$206 Thousand is the total value of Lester Murray Antman dba SimplyRich's 145 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 29.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVO | Buy | NOVO-NORDISK A Sadr | $7,868 | +12.4% | 86,528 | +100.0% | 3.82% | +52.9% |
| RELX | Buy | RELX PLCsponsored adr | $2,549 | +2.8% | 75,652 | +2.0% | 1.24% | +39.8% |
| VIPS | Buy | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $2,317 | -3.0% | 144,768 | +0.0% | 1.12% | +32.1% |
| MCK | Buy | MCKESSON CORP | $2,170 | +1.9% | 4,992 | +0.2% | 1.05% | +38.7% |
| Buy | SHELL PLCspon ads | $1,711 | +6.7% | 26,585 | +0.1% | 0.83% | +45.1% | |
| UL | Buy | UNILEVER PLCspon adr new | $1,620 | -5.2% | 32,803 | +0.0% | 0.79% | +29.1% |
| CB | Buy | CHUBB LIMITED | $1,422 | +18.7% | 6,833 | +9.8% | 0.69% | +61.6% |
| HMC | Buy | HONDA MOTOR LTD | $1,075 | +11.2% | 31,981 | +0.1% | 0.52% | +51.0% |
| SRE | Buy | SEMPRA | $875 | -6.6% | 12,864 | +99.8% | 0.42% | +26.9% |
| WIT | Buy | WIPRO LTDspon adr 1 sh | $734 | +81.2% | 151,687 | +76.8% | 0.36% | +147.2% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $682 | +24.2% | 10,379 | +8.9% | 0.33% | +68.9% |
| EURN | Buy | EURONAV NV | $595 | +8.6% | 36,254 | +0.5% | 0.29% | +48.2% |
| TEF | Buy | TELEFONICA S Asponsored adr | $478 | +6.5% | 117,476 | +5.4% | 0.23% | +45.0% |
| Buy | LINDE PLC | $394 | +28.8% | 1,060 | +32.0% | 0.19% | +75.2% | |
| ALC | Buy | ALCON AG | $388 | -6.1% | 5,042 | +0.2% | 0.19% | +27.9% |
| PSO | New | PEARSON PLCsponsored adr | $304 | – | 28,913 | +100.0% | 0.15% | – |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $250 | – | 16,191 | +100.0% | 0.12% | – |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $239 | +14.4% | 6,060 | +14.4% | 0.12% | +54.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $233 | -12.7% | 7,201 | +0.2% | 0.11% | +18.9% |
| FSLY | New | FASTLY INCcl a | $205 | – | 10,733 | +100.0% | 0.10% | – |
| DHR | New | DANAHER CORPORATION | $205 | – | 830 | +100.0% | 0.10% | – |
| VLO | New | VALERO ENERGY CORP | $203 | – | 1,435 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-20
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.