Portfolio Buy/Sell (reported on 2021-05-17; portfolio on 2021-03-31)

 

Company Ticker Current
Holdings
Action Sell/Buy
Amount
% of change
LIBERTY LATIN AMERICA LTD    (COM CL A) 2,630,792 New Buy New Buy
AON PLC    (SHS CL A) 4,096,146 Added1,465,354 55.70%
KROGER CO    (COM)KR 51,060,296 Added17,526,279 52.26%
MARSH & MCLENNAN COS INC    (COM)MMC 5,287,526 Added1,019,701 23.89%
VERIZON COMMUNICATIONS INC    (COM)VZ 158,824,575 Added12,108,079 8.25%
RH    (COM) 1,756,448 Added23,900 1.37%
US BANCORP DEL    (COM NEW)USB 129,687,084 Reduced1,450,914 1.10%
BRISTOL-MYERS SQUIBB CO    (COM)BMY 31,032,227 Reduced2,303,789 6.91%
GENERAL MTRS CO    (COM)GM 67,000,000 Reduced5,500,000 7.58%
ABBVIE INC    (COM)ABBV 22,868,178 Reduced2,664,904 10.43%
SIRIUS XM HLDGS INC    (COM)SIRI 43,658,800 Reduced6,341,200 12.68%
STONECO LTD    (COM CL A)STNE 10,695,448 Reduced3,471,300 24.50%
MERCK & CO. INC    (COM)MRK 17,882,388 Reduced10,815,047 37.68%
AXALTA COATING SYS LTD    (COM)AXTA 13,887,037 Reduced9,532,963 40.70%
CHEVRON CORP NEW    (COM)CVX 23,672,271 Reduced24,826,694 51.19%
LIBERTY GLOBAL PLC    (SHS CL A)LBTYA 3,359,831 Reduced14,650,169 81.34%
WELLS FARGO & CO NEW    (COM)WFC 675,054 Reduced51,748,813 98.71%
SUNCOR ENERGY INC NEW    (COM)SU 0 Sold Out13,849,207 Sold Out
SYNCHRONY FINL    (COM)SYF 0 Sold Out20,128,000 Sold Out
* Portfolios do not reflect changes after reporting

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