Portfolio changes · featured 13Fs
Activity
Moves in DELL across featured managers — New / Exit / Add / Reduce.
DELL · all sizes
4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| DELL | New | Lee Ainslie - Maverick Capital | +0.01% | opened 0.01% | Q1→Q2 |
| DELL | Exit | First Pacific Advisors | −0.88% | was 0.88% | Q1→Q2 |
| DELL | Reduce | Arnold Van Den Berg - Van Den Berg Management I | +2.73% | −20.4% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| DELL | Reduce | Dodge & Cox | 0.00% | −8.7% 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