CIK: 0001511881
申告総資産額
$15.0億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | 株式-金融 | 28.49% | -12.01% | EXIT | |
| 2 | SCHW | Schwab (charles) CORP | 株式-金融 | 24.24% | — | +7.51% | |
| 3 | BAC | Bank Of America CORP | 株式-金融 | 20.38% | — | +12.18% | |
| 4 | VMC | Vulcan Materials Co | 株式-素材 | 12.36% | — | -31.24% | |
| 5 | SPGI | S&p Global INC | 株式-金融 | 11.28% | — | — | |
| 6 | BAC | Bank of America Corporation | 株式-金融 | 1.87% | — | +3.72% | |
| 7 | 7SU | Summit Materials INC -cl A | 株式-その他 | 1.39% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +3.9% | +12.18% | 増加 |
| 2 | SCHW | Schwab (charles) CORP | +2% | +7.51% | 増加 |
| 3 | WFC | Wells Fargo & Co | +0.4% | -7.58% | 減少 |
| 4 | 7SU | Summit Materials INC -cl A | +0.2% | — | 変化なし |
| 5 | BAC | Bank of America Corporation | +0.1% | +3.72% | 増加 |
| 6 | VMC | Vulcan Materials Co | -1.7% | -31.24% | 減少 |
| 7 | SPGI | S&p Global INC | — | NEW | 新規購入 |
| 8 | ✓ | — | EXIT | 全売却 | |
| 9 | MHK | Mohawk Industries INC | — | EXIT | 全売却 |