Lester Murray Antman Dba Simply Rich Purchases in Q3 2024

Lester Murray Antman Dba Simply Rich

  • $359 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
14.8K
New
$132.24 - $158.02 $1.96M - $2.34M
14.8K $2.27M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.37K
+ 0.7%
$69.31 - $77.34 $94.8K - $106K
196K $15.1M
EEMV
Ishares Msci Emerging Markets

ETFs
1.89K
+ 0.76%
$56.77 - $63.31 $107K - $120K
251K $15.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
697
+ 0.37%
$83.76 - $91.82 $58.4K - $64K
190K $17.3M
1/100 Berkshire Htwy A Class A
200
New
N/A
200 $1.38M
NTTYY
Nippon Teleg &Tel Adr

Communication Services
50.6K
New
$23.98 - $27.39 $1.21M - $1.39M
50.6K $1.3M
UNH
Unitedhealth Group Inc

Healthcare
106
+ 0.7%
$488.01 - $604.18 $51.7K - $64K
15.3K $8.95M
HD
Home Depot, Inc.

Consumer Cyclical
218
+ 1.29%
$333.64 - $405.2 $72.7K - $88.3K
17.1K $6.92M
ABB
Abb LTD

Industrials
18.1K
New
N/A
18.1K $1.05M
Schwab Value Advantage Money Investor Shares
940K
New
N/A
940K $940K
MCD
Mcdonalds Corp

Consumer Cyclical
646
+ 6.33%
$245.82 - $304.51 $159K - $197K
10.9K $3.31M
WMT
Walmart Inc.

Consumer Defensive
1.29K
+ 2.91%
$66.91 - $81.4 $86.1K - $105K
45.5K $3.68M
Vanguard Total Stock Mkt Idx Adm
4.75K
New
N/A
4.75K $654K
Fidelity Inflation Prot Bd Index
63.7K
New
N/A
63.7K $597K
BRDCY
Bridgestone Corp. LTD Adr

Consumer Cyclical
30.8K
New
$18.51 - $20.41 $570K - $629K
30.8K $593K
Dodge & Cox Stock I
2.15K
New
N/A
2.15K $590K
AFL
Aflac Inc

Financial Services
2.21K
+ 15.66%
$88.52 - $111.8 $196K - $247K
16.3K $1.83M
ATAT
Atour Lifestyle Holdings LTD
20.8K
New
N/A
20.8K $540K
LMT
Lockheed Martin Corp

Industrials
367
+ 13.27%
$460.3 - $584.56 $169K - $215K
3.13K $1.83M
TRP
Tc Energy Corp

Energy
11.1K
New
$37.48 - $47.9 $417K - $532K
11.1K $528K
GIB
Cgi Inc

Technology
675
+ 2.3%
$99.02 - $116.4 $66.8K - $78.6K
30K $3.45M
ALIZY
Allianz Se

Financial Services
15.9K
New
$26.73 - $33.01 $426K - $526K
15.9K $522K
UL
Unilever PLC

Consumer Defensive
3.24K
+ 10.41%
$54.7 - $65.59 $177K - $213K
34.4K $2.23M
KMTUY
Komatsu LTD Adr New

Industrials
17.6K
New
$24.51 - $31.94 $431K - $562K
17.6K $488K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
5.76K
+ 4.0%
$11.56 - $15.77 $66.5K - $90.8K
150K $2.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
144
+ 2.03%
$405.19 - $478.57 $58.3K - $68.9K
7.23K $3.33M
RIO
Rio Tinto PLC

Basic Materials
5.53K
+ 125.83%
$59.71 - $71.21 $330K - $394K
9.92K $706K
ADP
Automatic Data Processing Inc

Industrials
749
+ 14.06%
$233.44 - $279.45 $175K - $209K
6.08K $1.68M
SONY
Sony Group Corp

Technology
4.24K
New
$81.61 - $98.65 $346K - $418K
4.24K $409K
IBM
International Business Machines Corp

Technology
1.02K
+ 26.62%
$175.1 - $223.38 $178K - $227K
4.83K $1.07M
QFIN
360 Digi Tech, Inc.

Financial Services
13.5K
New
$18.93 - $29.81 $256K - $403K
13.5K $403K
MSI
Motorola Solutions, Inc.

Technology
177
+ 3.56%
$385.65 - $450.49 $68.3K - $79.7K
5.14K $2.31M
RSP
Invesco S&P 500 Equal Weight E

ETFs
33
+ 0.13%
$162.83 - $179.16 $5.37K - $5.91K
26K $4.67M
DE
Deere & CO

Industrials
942
New
$344.84 - $418.0 $325K - $394K
942 $393K
Vanguard Total World Stock Index Admiral
9.24K
New
N/A
9.24K $391K
FN
Fabrinet

Technology
1.59K
New
$193.84 - $273.5 $308K - $435K
1.59K $376K
NGG
National Grid PLC

Utilities
2.89K
+ 21.66%
$57.14 - $70.48 $165K - $203K
16.2K $1.13M
BASFY
Basf Se Common Stock

Basic Materials
27.2K
New
$11.15 - $13.41 $303K - $365K
27.2K $358K
FCNCA
First Citizens Bancshares Inc

Financial Services
195
New
$1685.92 - $2128.51 $329K - $415K
195 $358K
NVS
Novartis Ag

Healthcare
1.85K
+ 12.29%
$106.13 - $120.89 $196K - $224K
16.9K $1.94M
ENB
Enbridge Inc

Energy
8.3K
New
$35.27 - $41.18 $293K - $342K
8.3K $336K
Te Connectivity PLC F
2.2K
New
N/A
2.2K $332K
RCI
Rogers Communications Inc

Communication Services
8.07K
New
$36.2 - $41.17 $292K - $332K
8.07K $324K
BNTX
Bio N Tech Se

Healthcare
2.68K
New
$78.36 - $124.66 $210K - $334K
2.68K $318K
GOLD
Barrick Gold Corp

Basic Materials
13K
+ 84.93%
$16.56 - $21.01 $215K - $273K
28.3K $562K
Fidelity Total Market Index
1.92K
New
N/A
1.92K $304K
DGX
Quest Diagnostics Inc

Healthcare
1.96K
New
$137.09 - $137.09 $269K - $269K
1.96K $304K
RELX
Relx PLC

Communication Services
3.88K
+ 5.06%
$44.1 - $48.86 $171K - $189K
80.5K $3.82M
MO
Altria Group, Inc.

Consumer Defensive
5.93K
New
$45.95 - $54.71 $272K - $324K
5.93K $302K
Activity Summary
Buys All Purchases 117 New Holdings 52 Increased Positions 65 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lester Murray Antman Dba Simply Rich Portfolio

Follow Lester Murray Antman Dba Simply Rich and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lester Murray Antman Dba Simply Rich, based on Form 13F filings with the SEC.

News

Stay updated on Lester Murray Antman Dba Simply Rich with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email