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General Equity Holdings’s News Corp Class A NWSA Stock Holding History

General Equity Holdings’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,757,410
Closed -$20.8M – 13
2020
Q2 		$20.8M Sell
1,757,410
-697,100
-28% -$7.45M 13.33% 3
2020
Q1 		$22M Buy
2,454,510
+832,512
+51% +$10.5M 14.37% 1
2019
Q4 		$22.9M Buy
+1,621,998
New +$21.8M 15.38% 1
2018
Q1 		– Sell
-660,000
Closed -$10.7M – 12
2017
Q4 		$10.7M Buy
+660,000
New +$9.88M 8.15% 6

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

General Equity Holdings's NWSA Position: Q3 2020 in Review

General Equity Holdings sold out of News Corp Class A (NWSA) in Q3 2020, closing a stake of 1,757,410 shares — an estimated $20.8M sold.

General Equity Holdings first reported a position in NWSA in Q4 2017 and held it in 4 quarters. The position peaked at $22.9M in Q4 2019. 348 funds tracked by Wall St. Rank hold NWSA as of Q3 2020.

  • General Equity Holdings reported no remaining News Corp Class A position as of Q3 2020 after selling out during the quarter.
  • General Equity Holdings sold 1,757,410 News Corp Class A shares in Q3 2020, an estimated $20.8M.
  • General Equity Holdings first reported a position in News Corp Class A in Q4 2017 and held it in 4 quarters.
  • General Equity Holdings's News Corp Class A position peaked at $22.9M in Q4 2019.
  • 348 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2020.

Based on General Equity Holdings's 13F filing for Q3 2020, filed 16 Nov 2020.