Q3 2024 |
10 |
$1.7B |
+$303M |
-$316M |
-$12.8M |
MRNA, SCHW, TRU, EFX, HRI
|
13F-HR |
11/14/2024, 12:52 PM |
Q2 2024 |
8 |
$2.01B |
+$232M |
-$120M |
+$112M |
MRNA, SCHW, WFC, TRU, HRI
|
13F-HR |
8/13/2024, 05:45 PM |
Q1 2024 |
7 |
$1.82B |
+$124M |
-$349M |
-$225M |
MRNA, SCHW, WFC, HRI, TRU
|
13F-HR |
5/14/2024, 10:34 AM |
Q4 2023 |
9 |
$1.9B |
+$138M |
-$453M |
-$315M |
MRNA, SCHW, WFC, HRI, TSM
|
13F-HR |
2/13/2024, 09:55 AM |
Q3 2023 |
10 |
$1.99B |
+$188M |
-$205M |
-$17.1M |
MRNA, SCHW, WFC, QCOM, URI
|
13F-HR |
11/13/2023, 06:01 PM |
Q2 2023 |
9 |
$2.21B |
+$280M |
-$250M |
+$29.9M |
MRNA, WFC, SCHW, URI, AA
|
13F-HR |
8/11/2023, 06:21 PM |
Q1 2023 |
11 |
$2.33B |
+$338M |
-$386M |
-$47.8M |
MRNA, WFC, SCHW, AA, QCOM
|
13F-HR |
5/12/2023, 05:35 PM |
Q4 2022 |
10 |
$2.6B |
+$237M |
-$198M |
+$38.4M |
MRNA, WFC, SCHW, AA, URI
|
13F-HR |
2/10/2023, 04:14 PM |
Q3 2022 |
10 |
$2.05B |
+$58.8M |
-$253M |
-$194M |
MRNA, WFC, SCHW, META, AA
|
13F-HR |
11/14/2022, 12:12 PM |
Q2 2022 |
12 |
$2.5B |
+$167M |
-$95.7M |
+$71.7M |
MRNA, WFC, LRCX, META, AA
|
13F-HR |
8/12/2022, 11:14 AM |
Q1 2022 |
11 |
$3.13B |
+$623M |
-$298M |
+$324M |
MRNA, WFC, AA, LRCX, META
|
13F-HR |
5/13/2022, 01:37 PM |
Q4 2021 |
9 |
$3.25B |
+$704M |
-$574M |
+$131M |
MRNA, WFC, AA, META, MU
|
Restatement |
5/26/2022, 12:11 PM |
Q3 2021 |
7 |
$3.5B |
+$368M |
-$1.15B |
-$780M |
MRNA, WFC, META, AA, TMUS
|
Restatement |
5/26/2022, 12:04 PM |
Q2 2021 |
9 |
$3.42B |
+$203M |
-$621M |
-$418M |
MRNA, WFC, TMUS, ADI, MU
|
13F-HR |
8/13/2021, 02:26 PM |
Q1 2021 |
12 |
$2.99B |
+$438M |
-$730M |
-$293M |
MRNA, WFC, TMUS, AZO, MU
|
13F-HR |
5/13/2021, 12:36 PM |
Q4 2020 |
15 |
$2.87B |
+$1.04B |
-$731M |
+$310M |
WFC, MRNA, TMUS, CARR, MU
|
13F-HR |
2/12/2021, 04:04 PM |
Q3 2020 |
15 |
$2.04B |
+$275M |
-$347M |
-$72.2M |
MRNA, WFC, URI, VMC, BKNG
|
13F-HR |
11/13/2020, 02:48 PM |
Q2 2020 |
14 |
$1.97B |
+$542M |
-$238M |
+$304M |
MRNA, WFC, URI, VMC, BKNG
|
13F-HR |
8/13/2020, 07:34 PM |
Q1 2020 |
13 |
$1.22B |
+$449M |
-$577M |
-$128M |
WFC, MRNA, URI, BA, MU
|
13F-HR |
5/14/2020, 05:39 PM |
Q4 2019 |
7 |
$1.78B |
+$78.6M |
-$406M |
-$327M |
WFC, BAC, URI, AXP, MRNA
|
13F-HR |
2/13/2020, 10:03 AM |
Q3 2019 |
10 |
$1.89B |
+$239M |
-$114M |
+$125M |
WFC, BAC, URI, SCHW, AXP
|
13F-HR |
11/13/2019, 02:54 PM |
Q2 2019 |
9 |
$1.68B |
+$357M |
-$354M |
+$3.31M |
WFC, BAC, SCHW, URI, KLAC
|
13F-HR |
8/13/2019, 08:38 PM |
Q1 2019 |
8 |
$1.67B |
+$271M |
-$355M |
-$84M |
BAC, WFC, SCHW, UTX, AXP
|
13F-HR |
5/15/2019, 02:19 PM |
Q4 2018 |
9 |
$1.64B |
+$154M |
-$59.8M |
+$93.7M |
WFC, SCHW, BAC, UTX, SPGI
|
13F-HR |
2/13/2019, 06:12 PM |
Q3 2018 |
7 |
$1.83B |
+$68.1M |
-$159M |
-$91M |
WFC, SCHW, BAC, UTX, SPGI
|
13F-HR |
11/13/2018, 04:29 PM |
Q2 2018 |
8 |
$1.93B |
+$244M |
-$272M |
-$28.8M |
SCHW, WFC, BAC, BACWSA, UTX
|
13F-HR |
8/13/2018, 03:52 PM |
Q1 2018 |
7 |
$1.99B |
+$158M |
-$88.4M |
+$69.9M |
SCHW, WFC, BAC, BACWSA, SPGI
|
13F-HR |
5/14/2018, 01:45 PM |
Q4 2017 |
6 |
$1.96B |
+$129M |
-$267M |
-$138M |
SCHW, WFC, BAC, BACWSA, SPGI
|
13F-HR |
2/14/2018, 10:32 AM |
Q3 2017 |
7 |
$1.81B |
+$77.1M |
-$89.9M |
-$12.8M |
BAC, SCHW, WFC, BACWSA, SPGI
|
13F-HR |
11/13/2017, 10:50 AM |
Q2 2017 |
6 |
$1.77B |
+$13.3M |
-$184M |
-$171M |
SCHW, BAC, WFC, BACWSA, SPGI
|
13F-HR |
8/11/2017, 01:24 PM |
Q1 2017 |
7 |
$1.87B |
+$104M |
-$115M |
-$10.5M |
SCHW, BAC, WFC, SPGI, BACWSA
|
13F-HR |
5/12/2017, 12:59 PM |
Q4 2016 |
7 |
$1.77B |
+$79.4M |
-$54.8M |
+$24.7M |
SCHW, BAC, WFC, SPGI, BACWSA
|
13F-HR |
2/13/2017, 10:22 AM |
Q3 2016 |
6 |
$1.39B |
+$162M |
-$245M |
-$82.2M |
SCHW, BAC, WFC, SPGI, CHTR
|
13F-HR |
11/14/2016, 02:23 PM |
Q2 2016 |
7 |
$1.33B |
+$203M |
-$344M |
-$141M |
WFC, SCHW, BAC, VMC, SPGI
|
13F-HR |
8/12/2016, 10:06 AM |
Q1 2016 |
8 |
$1.49B |
+$216M |
-$106M |
+$111M |
WFC, SCHW, BAC, VMC, MHFI
|
13F-HR |
5/13/2016, 10:17 AM |
Q4 2015 |
8 |
$1.52B |
+$57.2M |
-$66.1M |
-$8.98M |
WFC, SCHW, BAC, VMC, MHFI
|
13F-HR |
2/12/2016, 11:02 AM |
Q3 2015 |
8 |
$1.41B |
+$106M |
-$127M |
-$21.2M |
WFC, SCHW, BAC, VMC, MHFI
|
13F-HR |
11/13/2015, 01:23 PM |
Q2 2015 |
9 |
$1.57B |
+$179M |
-$173M |
+$5.61M |
WFC, SCHW, BAC, MHFI, VMC
|
13F-HR |
8/13/2015, 11:31 AM |
Q1 2015 |
9 |
$1.49B |
+$165M |
-$332M |
-$167M |
WFC, SCHW, BAC, MHFI, MSFT
|
13F-HR |
5/14/2015, 09:56 AM |
Q4 2014 |
8 |
$1.67B |
+$221M |
-$131M |
+$90.6M |
WFC, SCHW, BAC, MHK, MHFI
|
13F-HR |
2/13/2015, 02:56 PM |
Q3 2014 |
8 |
$1.51B |
+$91M |
-$128M |
-$37M |
WFC, SCHW, BAC, MHFI, MHK
|
13F-HR |
11/13/2014, 10:34 AM |
Q2 2014 |
10 |
$1.5B |
+$142M |
-$207M |
-$65.7M |
WFC, SCHW, BAC, MHFI, LOW
|
13F-HR |
8/13/2014, 01:18 PM |
Q1 2014 |
12 |
$1.53B |
+$143M |
-$349M |
-$206M |
WFC, SCHW, BAC, MHFI, LOW
|
13F-HR |
5/14/2014, 10:13 AM |
Q4 2013 |
14 |
$1.69B |
$0 |
$0 |
|
WFC, SCHW, AXP, BAC, MHFI
|
13F-HR |
2/13/2014, 09:21 AM |