13F filing recap · Q1 2010
What did Wedgewood Partners buy in Q1 2010?
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
$483.03M
Positions
21
Estimated turnover
29.8%
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
AAPLApple Inc.$42.75Mreported value+16.3K shares+9.8%BRK.BBerkshire Hathaway Inc$33.71Mreported value+407.6K shares+5682.4%GSThe Goldman Sachs Group, Inc.$31.61Mreported value+66.7K shares+56.3%MONMonsanto Company$31.29Mreported value+178.3K shares+68.6%GILDGilead Sciences, Inc.$30.68Mreported value+89.0K shares+15.2%GOOGLAlphabet Inc.$28.32Mreported value+6.9K shares+16.1%QCOMQualcomm Inc/de$26.86Mreported value+290.9K shares+83.4%CTSHCognizant Technology Solutions Corporation$26.48Mreported value+22.4K shares+4.5%PEPPepsico, Inc.$24.67Mreported value+54.5K shares+17.1%WLPWellpoint Inc$20.29Mreported value+38.4K shares+13.9%VARVarian Medical Systems, Inc.$19.25Mreported value+32.5K shares+10.3%EMCEmc Corp$18.38Mreported value+97.1K shares+10.5%PAYXPaychex, Inc.$17.61Mreported value+101.6K shares+21.5%EXPDExpeditors International of Washington, Inc.$17.43Mreported value+85.6K shares+22.1%JJacobs Solutions Inc.$17.35Mreported value+60.1K shares+18.6%ECLEcolab Inc.$17.28Mreported value+70.9K shares+22.0%WUThe Western Union Company$12.68Mreported value+162.6K shares+27.8%