E. Ohman J:or Asset Management AB
Q4 2008 13F-HR Holdings
Net value change ($000)
-10,967
(-9.7%)
New positions
25
Sold out positions
13
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2008
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| AAPL | 1,814 | 158.0% |
| KO | 682 | 52.6% |
| T | 348 | 18.1% |
| VZ | 317 | 31.8% |
| PG | 286 | 11.7% |
| MCD | 239 | 21.3% |
| ORCL | 218 | 24.4% |
| PM | 200 | NEW |
| DIS | 185 | 30.6% |
| BMY | 183 | 40.5% |
Top Reduces (Value $000, Stocks/ETFs)
| ADBE | -2,099 | -54.3% |
| EBAY | -1,610 | -38.2% |
| BAC | -924 | -50.0% |
| MONSTER WORLDWIDE IN | -645 | -30.6% |
| PFE | -405 | -20.1% |
| EMC | -288 | -11.8% |
| ACTIVIDENTITY CORP | -282 | -20.8% |
| WRIGLEY WM JR CO | -254 | -100.0% |
| GE | -238 | -8.1% |
| JPM | -202 | -10.9% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|