$101 Million is the total value of WEDGEWOOD INVESTORS INC /PA/'s 125 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWR | New | iShares Russell MC Index ETF | $293,000 | – | 1,755 | +100.0% | 0.29% | – |
| SPY | New | SPDR S&P 500 ETF | $237,000 | – | 1,155 | +100.0% | 0.24% | – |
| WBA | New | Walgreens Boots Alliance | $236,000 | – | 3,100 | +100.0% | 0.23% | – |
| KO | New | Coca Cola | $234,000 | – | 5,543 | +100.0% | 0.23% | – |
| SNH | New | Senior Housing Property Trust | $211,000 | – | 9,540 | +100.0% | 0.21% | – |
| ED | New | Consolidated Edison | $205,000 | – | 3,100 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ERIE INDEMNITY CO | 44 | Q2 2024 | 19.2% |
| MICROSOFT CORP | 44 | Q2 2024 | 6.9% |
| UNION PACIFIC CORP | 44 | Q2 2024 | 4.5% |
| iShares S&P 500 ETF | 44 | Q2 2024 | 3.2% |
| Philip Morris Int'l | 44 | Q2 2024 | 2.8% |
| JOHNSON & JOHNSON | 44 | Q2 2024 | 2.8% |
| ALTRIA GROUP INC | 44 | Q2 2024 | 3.0% |
| EXXON MOBILE CORP | 44 | Q2 2024 | 3.1% |
| WABTEC CORP | 44 | Q2 2024 | 2.8% |
| PROCTOR & GAMBLE CO | 44 | Q2 2024 | 2.5% |
View WEDGEWOOD INVESTORS INC /PA/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-28 |
View WEDGEWOOD INVESTORS INC /PA/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.