Portfolio changes · featured 13Fs
Activity
Moves in MEDP across featured managers — New / Exit / Add / Reduce.
MEDP · reduce · all sizes
2 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| MEDP | Reduce | Terry Smith - Fundsmith | −0.03% | −16.4% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| MEDP | Reduce | Vulcan Value Partners | −0.30% | −30.2% 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