13F filing recap · Q1 2009
What did Wedgewood Partners buy in Q1 2009?
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
$264.33M
Positions
22
Estimated turnover
16.3%
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.
Increased positions
BRK.BBerkshire Hathaway Inc$25.54Mreported value+1.0K shares+12.7%WUThe Western Union Company$16.30Mreported value+609.2K shares+94.1%MONMonsanto Company$15.56Mreported value+3.1K shares+1.7%ESRXExpress Scripts Holding Co.$13.63Mreported value+1.3K shares+0.5%EMCEmc Corp$10.94Mreported value+19.7K shares+2.1%ECLEcolab Inc.$10.40Mreported value+7.2K shares+2.5%AMGNAmgen Inc.$9.84Mreported value+246.1K shares+51.7%NOVNov Inc.$9.35Mreported value+5.8K shares+1.8%GILDGilead Sciences, Inc.$8.61Mreported value+118.5K shares+175.6%NTRSNorthern Trust Corp$7.77Mreported value+5.9K shares+4.8%VVisa Inc.$7.68Mreported value+15.6K shares+12.7%VARVarian Medical Systems, Inc.$7.47Mreported value+33.5K shares+15.8%