Q1 2024 |
947 |
$292M |
+$10.8M |
-$13.1M |
-$2.35M |
MSFT, BRKB, UNH, AAPL, SYK
|
13F-HR |
5/20/2024, 03:44 PM |
Q4 2023 |
985 |
$281M |
+$14.2M |
-$9.36M |
+$4.84M |
UNH, AAPL, MSFT, BRKB, SYK
|
13F-HR |
1/24/2024, 01:12 PM |
Q3 2023 |
900 |
$253M |
+$48.6M |
-$5.32M |
+$43.3M |
UNH, AAPL, BRKB, MSFT, SYK
|
13F-HR |
11/13/2023, 01:33 PM |
Q2 2023 |
668 |
$216M |
+$6.74M |
-$5.45M |
+$1.29M |
UNH, AAPL, MSFT, BRKB, SYK
|
13F-HR |
8/14/2023, 09:40 AM |
Q1 2023 |
632 |
$204M |
+$12.5M |
-$2.18M |
+$10.3M |
UNH, AAPL, MSFT, SYK, BRKB
|
13F-HR |
5/15/2023, 09:28 AM |
Q4 2022 |
610 |
$191M |
+$8.23M |
-$2.33M |
+$5.91M |
UNH, AAPL, BRKB, MSFT, SYK
|
13F-HR |
2/15/2023, 06:58 AM |
Q3 2022 |
590 |
$174M |
+$6.24M |
-$3.59M |
+$2.65M |
UNH, AAPL, MSFT, BRKB, SYK
|
13F-HR |
11/14/2022, 08:05 AM |
Q2 2022 |
604 |
$186M |
+$11.9M |
-$3.07M |
+$8.84M |
UNH, AAPL, MSFT, BRKB, AMGN
|
13F-HR |
8/15/2022, 09:04 AM |
Q1 2022 |
588 |
$214M |
+$7.61M |
-$1.41M |
+$6.2M |
UNH, AAPL, MSFT, BRKB, SYK
|
13F-HR |
5/9/2022, 12:17 PM |
Q4 2021 |
571 |
$216M |
+$8.57M |
-$3.49M |
+$5.08M |
UNH, AAPL, MSFT, BRKB, SYK
|
13F-HR |
2/14/2022, 09:11 AM |
Q3 2021 |
579 |
$197M |
+$4.88M |
-$7.64M |
-$2.76M |
UNH, AAPL, MSFT, SYK, BRKB
|
13F-HR |
11/15/2021, 08:21 AM |
Q2 2021 |
594 |
$199M |
+$7.65M |
-$7.16M |
+$493K |
UNH, AAPL, MSFT, SYK, BRKB
|
13F-HR |
8/10/2021, 02:02 PM |
Q1 2021 |
604 |
$191M |
+$11.2M |
-$11.8M |
-$622K |
UNH, AAPL, MSFT, SYK, BRKB
|
13F-HR |
5/14/2021, 11:04 AM |
Q4 2020 |
588 |
$179M |
+$3.96M |
-$6.01M |
-$2.05M |
AAPL, UNH, MSFT, SYK, BRKB
|
13F-HR |
2/12/2021, 02:09 PM |
Q3 2020 |
582 |
$165M |
+$10.9M |
-$4.32M |
+$6.59M |
AAPL, UNH, MSFT, AMGN, SYK
|
13F-HR |
11/17/2020, 11:27 AM |
Q2 2020 |
583 |
$159M |
+$5.81M |
-$5.51M |
+$304K |
UNH, AAPL, MSFT, AMGN, SYK
|
13F-HR |
8/17/2020, 09:21 AM |
Q1 2020 |
599 |
$139M |
+$8.07M |
-$3.8M |
+$4.27M |
UNH, MSFT, BRKB, AMGN, AAPL
|
13F-HR |
5/27/2020, 11:28 AM |
Q4 2019 |
613 |
$173M |
+$6.08M |
-$5.29M |
+$785K |
UNH, SYK, BRKB, AMGN, AAPL
|
13F-HR |
2/13/2020, 01:41 PM |
Q3 2019 |
642 |
$162M |
+$6.95M |
-$7.05M |
-$101K |
SYK, UNH, BRKB, AMGN, MSFT
|
13F-HR |
11/14/2019, 01:31 PM |
Q2 2019 |
662 |
$165M |
+$7.66M |
-$5.75M |
+$1.9M |
UNH, SYK, BRKB, AMGN, MSFT
|
13F-HR |
8/14/2019, 11:06 AM |
Q1 2019 |
673 |
$162M |
+$9.24M |
-$13.5M |
-$4.26M |
UNH, SYK, BRKB, AMGN, MSFT
|
13F-HR |
5/15/2019, 02:04 PM |
Q4 2018 |
675 |
$152M |
+$10.4M |
-$10.1M |
+$333K |
UNH, BRKB, SYK, AMGN, MSFT
|
13F-HR |
2/14/2019, 01:51 PM |
Q3 2018 |
703 |
$179M |
+$10.1M |
-$9.93M |
+$161K |
UNH, BRKB, AMGN, SYK, AAPL
|
13F-HR |
11/9/2018, 09:15 AM |
Q2 2018 |
729 |
$177M |
+$13.1M |
-$5.89M |
+$7.24M |
UNH, BRKB, SYK, AMGN, AAPL
|
13F-HR |
8/15/2018, 12:25 PM |
Q1 2018 |
737 |
$167M |
+$54.3M |
-$5.5M |
+$48.8M |
BRKB, UNH, SYK, AMGN, AAPL
|
13F-HR |
5/15/2018, 07:39 PM |
Q4 2017 |
722 |
$136M |
+$17.1M |
-$6.81M |
+$10.2M |
BRKB, BK, CCC, NYCB, AAPL
|
13F-HR |
2/13/2018, 12:59 PM |
Q3 2017 |
723 |
$128M |
+$10.7M |
-$6.41M |
+$4.3M |
BRKB, BK, CCC, NYCB, RSG
|
13F-HR |
11/15/2017, 10:05 AM |
Q2 2017 |
734 |
$127M |
+$11.5M |
-$4.42M |
+$7.1M |
BRKB, BK, CCC, TEVA, NYCB
|
13F-HR |
8/15/2017, 11:12 AM |
Q1 2017 |
746 |
$122M |
+$13.1M |
-$2.49M |
+$10.6M |
BRKB, BK, CCC, TEVA, AAPL
|
13F-HR |
5/15/2017, 11:25 AM |
Q4 2016 |
738 |
$115M |
+$8.41M |
-$7.39M |
+$1.01M |
BRKB, BK, CCC, STWD, TEVA
|
13F-HR |
2/14/2017, 01:59 PM |
Q3 2016 |
749 |
$112M |
+$6.17M |
-$5.63M |
+$542K |
BRKB, BK, STWD, CCC, AAPL
|
13F-HR |
11/15/2016, 10:36 AM |
Q2 2016 |
757 |
$109M |
+$7.73M |
-$4.26M |
+$3.47M |
BRKB, BK, STWD, RSG, SE
|
13F-HR |
8/10/2016, 02:27 PM |
Q1 2016 |
773 |
$107M |
+$8.49M |
-$6M |
+$2.48M |
BRKB, BK, STWD, GEXXXX, RSG
|
13F-HR |
5/11/2016, 09:49 AM |
Q4 2015 |
814 |
$107M |
+$8.16M |
-$6.19M |
+$1.97M |
BRKB, BK, STWD, GEXXXX, BAC
|
13F-HR |
2/10/2016, 10:30 AM |
Q3 2015 |
798 |
$105M |
+$10.5M |
-$2.98M |
+$7.56M |
BRKB, BK, STWD, BAC, RSG
|
13F-HR |
11/13/2015, 08:54 AM |
Q2 2015 |
817 |
$111M |
+$8.74M |
-$7.83M |
+$907K |
BRKB, BK, STWD, BAC, MTG
|
13F-HR |
8/14/2015, 09:39 AM |
Q1 2015 |
826 |
$116M |
+$6.25M |
-$4.45M |
+$1.8M |
BRKB, STWD, BK, FBP, BAC
|
13F-HR |
5/14/2015, 10:54 AM |
Q4 2014 |
828 |
$116M |
+$17.1M |
-$6.76M |
+$10.4M |
BRKB, STWD, BK, FBP, BAC
|
13F-HR |
2/11/2015, 12:14 PM |
Q3 2014 |
857 |
$106M |
+$7.47M |
-$4.81M |
+$2.66M |
BRKB, BK, STWD, AAPL, GEXXXX
|
13F-HR |
11/12/2014, 08:46 AM |
Q2 2014 |
819 |
$111M |
+$11.7M |
-$4.96M |
+$6.78M |
BRKB, STWD, BK, GEXXXX, FBP
|
13F-HR |
8/11/2014, 03:20 PM |
Q1 2014 |
842 |
$106M |
+$9.42M |
-$5.55M |
+$3.86M |
BRKB, BK, GEXXXX, FBP, STWD
|
13F-HR |
5/8/2014, 10:28 AM |
Q4 2013 |
834 |
$105M |
|
|
|
BRKB, FBP, GEXXXX, BK, STWD
|
13F-HR |
2/7/2014, 09:47 AM |