David Rolfe
Wedgewood Partners Inc
·
CIK
859804
Investor and portfolio manager known for his long-term, concentrated investment approach and his focus on high-quality growth companies with strong competitive advantages.
13 Aug 2024
Last Update
AUM
$490.07MHoldings
19ROI %
26.35%QoQ%
2.58%Avg. Holding Period
3y
Sector Allocation
Other
Technology
Financial Services
Industrials
Healthcare
Communication Services
Energy
Consumer Defensive
Consumer Cyclical
Utilities
Real Estate
Basic Materials
Trade Activity
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Discover the most recent trades made by this Billionaire.
Ticker
Name
Activity
Shares
Price
Total Shares
Quarter
Filing Date
Form
MSI
MSI
Sell
19,983
$412.76
60.34K
Q2 2024
13 Aug 2024
13F-HR
EW
EW
$65.54
354.43K
Q2 2024
13 Aug 2024
13F-HR
META
META
Sell
2,134
$515.95
83.79K
Q2 2024
13 Aug 2024
13F-HR
GOOGL
GOOGL
Sell
6,769
$162.29
260.86K
Q2 2024
13 Aug 2024
13F-HR
AAPL
AAPL
Sell
4,834
$217.53
173.54K
Q2 2024
13 Aug 2024
13F-HR
TSM
TSM
Sell
5,879
$167.63
247.79K
Q2 2024
13 Aug 2024
13F-HR
V
V
Sell
3,043
$259.89
128.36K
Q2 2024
13 Aug 2024
13F-HR
UNH
UNH
Sell
1,273
$565.29
58.92K
Q2 2024
13 Aug 2024
13F-HR
PYPL
PYPL
Sell
10,585
$63.46
503.21K
Q2 2024
13 Aug 2024
13F-HR
MSFT
MSFT
Sell
1,645
$406.81
68.97K
Q2 2024
13 Aug 2024
13F-HR
CPRT
CPRT
Sell
11,030
$50.26
516.18K
Q2 2024
13 Aug 2024
13F-HR
TSCO
TSCO
Sell
2,096
$262.23
101.59K
Q2 2024
13 Aug 2024
13F-HR
PCLN
PCLN
Sell
144
$3.44K
6.14K
Q2 2024
13 Aug 2024
13F-HR
CDW
CDW
Sell
2,131
$212.1
96.48K
Q2 2024
13 Aug 2024
13F-HR
TPL
TPL
Sell
336
$832.7
13.36K
Q2 2024
13 Aug 2024
13F-HR
ODFL
ODFL
Sell
1,424
$190.62
60.83K
Q2 2024
13 Aug 2024
13F-HR
SPGI
SPGI
Sell
507
$484.47
24.64K
Q2 2024
13 Aug 2024
13F-HR
ORLY
ORLY
Sell
211
$1.12K
8.89K
Q2 2024
13 Aug 2024
13F-HR
POOL
POOL
Sell
557
$344.07
33.76K
Q2 2024
13 Aug 2024
13F-HR
FB
FB
Sell
16,198
$481.54
85.92K
Q1 2024
16 May 2024
13F-HR
META
META
Sell
16,198
$481.54
85.92K
Q1 2024
16 May 2024
13F-HR
UNH
UNH
$517.55
60.19K
Q1 2024
16 May 2024
13F-HR
