$301 Million is the total value of Lester Murray Antman dba SimplyRich's 171 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNP | Exit | CHINA PETROLEUM & CHEMICAL COR ADR SPONSOREDadr sponsored | $0 | – | -4,212 | -100.0% | -0.08% | – |
| PKX | Exit | POSCO ADR SPONSOREDadr sponsored | $0 | – | -2,988 | -100.0% | -0.08% | – |
| SCHO | Exit | SCHWAB STRATEGIC TR SHT TM US TRES ETFsht tm us tres etf | $0 | – | -4,200 | -100.0% | -0.08% | – |
| MAN | Exit | MANPOWERGROUP INC COM | $0 | – | -2,000 | -100.0% | -0.08% | – |
| PHG | Exit | KONINKLIJKE PHILIPS NV ADR SPONSOREDadr sponsored | $0 | – | -5,005 | -100.0% | -0.08% | – |
| DELL | Exit | DELL TECHNOLOGIES INC COM CL C | $0 | – | -2,239 | -100.0% | -0.08% | – |
| VIAC | Exit | VIACOMCBS INC COM CL B | $0 | – | -6,600 | -100.0% | -0.10% | – |
| SNN | Exit | SMITH & NEPHEW ADR SPONSOREDadr sponsored | $0 | – | -31,397 | -100.0% | -0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-07
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.