Portfolio changes · featured 13Fs
Activity
Moves in WM across featured managers — New / Exit / Add / Reduce.
WM · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| WM | Add | Mairs & Power | +0.27% | +48.4% sh | Q1→Q2 |
| WM | Reduce | Gates Foundation Trust | −2.76% | −3.3% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| WM | Reduce | Jensen Investment Management | +0.46% | −3.1% 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