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Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
SGOV —
ISHARES TR
CUSIP: 46436E718 · Held by 6 superinvestors · Combined value: $63,043,659
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Norbert Lou | 18.9% | $56,815,080 | 566,000 | - | - |
| 2 | Steven Romick | 0.1% | $4,099,218 | 40,837 | ADD | +4,265 |
| 3 | Ken Griffin | 0.0% | $1,234,674 | 12,300 | REDUCE | -55,314 |
| 4 | Polen Capital | 0.0% | $499,089 | 4,972 | - | - |
| 5 | Christopher Bloomstran | 0.0% | $355,446 | 3,541 | REDUCE | -2,024 |
| 6 | Bill Nygren | 0.0% | $40,152 | 400 | NEW BUY | +400 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | NEW BUY | +400 | New |
| Steven Romick | ADD | +4,265 | +11.7% |
| Christopher Bloomstran | REDUCE | -2,024 | -36.4% |
| Ken Griffin | REDUCE | -55,314 | -81.8% |
| FPA Queens Road | SOLD | -4,148 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Christopher Bloomstran | REDUCE | -2,563 | -31.5% |
| FPA Queens Road | REDUCE | -1,178 | -22.1% |
| Ken Griffin | REDUCE | -13,824 | -17.0% |
| Steven Romick | REDUCE | -11,551 | -24.0% |
Who Owns SGOV? Superinvestor Holdings
ISHARES TR is held by 6 tracked superinvestors, with a combined position value of $63 million . The largest positions are held by Norbert Lou (18.9% of portfolio), Steven Romick (0.1% of portfolio), Ken Griffin (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 2 reduced or exited.