$182 Million is the total value of Lester Murray Antman dba SimplyRich's 138 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EBR | Exit | CENTRAIS ELETRICAS BRASILEIRsponsored adr | $0 | – | -12,793 | -100.0% | -0.04% | – |
| ASX | Exit | ADVANCED SEMICONDUCTOR ENGRsponsored adr | $0 | – | -17,749 | -100.0% | -0.05% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -3,999 | -100.0% | -0.28% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -5,523 | -100.0% | -0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-06
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.