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
MSI.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
MSI
MSI
Sell
19,983
$412.76
60.34K
Q2 2024
13 Aug 2024
13F-HR
MSI
MSI
Sell
1,928
$365.03
80.32K
Q1 2024
16 May 2024
13F-HR
MSI
MSI
Sell
24,950
$319.22
82.25K
Q4 2023
14 Feb 2024
13F-HR
MSI
MSI
Sell
43,893
$272.24
107.2K
Q3 2023
14 Nov 2023
13F-HR
MSI
MSI
Sell
6,618
$293.27
151.09K
Q2 2023
14 Aug 2023
13F-HR
MSI
MSI
Sell
2,500
$286.13
157.71K
Q1 2023
15 May 2023
13F-HR
MSI
MSI
Sell
1,137
$257.71
160.21K
Q4 2022
14 Feb 2023
13F-HR
MSI
MSI
Sell
5,913
$223.96
161.35K
Q3 2022
14 Nov 2022
13F-HR
MSI
MSI
Sell
809
$209.59
167.26K
Q2 2022
15 Aug 2022
13F-HR
MSI
MSI
$242.19
168.07K
Q1 2022
16 May 2022
13F-HR
MSI
MSI
Sell
36,697
$271.7
155.98K
Q4 2021
14 Feb 2022
13F-HR
MSI
MSI
Sell
2,814
$232.31
192.68K
Q3 2021
12 Nov 2021
13F-HR
MSI
MSI
Sell
11,427
$216.85
195.49K
Q2 2021
13 Aug 2021
13F-HR
MSI
MSI
Sell
14,739
$188.04
206.92K
Q1 2021
17 May 2021
13F-HR
MSI
MSI
Sell
15,591
$170.05
221.66K
Q4 2020
12 Feb 2021
13F-HR
MSI
MSI
$156.81
237.25K
Q3 2020
13 Nov 2020
13F-HR
MSI
MSI
$140.13
215.34K
Q2 2020
14 Aug 2020
13F-HR
MSI
MSI
Sell
48,284
$132.91
183.66K
Q1 2020
15 May 2020
13F-HR
MSI
MSI
$161.13
231.94K
Q4 2019
14 Feb 2020
13F-HR/A
MSI
MSI
Sell
5,829
$170.4
205.05K
Q3 2019
14 Nov 2019
13F-HR
MSI
MSI
$166.72
210.88K
Q2 2019
14 Aug 2019
13F-HR
