$199 Million is the total value of Lester Murray Antman dba SimplyRich's 149 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RBA | New | RITCHIE BROS AUCTIONEERS | $290,000 | – | 4,900 | +100.0% | 0.14% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $269,000 | – | 1,614 | +100.0% | 0.14% | – |
| VIAC | New | VIACOMCBS INCcl b | $235,000 | – | 8,400 | +100.0% | 0.12% | – |
| PSA | New | PUBLIC STORAGE | $216,000 | – | 969 | +100.0% | 0.11% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $216,000 | – | 4,200 | +100.0% | 0.11% | – |
| TEL | New | TE CONNECTIVITY LTD | $215,000 | – | 2,200 | +100.0% | 0.11% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $211,000 | – | 479 | +100.0% | 0.11% | – |
| COF | New | CAPITAL ONE FINL CORP | $211,000 | – | 2,939 | +100.0% | 0.11% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $206,000 | – | 4,201 | +100.0% | 0.10% | – |
| NTES | New | NETEASE INCsponsored ads | $205,000 | – | 451 | +100.0% | 0.10% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $204,000 | – | 1,667 | +100.0% | 0.10% | – |
| EBRB | New | CENTRAIS ELETRICAS BRASILEIRspon adr pfd b | $162,000 | – | 29,414 | +100.0% | 0.08% | – |
| ASX | New | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $72,000 | – | 17,749 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-03
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.