Lester Murray Antman Dba Simply Rich Incresed Positions in Q3 2024

Lester Murray Antman Dba Simply Rich

  • $359 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
INFY
Infosys LTD

Technology
26.6K
+ 76.46%
$18.76 - $23.28 $499K - $619K
61.4K $1.37M
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
AFL
Aflac Inc

Financial Services
2.21K
+ 15.66%
$88.52 - $111.8 $196K - $247K
16.3K $1.83M
LMT
Lockheed Martin Corp

Industrials
367
+ 13.27%
$460.3 - $584.56 $169K - $215K
3.13K $1.83M
UL
Unilever PLC

Consumer Defensive
3.24K
+ 10.41%
$54.7 - $65.59 $177K - $213K
34.4K $2.23M
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
IBM
International Business Machines Corp

Technology
1.02K
+ 26.62%
$175.1 - $223.38 $178K - $227K
4.83K $1.07M
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
NGG
National Grid PLC

Utilities
2.89K
+ 21.66%
$57.14 - $70.48 $165K - $203K
16.2K $1.13M
NVS
Novartis Ag

Healthcare
1.85K
+ 12.29%
$106.13 - $120.89 $196K - $224K
16.9K $1.94M
GOLD
Barrick Gold Corp

Basic Materials
13K
+ 84.93%
$16.56 - $21.01 $215K - $273K
28.3K $562K
RELX
Relx PLC

Communication Services
3.88K
+ 5.06%
$44.1 - $48.86 $171K - $189K
80.5K $3.82M
HLN
Haleon PLC

Healthcare
17.6K
+ 38.67%
$8.32 - $10.7 $146K - $188K
63.1K $667K
CSCO
Cisco Systems, Inc.

Technology
1.92K
+ 5.89%
$44.74 - $53.22 $85.9K - $102K
34.5K $1.84M
CME
Cme Group Inc.

Financial Services
399
+ 5.2%
$193.43 - $220.62 $77.2K - $88K
8.07K $1.78M
COST
Costco Wholesale Corp

Consumer Defensive
222
+ 11.83%
$801.83 - $917.05 $178K - $204K
2.1K $1.86M
TXN
Texas Instruments Inc

Technology
1.17K
+ 89.83%
$194.6 - $194.6 $227K - $227K
2.46K $508K
SCCO
Southern Copper Corp

Basic Materials
95
+ 0.34%
$94.1 - $120.43 $8.94K - $11.4K
28K $3.24M
Linde PLC F
339
+ 18.82%
N/A
2.14K $1.02M
HSBC
Hsbc Holdings PLC

Financial Services
4.8K
+ 71.35%
$40.42 - $45.91 $194K - $220K
11.5K $520K
SLF
Sun Life Financial Inc

Financial Services
3.19K
+ 71.19%
$47.07 - $58.09 $150K - $185K
7.66K $444K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.22K
+ 8.27%
$64.35 - $75.71 $78.4K - $92.2K
15.9K $1.17M
RE
Everest Re Group LTD

Financial Services
505
+ 64.09%
N/A
1.29K $506K
FMX
Mexican Economic Development Inc

Consumer Defensive
2.26K
+ 108.09%
$98.71 - $118.83 $223K - $268K
4.35K $428K
UPS
United Parcel Service Inc

Industrials
1.45K
+ 89.96%
$123.32 - $147.38 $179K - $214K
3.07K $418K
CHT
Chunghwa Telecom CO LTD

Communication Services
4.64K
+ 49.02%
$36.12 - $40.59 $167K - $188K
14.1K $559K
ADM
Archer Daniels Midland CO

Consumer Defensive
2.99K
+ 59.13%
$57.96 - $65.72 $173K - $196K
8.04K $480K
SRE
Sempra Energy

Utilities
962
+ 7.66%
$74.97 - $84.04 $72.1K - $80.8K
13.5K $1.13M
AMCR
Amcor PLC

Consumer Cyclical
7.38K
+ 12.75%
$9.5 - $11.44 $70.1K - $84.5K
65.3K $740K
DEO
Diageo PLC

Consumer Defensive
943
+ 32.52%
$120.02 - $140.77 $113K - $133K
3.84K $539K
TTE
Total Energies Se

Energy
2.78K
+ 25.41%
$68.61 - $68.61 $191K - $191K
13.7K $886K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2
+ 0.01%
$104.5 - $114.97 $209 - $230
15K $1.72M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
313
+ 5.37%
$210.25 - $231.86 $65.8K - $72.6K
6.14K $1.37M
ALC
Alcon Inc

Healthcare
731
+ 14.21%
$88.07 - $100.79 $64.4K - $73.7K
5.87K $587K
KEYS
Keysight Technologies, Inc.

Technology
549
+ 32.29%
$119.86 - $158.87 $65.8K - $87.2K
2.25K $357K
GRMN
Garmin LTD

Technology
345
+ 7.03%
$161.1 - $183.29 $55.6K - $63.2K
5.25K $924K
PSO
Pearson PLC

Communication Services
4.98K
+ 15.44%
$12.39 - $14.05 $61.7K - $69.9K
37.2K $505K
CVS
Cvs Health Corp

Healthcare
969
+ 9.66%
$55.81 - $63.18 $54.1K - $61.2K
11K $691K
WIT
Wipro LTD

Technology
5.95K
+ 3.8%
$5.66 - $6.89 $33.7K - $41K
163K $1.05M
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
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