Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $359 Million
  • Q3 2024

Lester Murray Antman Dba Simply Rich has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $359 Million distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.6M, Ishares Msci Usa Min Vol Facto with a value of $17.3M, Alphabet Inc. with a value of $16.7M, Ishares Msci Emerging Markets with a value of $15.7M, and Ishares Msci Eafe Min Vol Fact with a value of $15.1M.

Examining the 13F form we can see an increase of $42.7M in the current position value, from $316M to 359M.

Below you can find more details about Lester Murray Antman Dba Simply Rich portfolio as well as his latest detailed transactions.

Portfolio value $359 Million
Technology: $70.6 Million
ETFs: $68.5 Million
Healthcare: $41.7 Million
Communication Services: $40.7 Million
Consumer Cyclical: $33.4 Million
Financial Services: $31.7 Million
Industrials: $22.4 Million
Consumer Defensive: $17.9 Million
Other: $18.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.3B
$252,000 0.07% of portfolio
1,174
Q2 2024 Reduced 0.17%
$171B
$256,000 0.07% of portfolio
922
Q2 2024 Added 4.89%
$27.9B
$256,000 0.07% of portfolio
4,201
Q2 2024 New
$307B
$269,000 0.07% of portfolio
1,832
Q1 2024 New
$13B
$267,000 0.07% of portfolio
17,407
Q1 2024 Reduced 0.11%
$85.8B
$264,000 0.07% of portfolio
1,089
Q4 2023 New
$10.2B
$264,000 0.07% of portfolio
324
Q2 2023 New
Dodge & Cox Global Stock I
-
$259,000 0.07% of portfolio
-
Q3 2024 New
$1.98B
$259,000 0.07% of portfolio
41,959
Q3 2024 New
$23.2B
$202,000 0.06% of portfolio
6,195
Q3 2024 New
$45B
$203,000 0.06% of portfolio
761
Q3 2024 Added 1.33%
$10.8B
$205,000 0.06% of portfolio
13,203
Q3 2024 New
$22.9B
$208,000 0.06% of portfolio
1,049
Q3 2024 New
$8.06B
$209,000 0.06% of portfolio
6,292
Q3 2024 Reduced 12.65%
$63.4B
$213,000 0.06% of portfolio
2,286
Q3 2024 Reduced 29.25%
Siriusxm Hldgs Inc
-
$214,000 0.06% of portfolio
-
Q3 2024 New
$69.9B
$217,000 0.06% of portfolio
730
Q3 2024 New
$19.8B
$229,000 0.06% of portfolio
1,743
Q3 2024 Reduced 14.31%
$206B
$231,000 0.06% of portfolio
55
Q2 2024 New
$18.9B
$200,000 0.06% of portfolio
693
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $359 Million
  • Prior Value $316 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 52 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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