$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 107.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BLVT | Exit | Bulova Tech Group Inc | $0 | – | -1,010,000 | -100.0% | 0.00% | – |
| FTR | Exit | Frontier Communications | $0 | – | -39,927 | -100.0% | -0.09% | – |
| Exit | Meridian Growth Fundmf | $0 | – | -4,279 | -100.0% | -0.11% | – | |
| AAMC | Exit | Altisource Asset Mgmt Corp | $0 | – | -300 | -100.0% | -0.11% | – |
| Exit | Perkins MC Value Fdmf | $0 | – | -8,926 | -100.0% | -0.12% | – | |
| Exit | Neuberger Berman Genesis Fdmf | $0 | – | -3,789 | -100.0% | -0.13% | – | |
| Exit | Aberdeen Select Intl Fundmf | $0 | – | -8,407 | -100.0% | -0.13% | – | |
| WAG | Exit | Walgreen Co. | $0 | – | -4,400 | -100.0% | -0.13% | – |
| Exit | Royce Premier SC Fdmf | $0 | – | -10,543 | -100.0% | -0.13% | – | |
| DG | Exit | Dollar General | $0 | – | -4,500 | -100.0% | -0.14% | – |
| VOD | Exit | Vodafone Group PLC ADR New | $0 | – | -7,756 | -100.0% | -0.15% | – |
| Exit | Pimco Commodity Rr Strategy Fdmf | $0 | – | -62,449 | -100.0% | -0.18% | – | |
| SHY | Exit | iShares Barclays 1-3 Yr Trs Bd Fd | $0 | – | -7,184 | -100.0% | -0.34% | – |
| VXZ | Exit | Barclays PLC iPath S&P 500 VIX | $0 | – | -37,750 | -100.0% | -0.34% | – |
| Exit | Pimco TTL Ret Inst'l Fdmf | $0 | – | -299,647 | -100.0% | -1.79% | – |
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 | 42 | Q3 2023 | 19.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.3% |
| UNION PACIFIC CORP | 42 | Q3 2023 | 4.5% |
| iShares S&P 500 ETF | 42 | Q3 2023 | 3.2% |
| Philip Morris Int'l | 42 | Q3 2023 | 2.8% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.8% |
| ALTRIA GROUP INC | 42 | Q3 2023 | 3.0% |
| EXXON MOBILE CORP | 42 | Q3 2023 | 3.1% |
| WABTEC CORP | 42 | Q3 2023 | 2.8% |
| PROCTOR & GAMBLE CO | 42 | Q3 2023 | 2.5% |
View WEDGEWOOD INVESTORS INC /PA/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2021-10-25 |
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.