13F filing recap · Q2 2000
What did Wedgewood Partners buy in Q2 2000?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Wedgewood account, including accounts that belong to no fund below.
Stock value
$225.65M
Positions
30
Estimated turnover
26.1%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
WCOMMci Worldcom, Inc.$18.19Mreported value+122.2K shares+44.5%LLTCLinear Technology Corporation$17.70Mreported value+8.0K shares+3.0%AMATApplied Materials Inc /de$15.63Mreported value+6.2K shares+3.7%AMGNAmgen Inc.$14.09Mreported value+12.3K shares+6.6%SCHWSchwab Charles Corp$12.23Mreported value+142.7K shares+64.5%LULucent Technologies Inc$12.02Mreported value+15.0K shares+8.0%NXTLNextel Communications, Inc.$11.27Mreported value+106.2K shares+136.0%FNMAFederal National Mortgage Association$10.78Mreported value+17.8K shares+9.4%GNTXGentex Corporation$9.71Mreported value+47.2K shares+13.9%HDHome Depot, Inc.$9.60Mreported value+78.5K shares+69.1%BRK.BBerkshire Hathaway Inc$9.00Mreported value+358 shares+7.5%HOGHarley-Davidson, Inc.$8.80Mreported value+137.5K shares+151.1%CCOClear Channel Communications, Inc.$8.79Mreported value+21.7K shares+22.6%WFCWells Fargo & Company/mn$7.92Mreported value+5.0K shares+2.5%PTCPtc Inc$5.69Mreported value+160.2K shares+44.8%MSFTMicrosoft Corporation$5.36Mreported value+52.9K shares+375.0%FITBFifth Third Bancorp$4.71Mreported value+29.0K shares+63.8%CDXCatellus Development Corporation$4.19Mreported value+8.0K shares+2.9%PFEPfizer Inc.$3.44Mreported value+3.6K shares+5.3%GEGeneral Electric Company$1.19Mreported value+16.6K shares+286.2%PAPimco Advisors Holdings LP$421.0Kreported value+3.3K shares+43.0%12613G207Cnb Capital Trust I$328.0Kreported value+3.0K shares+40.0%