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Needelman Asset Management Inc Historical SEC 13F Holdings & Archive (Q3 2018)
Needelman Asset Management IncCIK: 0000783827
High-turnover trader
Total reported value
—
Reporting period: 2018-09-30 · Number of holdings: 1
NEEDELMAN ASSET MANAGEMENT INC disclosed 1 holdings in its latest 13F filing for the period ending 2018-09-30, with total reported value of — and a quarterly turnover rate of 100.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 100
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out WFC
Sold out RIO
Sold out MSFT
Sold out IBM
Sold out T
Sold out GILD
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology Inc | Stock-Other | — | — | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2018 Q3 | 1 | — | 100 | ||
| 2018 Q2 | 34 | $46.0M | 6 | ||
| 2018 Q1 | 34 | $46.4M | 30 | ||
| 2017 Q4 | 36 | $40.0M | 12 | ||
| 2017 Q3 | 38 | $40.7M | 10 | ||
| 2017 Q2 | 37 | $38.8M | 10 | ||
| 2017 Q1 | 37 | $37.4M | 7 | ||
| 2016 Q4 | 37 | $36.1M | 15 | ||
| 2016 Q3 | 36 | $33.3M | 10 | ||
| 2016 Q2 | 37 | $35.0M | 6 | ||
| 2016 Q1 | 37 | $34.2M | 16 | ||
| 2015 Q4 | 36 | $32.9M | 11 | ||
| 2015 Q3 | 37 | $30.4M | 18 | ||
| 2015 Q2 | 37 | $31.6M | 8 | ||
| 2015 Q1 | 37 | $32.9M | 8 | ||
| 2014 Q4 | 37 | $32.6M | 14 | ||
| 2014 Q3 | 37 | $31.2M | 6 | ||
| 2014 Q2 | 38 | $31.6M | 6 | ||
| 2014 Q1 | 38 | $30.8M | 6 | ||
| 2013 Q4 | 37 | $30.3M | 19 | ||
| 2013 Q3 | 37 | $27.9M | 13 | ||
| 2013 Q2 | 38 | $27.4M | 0 |
Holding changes this quarter
Needelman Asset Management Inc's most significant position changes for 2018-09-30: Sold out: Wells Fargo & Co (WFC); Sold out: Rio Tinto Plc-spon Adr (RIO); Sold out: Microsoft CORP (MSFT); Sold out: Intl Business Machines CORP (IBM); Sold out: At&t Inc (T).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 2 | RIO | Rio Tinto Plc-spon Adr | — | EXIT | Sold out |
| 3 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 4 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 5 | T | At&t Inc | — | EXIT | Sold out |
| 6 | GILD | Gilead Sciences Inc | — | EXIT | Sold out |
| 7 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 8 | INTC | Intel CORP | — | EXIT | Sold out |
| 9 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 10 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 11 | ELV | Elevance Health Inc | — | EXIT | Sold out |
| 12 | FLR | Fluor CORP | — | EXIT | Sold out |
| 13 | MKL | Markel Group Inc | — | EXIT | Sold out |
| 14 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 16 | NSRGY | Nestle Sa-spons Adr | — | EXIT | Sold out |
| 17 | DEO | Diageo Plc-sponsored Adr | — | EXIT | Sold out |
| 18 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 19 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 20 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 21 | CVX | Chevron CORP | — | EXIT | Sold out |
| 22 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 23 | EMR | Emerson Electric Co | — | EXIT | Sold out |
| 24 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 25 | AAPL | Apple Inc | — | EXIT | Sold out |
| 26 | AON | Aon plc | — | EXIT | Sold out |
| 27 | CB | Chubb Limited | — | EXIT | Sold out |
| 28 | VYX | Ncr Voyix CORP | — | EXIT | Sold out |
| 29 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 30 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 31 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 32 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 33 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 34 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
| 35 | ✓ | Ikena Oncology Inc | — | — | Unchanged |
Filing History
FAQ
What is Needelman Asset Management Inc and what type of investor is it?
Needelman Asset Management Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2018-09-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.
What are Needelman Asset Management Inc's largest equity positions?
Based on the latest 13F filing, Needelman Asset Management Inc's top holdings by market value are:
1. Ikena Oncology Inc — $0.0
What changes did Needelman Asset Management Inc make in its most recent portfolio filing?
In the latest quarter, Needelman Asset Management Inc took a more defensive posture — trimming 0 positions and completely exiting 34 holdings. The largest of these moves: Sold out: Wells Fargo & Co (WFC); Sold out: Rio Tinto Plc-spon Adr (RIO); Sold out: Microsoft CORP (MSFT); Sold out: Intl Business Machines CORP (IBM); Sold out: At&t Inc (T)
What sectors does Needelman Asset Management Inc focus on?
Sector breakdown data is not yet available for Needelman Asset Management Inc. Check back after the next 13F processing cycle.
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Needelman Asset Management Inc's portfolio is broadly diversified and fast-trading.
Its turnover score has risen from 10 to 100 over the past 4 quarters — a shift toward more active trading.
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Developer Access
Access Needelman Asset Management Inc's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/needelman-asset-management-incCLI
npx alphasmo institutions get needelman-asset-management-inc