13F filing recap · Q4 2000

What did Wedgewood Partners buy in Q4 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

$182.80M

Positions

Estimated turnover

14.3%

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.

New positions

ADIAnalog Devices, Inc.$2.87Mreported value+56.0K shares RALRalston Purina Company$546.0Kreported value+20.9K shares ICIXIntermedia Communications Inc$526.0Kreported value+73.3K shares BMYBristol-Myers Squibb Company$370.0Kreported value+5.0K shares UTXRtx Corporation$354.0Kreported value+4.5K shares BPBp Plc$230.0Kreported value+4.8K shares RITRightchoice Managed Care, Inc.$209.0Kreported value+6.0K shares BDYBindley Western Industries$208.0Kreported value+5.0K shares

Increased positions

LLTCLinear Technology Corporation$13.46Mreported value+11.9K shares+4.3%HDHome Depot, Inc.$11.31Mreported value+47.9K shares+24.0%SCHWSchwab Charles Corp$11.10Mreported value+22.4K shares+6.1%INTCIntel Corp$10.55Mreported value+27.9K shares

Reduced positions

FNMAFederal National Mortgage Association$13.41Mreported value-59.5K shares-27.8%AMGNAmgen Inc.$12.92Mreported value-1.6K shares-0.8%BRK.BBerkshire Hathaway Inc$11.45Mreported value-177 shares-3.5%WFCWells Fargo & Company/mn$10.28Mreported value-15.3K shares

Exited positions

MDTMedtronic Plc$413.0Kprior reported value-8.0K shares-100.0%SOEHFStone Group Holdings Ltd$11.0Kprior reported value-20.0K shares-100.0%