13F filing recap · Q1 2013
What did Wedgewood Partners buy in Q1 2013?
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
$2.92B
Positions
22
Estimated turnover
27.7%
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.$282.43Mreported value+236.5K shares+58.9%BRK.BBerkshire Hathaway Inc$202.79Mreported value+55.1K shares+2.9%QCOMQualcomm Inc/de$199.58Mreported value+814.2K shares+37.6%GOOGLAlphabet Inc.$179.91Mreported value+43.2K shares+23.5%ESRXExpress Scripts Holding Co.$167.71Mreported value+799.2K shares+37.9%CTSHCognizant Technology Solutions Corporation$142.06Mreported value+346.5K shares+23.0%VARVarian Medical Systems, Inc.$131.51Mreported value+346.8K shares+23.4%VVisa Inc.$118.55Mreported value+151.3K shares+27.7%EMCEmc Corp$117.24Mreported value+1.99M shares+68.3%VRSKVerisk Analytics, Inc.$116.46Mreported value+429.1K shares+29.4%SRCLStericycle, Inc.$116.26Mreported value+394.7K shares+56.4%COHCoach Inc$114.02Mreported value+692.8K shares+43.6%GILDGilead Sciences, Inc.$110.21Mreported value+1.09M shares+93.9%SLBSlb Limited/nv$105.32Mreported value+315.1K shares+28.9%EXPDExpeditors International of Washington, Inc.$101.75Mreported value+824.9K shares+40.7%PRGOPerrigo Company Plc$97.67Mreported value+236.2K shares+40.3%BKNGBooking Holdings Inc$92.52Mreported value+29.7K shares+28.4%NOVNov Inc.$86.35Mreported value+405.1K shares+49.7%MNSTMonster Beverage Corp$85.78Mreported value+681.9K shares+61.2%