$568 Million is the total value of Buckingham Capital Management, Inc.'s 121 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BMYRT | Exit | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | -14,595 | -100.0% | -0.01% | – |
HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -12,101 | -100.0% | -0.02% | – |
VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -5,149 | -100.0% | -0.08% | – |
UN | Exit | UNILEVER N V | $0 | – | -9,019 | -100.0% | -0.11% | – |
PAYX | Exit | PAYCHEX INC | $0 | – | -7,555 | -100.0% | -0.12% | – |
BA | Exit | BOEING CO | $0 | – | -3,813 | -100.0% | -0.12% | – |
SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -1,223,311 | -100.0% | -4.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 42 | Q3 2023 | 4.5% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 5.5% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 4.0% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 7.1% |
MICROSOFT CORP | 42 | Q3 2023 | 3.6% |
BLACKROCK INC | 42 | Q3 2023 | 2.1% |
JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.1% |
VISA INC | 42 | Q3 2023 | 2.0% |
DISNEY WALT CO | 42 | Q3 2023 | 2.0% |
TAIWAN SEMICONDUCTOR MFG LTD | 42 | Q3 2023 | 2.7% |
View Buckingham Capital Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-02-07 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-24 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-07 |
View Buckingham Capital Management, Inc.'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.