Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 17 Aug managers newest 13Fs

AEM · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
17 Aug 1
AEM	Reduce	Muhlenkamp & Co.	−1.18%	0.0% sh	Q1→Q2
14 Aug 2
AEM	Exit	John Paulson - Paulson & Co.	−5.11%	was 5.1%	Q1→Q2
AEM	Reduce	Ron Baron - Bamco Inc. (Baron Capital)	−0.01%	−9.3% sh	Q1→Q2
21 Jul 1
AEM	Reduce	Murphy Pohlad - Murphy Pohlad Asset Management	−0.86%	−0.2% 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