13F filing recap · Q2 2002

What did Wedgewood Partners buy in Q2 2002?

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

$120.11M

Positions

Estimated turnover

21.5%

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

AHRAnthracite Capital, Inc.$606.0Kreported value+45.8K shares WLPWellpoint, Inc.$403.0Kreported value+5.2K shares MDTMedtronic Plc$332.0Kreported value+7.8K shares NCCNational City Corp$272.0Kreported value+8.2K shares

Increased positions

AMGNAmgen Inc.$8.62Mreported value+31.9K shares+18.3%AMATApplied Materials Inc /de$8.21Mreported value+212.5K shares+96.9%MSFTMicrosoft Corporation$8.05Mreported value+15.4K shares+11.7%PFEPfizer Inc.$6.86Mreported value+43.6K shares

Reduced positions

GNTXGentex Corporation$10.17Mreported value-19.2K shares-4.9%BRK.BBerkshire Hathaway Inc$9.37Mreported value-609 shares-12.7%LLTCLinear Technology Corporation$8.59Mreported value-3.7K shares-1.3%HDHome Depot, Inc.$7.82Mreported value-25.1K shares

Exited positions

CAHCardinal Health, Inc.$6.39Mprior reported value-90.2K shares-100.0%PHAPharmacia Corporation$3.76Mprior reported value-83.3K shares-100.0%CCitigroup Inc$272.0Kprior reported value-5.5K shares-100.0%