$199 Million is the total value of Lester Murray Antman dba SimplyRich's 155 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | Apple Inc | $8,287,000 | +32.4% | 28,428 | -0.6% | 4.16% | +21.8% |
| GOOG | Sell | Alphabet Incclass c | $7,599,000 | +8.7% | 5,687 | -0.3% | 3.82% | +0.1% |
| V | Sell | VISA INC | $4,518,000 | +6.0% | 24,052 | -1.8% | 2.27% | -2.5% |
| RSP | Sell | RYDEX ETF TRUSTgug s&p500 eq wt | $3,318,000 | +7.0% | 28,782 | -0.2% | 1.67% | -1.6% |
| NVO | Sell | NOVO-NORDISK A Sadr | $2,486,000 | +11.7% | 43,068 | -0.1% | 1.25% | +2.8% |
| AMGN | Sell | AMGEN INC | $2,303,000 | +22.9% | 9,586 | -0.3% | 1.16% | +13.0% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $2,017,000 | -1.6% | 21,893 | -0.6% | 1.01% | -9.5% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,767,000 | +9.9% | 8,387 | -0.2% | 0.89% | +1.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,608,000 | +8.4% | 7,123 | -0.3% | 0.81% | -0.2% |
| NTTYY | Sell | Nippon Telegraph & Telephone Corpadr | $1,355,000 | +5.6% | 26,623 | -0.1% | 0.68% | -2.9% |
| UL | Sell | UNILEVER PLCspon adr new | $1,056,000 | -6.6% | 18,437 | -1.4% | 0.53% | -14.1% |
| MMM | Sell | 3M CO | $858,000 | +6.3% | 4,880 | -0.5% | 0.43% | -2.3% |
| T | Sell | AT&T INC | $842,000 | +4.2% | 21,568 | -0.1% | 0.42% | -4.1% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $645,000 | +11.8% | 9,109 | -0.1% | 0.32% | +2.9% |
| DRW | Sell | WISDOMTREE TRglb ex us rl est | $623,000 | +4.4% | 19,984 | -2.6% | 0.31% | -4.0% |
| DGS | Sell | WISDOMTREE TRemg mkts smcap | $619,000 | +7.5% | 13,030 | -0.3% | 0.31% | -1.3% |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $550,000 | +14.1% | 8,783 | -1.6% | 0.28% | +4.9% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $379,000 | -21.7% | 4,480 | -21.5% | 0.19% | -28.0% |
| CHL | Sell | CHINA MOBILE LIMITEDsponsored adr | $316,000 | -46.0% | 7,494 | -47.8% | 0.16% | -50.3% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $267,000 | +6.4% | 1,667 | -0.4% | 0.13% | -2.2% |
| SNP | Sell | CHINA PETE & CHEM CORP | $208,000 | -57.6% | 3,481 | -58.6% | 0.10% | -60.8% |
| ASX | Exit | ASE TECHNOLOGY HOLDING CO LTsponsored ads | $0 | – | -17,749 | -100.0% | -0.04% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -910 | -100.0% | -0.12% | – |
| GIL | Exit | GILDAN ACTIVEWEAR INC | $0 | – | -6,782 | -100.0% | -0.13% | – |
| EXPE | Exit | EXPEDIA INC DEL | $0 | – | -1,992 | -100.0% | -0.14% | – |
| CBS | Exit | CBS CORP NEWcl b | $0 | – | -10,100 | -100.0% | -0.22% | – |
| CHA | Exit | CHINA TELECOM CORP LTD | $0 | – | -11,304 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 24 | Q3 2023 | 9.2% |
| UNITEDHEALTH GROUP INC COM | 24 | Q3 2023 | 3.7% |
| MICROSOFT CORP COM | 24 | Q3 2023 | 4.0% |
| VISA INC COM CL A | 24 | Q3 2023 | 3.1% |
| HOME DEPOT INC COM | 24 | Q3 2023 | 2.7% |
| NOVO NORDISK A/S ADR SPONSORED | 24 | Q3 2023 | 3.8% |
| LAUDER ESTEE COS INC | 24 | Q3 2023 | 2.1% |
| NIKE INC COM CL B | 24 | Q3 2023 | 1.9% |
| TAIWAN SEMICONDUCTOR MFG LTD | 24 | Q3 2023 | 1.9% |
| PAYPAL HOLDINGS INC COM | 24 | Q3 2023 | 2.5% |
View Lester Murray Antman dba SimplyRich's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-07 |
View Lester Murray Antman dba SimplyRich'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.