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Holding9 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Banks - Diversified Financial Services | $29.9M 23.66% | — | 0.003% 94.9K shares | — | — | $867.35B Mega Cap | Q2 2018 Held for 7y 5m | |
Insurance - Property & Casualty Financial Services | $28.7M 22.68% | — | 0.02% 116.2K shares | — | — | $144.81B Large Cap | Q1 2020 Held for 5y 8m | |
Financial - Capital Markets Financial Services | $19.0M 14.98% | — | 0.011% 198.5K shares | — | — | $173.30B Large Cap | Q4 2016 Held for 8y 11m | |
Specialty Retail Consumer Cyclical | $14.3M 11.31% | — | 0.058% 26.2K shares | — | — | $24.5B Large Cap | Q2 2024 Held for 1y 5m | |
Home Improvement Consumer Cyclical | $12.6M 9.93% | — | 0.009% 50.0K shares | — | — | $140.94B Large Cap | Q2 2022 Held for 3y 5m | |
Auto - Dealerships Consumer Cyclical | $11.1M 8.78% | — | 0.169% 247.5K shares | — | — | $6.6B Mid Cap | Q1 2018 Held for 7y 8m | |
Information Technology Services Technology | $11.0M 8.66% | +$11.0M New | 0.016% 85.0K shares | 0 → 85.0K +$11.0M | New | $70.1B Large Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | - — | -$4.4M Sold | — - shares | 6.0 → 0 −$4.4M | Sold | $1.06T Mega Cap | Q4 2019 Held for 5y 11m | |
Agricultural - Machinery Industrials | - — | -$2.5M Sold | — - shares | 5.0K → 0 −$2.5M | Sold | $139.23B Large Cap | Q4 2023 Held for 1y 11m |
