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
Ultima Actualizare
AUM
$490.07MHoldings
19ROI %
26.35%QoQ%
2.58%Perioada Medie de Deținere
3y
Alocarea Sectorială
Other
Technology
Financial Services
Industrials
Healthcare
Communication Services
Energy
Consumer Defensive
Consumer Cyclical
Utilities
Real Estate
Basic Materials
Activitatea Tranzacțiilor
Actualizează la PRO pentru a vedea mai mult
Descoperă cele mai recente tranzacții efectuate de acest Miliardar.
Simbol
Nume
Activitate
Acțiuni
Preț
Total Acțiuni
Trimestru
Data de depozit
Formă
MSI
MSI
Vinde
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
Vinde
2,134
$515.95
83.79K
Q2 2024
13 aug 2024
13F-HR
GOOGL
GOOGL
Vinde
6,769
$162.29
260.86K
Q2 2024
13 aug 2024
13F-HR
AAPL
AAPL
Vinde
4,834
$217.53
173.54K
Q2 2024
13 aug 2024
13F-HR
TSM
TSM
Vinde
5,879
$167.63
247.79K
Q2 2024
13 aug 2024
13F-HR
V
V
Vinde
3,043
$259.89
128.36K
Q2 2024
13 aug 2024
13F-HR
UNH
UNH
Vinde
1,273
$565.29
58.92K
Q2 2024
13 aug 2024
13F-HR
PYPL
PYPL
Vinde
10,585
$63.46
503.21K
Q2 2024
13 aug 2024
13F-HR
MSFT
MSFT
Vinde
1,645
$406.81
68.97K
Q2 2024
13 aug 2024
13F-HR
CPRT
CPRT
Vinde
11,030
$50.26
516.18K
Q2 2024
13 aug 2024
13F-HR
TSCO
TSCO
Vinde
2,096
$262.23
101.59K
Q2 2024
13 aug 2024
13F-HR
PCLN
PCLN
Vinde
144
$3.44K
6.14K
Q2 2024
13 aug 2024
13F-HR
CDW
CDW
Vinde
2,131
$212.1
96.48K
Q2 2024
13 aug 2024
13F-HR
TPL
TPL
Vinde
336
$832.7
13.36K
Q2 2024
13 aug 2024
13F-HR
ODFL
ODFL
Vinde
1,424
$190.62
60.83K
Q2 2024
13 aug 2024
13F-HR
SPGI
SPGI
Vinde
507
$484.47
24.64K
Q2 2024
13 aug 2024
13F-HR
ORLY
ORLY
Vinde
211
$1.12K
8.89K
Q2 2024
13 aug 2024
13F-HR
POOL
POOL
Vinde
557
$344.07
33.76K
Q2 2024
13 aug 2024
13F-HR
FB
FB
Vinde
16,198
$481.54
85.92K
Q1 2024
16 mai 2024
13F-HR
META
META
Vinde
16,198
$481.54
85.92K
Q1 2024
16 mai 2024
13F-HR
UNH
UNH
$517.55
60.19K
Q1 2024
16 mai 2024
13F-HR
