$48.3 Million is the total value of Turim 21 Investimentos Ltda.'s 26 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 45.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | Sell | ALPHABET INC-CL Ccap stk cl c | $2,999,000 | -65.6% | 2,579 | -60.4% | 6.20% | +4.9% |
| MSFT | Sell | MICROSOFT CORP | $2,860,000 | -69.0% | 18,134 | -69.0% | 5.92% | -5.3% |
| AAPL | Sell | APPLE INC | $731,000 | -93.1% | 2,873 | -92.0% | 1.51% | -78.9% |
| HYG | Sell | ISHARES IBOXX HIGH YIELD CORP BOND ETFishares tr | $490,000 | -45.0% | 6,390 | -37.0% | 1.01% | +67.9% |
| EWZ | Sell | ISHARES MSCI BRAZIL CAPPED ETFmsci brazil etf | $272,000 | -99.5% | 11,564 | -99.1% | 0.56% | -98.6% |
| AMZN | Sell | AMAZON.COM, INC | $189,000 | -98.1% | 97 | -98.2% | 0.39% | -94.2% |
| EEM | Exit | ISHARES MSCI EMRG MARKET ETFmsci emg mkt etf | $0 | – | -1,207 | -100.0% | -0.04% | – |
| GLD | Exit | SPDR GOLD SHARES | $0 | – | -2,750 | -100.0% | -0.27% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -53,710 | -100.0% | -0.95% | – |
| FB | Exit | FACEBOOK INC-Acl a | $0 | – | -13,642 | -100.0% | -1.90% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -1,156,355 | -100.0% | -25.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ANHEUSER-BUSCH INBEV NV | 24 | Q3 2023 | 19.4% |
| ALPHABET INC-CL C | 24 | Q3 2023 | 16.1% |
| MICROSOFT CORP | 24 | Q3 2023 | 8.7% |
| APPLE INC | 24 | Q3 2023 | 13.7% |
| PETROLEO BRASILEIRO SA PETRO | 24 | Q3 2023 | 17.8% |
| PFIZER INC | 24 | Q3 2023 | 0.5% |
| JOHNSON & JOHNSON | 24 | Q3 2023 | 0.3% |
| TOTAL SA-SPON ADR | 24 | Q3 2023 | 0.1% |
| ISHARES MSCI BRAZIL CAPPED ETF | 22 | Q3 2023 | 60.8% |
| SPDR S&P 500 ETF TRUST | 22 | Q3 2023 | 45.7% |
View Turim 21 Investimentos Ltda.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View Turim 21 Investimentos Ltda.'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.