$286 Million is the total value of Lester Murray Antman dba SimplyRich's 170 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | SHELL PLC ADR SPONSOREDadr sponsored | $453,000 | – | 8,255 | +100.0% | 0.16% | – | |
SNP | New | CHINA PETROLEUM & CHEMICAL COR ADR SPONSOREDadr sponsored | $316,000 | – | 6,391 | +100.0% | 0.11% | – |
VIPS | New | VIPSHOP HLDGS LTD ADRadr | $290,000 | – | 32,251 | +100.0% | 0.10% | – |
ENB | New | ENBRIDGE INC COM | $220,000 | – | 4,780 | +100.0% | 0.08% | – |
UGP | New | ULTRAPAR PARTICIPACOES SA ADR SPONSOREDadr sponsored | $214,000 | – | 70,743 | +100.0% | 0.08% | – |
CAH | New | CARDINAL HEALTH INC COM | $209,000 | – | 3,700 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-04
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.