Location
Levis, A8
Holdings as of
3/31/2018
Date filed
8/30/2024
Form type
13F-HR
Num holdings
2,150
Total value ($000)
$6,417,886
Net value change ($000)
-213,012 (-3.2%)
New positions
150
Sold out positions
134
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2017
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)
NTR 58,664 NEW
TLT 53,846 NEW
IWN 11,717 4307.7%
AMZN 10,980 30.1%
PSLV 8,782 44.9%
IBM 8,336 58.7%
HCA 6,505 170.6%
BRK-B 6,181 9.5%
NWL 5,992 1731.8%
INVSC QQQ TRUST SRS 1 ETF 5,664 16.4%
Top Reduces (Value $000, Stocks/ETFs)
POTASH CORP OF SASKATCHEWAN INC -33,268 -100.0%
IEMG -28,007 -100.0%
AGRIUM INC -21,398 -100.0%
MFC -18,055 -11.7%
BCE -16,605 -12.2%
AZO -15,767 -85.2%
WFC -12,768 -16.9%
BN -12,683 -12.8%
RY -11,214 -3.9%
BNS -10,970 -5.3%
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