Portfolio changes · featured 13Fs
Activity
Moves in PG across featured managers — New / Exit / Add / Reduce.
PG · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| PG | Reduce | Kahn Brothers Group | −0.01% | −5.4% sh | Q1→Q2 |
| 14 Aug 1 | |||||
| PG | Reduce | Terry Smith - Fundsmith | −0.35% | −2.9% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| PG | Reduce | Thomas Russo - Gardner Russo & Quinn | 0.00% | −29.0% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| PG | Reduce | Jensen Investment Management | +0.22% | −13.7% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| PG | Add | David Katz - Matrix Asset Advisors | +1.07% | +187.8% 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