Portfolio changes · featured 13Fs

Activity

Moves in QLYS across featured managers — New / Exit / Add / Reduce.

2 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

QLYS · exit

2 shown

2 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
QLYS	Exit	Terry Smith - Fundsmith	−0.15 pp	was 0.15%	Q1→Q2
30 Jul 1
QLYS	Exit	Torray Investment Partners	−0.23 pp	was 0.23%	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home