Portfolio changes · featured 13Fs
Activity
Moves in MDT across featured managers — New / Exit / Add / Reduce.
MDT · all sizes
9 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| MDT | New | Davidson Kempner Capital Management | +0.11% | opened 0.11% | Q1→Q2 |
| MDT | Add | Hillman Capital Management | +0.10% | +55.6% sh | Q1→Q2 |
| MDT | Reduce | David Witzke - Avidity Partners Management | −0.88% | −30.0% sh | Q1→Q2 |
| MDT | Reduce | Mairs & Power | −0.10% | −9.6% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| MDT | Add | Harry Burn - Sound Shore Management | −0.38% | +1.6% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| MDT | Add | First Eagle Investment Management | +0.65% | +37.2% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| MDT | Exit | Polen Capital Management | −0.04% | was 0.04% | Q1→Q2 |
| 21 Jul 1 | |||||
| MDT | Reduce | Murphy Pohlad - Murphy Pohlad Asset Management | −0.31% | −3.2% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| MDT | Add | David Katz - Matrix Asset Advisors | −0.23% | +15.4% 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