13F filing recap · Q1 2019

What did Wedgewood Partners buy in Q1 2019?

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

$1.37B

Positions

Estimated turnover

33.7%

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.

New positions

SBUXStarbucks Corporation$52.90Mreported value+711.7K shares

Increased positions

CHRWC.h. Robinson Worldwide, Inc.$57.22Mreported value+37.0K shares+6.0%

Reduced positions

EWEdwards Lifesciences Corporation$126.43Mreported value-160.3K shares-19.5%AAPLApple Inc.$122.65Mreported value-154.0K shares-19.3%BRK.BBerkshire Hathaway Inc$117.92Mreported value-153.6K shares-20.7%VVisa Inc.$108.39Mreported value-189.3K shares