Portfolio changes · featured 13Fs
Activity
Moves in ERJ across featured managers — New / Exit / Add / Reduce.
ERJ · add · all sizes
2 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 4 Aug 1 | |||||
| ERJ | Add | Polen Capital Management | 0.00% | +60.9% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| ERJ | Add | John Armitage - Egerton Capital (UK) | +0.13% | +13.8% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home