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 %
22.86%QoQ%
-1.87%Avg. Holding Period
3y
Select from companies owned by David Rolfe
EW.US
Ownership
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
EW
EW
$65.54
354.43K
Q2 2024
13 Aug 2024
13F-HR
EW
EW
Sell
5,201
$90.16
245.45K
Q1 2024
16 May 2024
13F-HR
EW
EW
$86.26
250.65K
Q4 2023
14 Feb 2024
13F-HR
EW
EW
Sell
146,892
$69.28
193.8K
Q3 2023
14 Nov 2023
13F-HR
EW
EW
Sell
17,531
$95.09
340.69K
Q2 2022
15 Aug 2022
13F-HR
EW
EW
$117.72
358.22K
Q1 2022
16 May 2022
13F-HR
EW
EW
Sell
119,478
$129.55
353.15K
Q4 2021
14 Feb 2022
13F-HR
EW
EW
Sell
10,909
$113.21
472.63K
Q3 2021
12 Nov 2021
13F-HR
EW
EW
Sell
30,352
$103.57
483.54K
Q2 2021
13 Aug 2021
13F-HR
EW
EW
Sell
81,068
$83.64
513.89K
Q1 2021
17 May 2021
13F-HR
EW
EW
Sell
36,762
$91.23
594.96K
Q4 2020
12 Feb 2021
13F-HR
EW
EW
Sell
36,824
$79.82
631.72K
Q3 2020
13 Nov 2020
13F-HR
EW
EW
Sell
43,058
$69.11
668.54K
Q2 2020
14 Aug 2020
13F-HR
EW
EW
Sell
410,586
$62.87
711.6K
Q1 2020
15 May 2020
13F-HR
EW
EW
Sell
314,181
$77.76
1.12M
Q4 2019
14 Feb 2020
13F-HR/A
EW
EW
Sell
124,512
$73.3
1.44M
Q3 2019
14 Nov 2019
13F-HR
EW
EW
Sell
421,578
$61.58
1.56M
Q2 2019
14 Aug 2019
13F-HR
EW
EW
Sell
480,939
$63.78
1.98M
Q1 2019
15 May 2019
13F-HR
EW
EW
$51.06
2.46M
Q4 2018
14 Feb 2019
13F-HR
EW
EW
Sell
217,350
$58.03
2.46M
Q3 2018
14 Nov 2018
13F-HR
EW
EW
$48.52
2.67M
Q2 2018
14 Aug 2018
13F-HR
