Portfolio changes · featured 13Fs
Activity
Moves in CGNX across featured managers — New / Exit / Add / Reduce.
CGNX · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| CGNX | Add | Mairs & Power | +0.26% | +6.9% sh | Q1→Q2 |
| CGNX | Reduce | Glenn Welling - Engaged Capital | −0.31% | −30.0% sh | Q1→Q2 |
| CGNX | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.12% | −28.1% 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