1M |
-$11.1M |
SPY, LUK, BAX, FLEX, LRCX
|
13F-HR |
5/3/2017, 02:30 PM |
Q4 2016 |
183 |
$257M |
+$32.5M |
-$55.7M |
-$23.2M |
SPY, LUK, LRCX, FLEX, FITB
|
13F-HR |
1/27/2017, 01:12 PM |
Q3 2016 |
186 |
$264M |
+$8.38M |
-$29.8M |
-$21.4M |
BAX, FLEX, LUK, RS, ORI
|
13F-HR |
11/10/2016, 03:10 PM |
Q2 2016 |
188 |
$268M |
+$42.6M |
-$63.3M |
-$20.7M |
BAX, ORI, RS, HIG, VZ
|
13F-HR |
7/27/2016, 04:44 PM |
Q1 2016 |
192 |
$297M |
+$119M |
-$66.9M |
+$52.1M |
HIG, ORI, BAX, FLEX, LUMN
|
13F-HR |
5/9/2016, 12:07 PM |
Q4 2015 |
160 |
$246M |
+$53.8M |
-$59M |
-$5.18M |
FSLR, VRSN, TSO, ORI, UTHR
|
13F-HR |
1/27/2016, 03:46 PM |
Q3 2015 |
162 |
$244M |
+$31.4M |
-$23.3M |
+$8.05M |
WNR, TSO, VRSN, RDN, FNF
|
13F-HR |
11/9/2015, 03:47 PM |
Q2 2015 |
168 |
$262M |
+$45.4M |
-$44M |
+$1.43M |
UTHR, RDN, WNR, TSO, MAN
|
13F-HR |
8/12/2015, 03:46 PM |
Q1 2015 |
158 |
$266M |
+$63M |
-$74.3M |
-$11.3M |
UTHR, WNR, VRSN, TSO, RDN
|
13F-HR |
4/16/2015, 07:04 PM |
Q4 2014 |
146 |
$273M |
+$45.9M |
-$45.7M |
+$130K |
PPC, HPQ, BRCD, DAL, TAP
|
13F-HR |
2/11/2015, 07:20 AM |
Q3 2014 |
141 |
$264M |
+$36.7M |
-$32.4M |
+$4.22M |
PPC, TAP, UTHR, HPQ, FSLR
|
13F-HR |
11/6/2014, 05:21 PM |
Q2 2014 |
142 |
$267M |
+$65.2M |
-$32.1M |
+$33.1M |
PPC, AA, TAP, FSLR, HPQ
|
13F-HR |
8/11/2014, 10:33 AM |
Q1 2014 |
127 |
$224M |
+$53.8M |
-$53.5M |
+$335K |
FSLR, TSN, PPC, HPQ, BRCD
|
13F-HR |
5/14/2014, 03:46 PM |
Q4 2013 |
125 |
$212M |
$0 |
$0 |
|
HPQ, TSN, UTHR, FSLR, NOC
|
13F-HR |
2/10/2014, 02:28 PM |