Portfolio changes · featured 13Fs
Activity
Moves in MSCI across featured managers — New / Exit / Add / Reduce.
MSCI · reduce · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| MSCI | Reduce | Terry Smith - Fundsmith | −0.05 pp | −17.3% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| MSCI | Reduce | Chris James - Meritage Group | −2.33 pp | −32.4% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| MSCI | Reduce | Jensen Investment Management | 0.00 pp | −17.3% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| MSCI | Reduce | Polen Capital Management | −0.23 pp | −27.7% sh | 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