Sanders Capital, LLC

Q1 2017 13F-HR/A Holdings

Location
West Palm Beach, FL
Holdings as of
3/31/2017
Date filed
9/7/2022
Form type
13F-HR/A - RESTATEMENT
Num holdings
40
Total value ($000)
$15,078,101
Net value change ($000)
+1,023,188 (7.3%)
New positions
1
Sold out positions
3
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2016
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)
GOOGL 343,831 50.9%
AAPL 260,711 28.4%
PEP 254,277 NEW
CTRA 182,448 40.7%
TSM 172,620 19.7%
DHI 165,151 28.1%
SPY 131,385 514.1%
MRK 91,468 13.8%
LEN 87,087 23.5%
MSFT 79,653 11.0%
Top Reduces (Value $000, Stocks/ETFs)
C -257,520 -26.5%
JPM -179,853 -24.4%
BAC -145,671 -17.2%
GS -134,299 -66.8%
RRC -103,001 -19.9%
MET -79,067 -100.0%
20230930-DK-Butterfly-1, Inc. -69,651 -100.0%
LNC -49,214 -100.0%
THE CIGNA GROUP -39,745 -7.0%
FITB -10,594 -2.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type