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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘19
EVR icon
301
Evercore
EVR
$11.7B
17 136 119 278%
GL icon
302
Globe Life
GL
$14.1B
17 164 147 89.1%
HUBB icon
303
Hubbell
HUBB
$27.5B
17 138 121 295%
IP icon
304
International Paper
IP
$22.1B
17 329 312 5.56%
KKR icon
305
KKR & Co
KKR
$99.6B
17 152 135 313%
ROK icon
306
Rockwell Automation
ROK
$49.6B
17 274 257 171%
SCHW
307
Charles Schwab
SCHW
$186B
17 421 404 157%
SSB icon
308
SouthState Bank Corp
SSB
$10.7B
17 74 57 46.6%
WCC
309
WESCO International
WCC
$17.8B
17 81 64 667%
CCK icon
310
Crown Holdings
CCK
$13.1B
17 134 117 81.7%
VSS icon
311
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
17 133 116 55.8%
HST icon
312
Host Hotels & Resorts
HST
$15.3B
16 210 194 28.9%
DY icon
313
Dycom Industries
DY
$12.1B
16 88 72 690%
SBS icon
314
Sabesp
SBS
$17.7B
16 66 50 119%
EQNR icon
315
Equinor
EQNR
$97.2B
16 79 63 116%
LNG icon
316
Cheniere Energy
LNG
$54.8B
16 183 167 321%
BRO icon
317
Brown & Brown
BRO
$23.9B
16 128 112 98.1%
EG icon
318
Everest Group
EG
$14B
16 164 148 37.4%
ERIC icon
319
Ericsson
ERIC
$33B
16 87 71 26.2%
GGG icon
320
Graco
GGG
$13.5B
16 160 144 81.4%
MDLZ icon
321
Mondelez International
MDLZ
$78.9B
16 579 563 11.7%
TRMB icon
322
Trimble
TRMB
$13.5B
16 152 136 49.4%
ADP icon
323
Automatic Data Processing
ADP
$108B
16 574 558 67.9%
ARGX icon
324
argenx
ARGX
$54.1B
16 55 39 659%
DRI icon
325
Darden Restaurants
DRI
$24.9B
16 256 240 85.2%