Pricing

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND

0 followers ยท
STOCKHOLM V7 Pension/Retirement
13F Summary
Fjarde Ap-fonden /fourth Swedish National Pension Fund is based out of Stockholm. Their last reported 13F filing for Q4 2023 included $7,994,557,000 in managed 13F securities and a top 10 holdings concentration of 26.63%. Fjarde Ap-fonden /fourth Swedish National Pension Fund's largest holding is Apple Inc with shares held of 2,638,509. Whalewisdom has at least 49 13F filings, and 3 13G filings

2023-12-31

Top Buys (13F)

Name % Change
WMT Walmart Inc 0.55%
LNG Cheniere Energy Inc 0.15%
CAT Caterpillar Inc. 0.09%
KLAC KLA Corp 0.08%
COR Cencora Inc. 0.08%

2023-12-31

Top Sells (13F)

Name % Change
VMW Vmware Inc 0.25%
ATVI Activision Blizzard 0.24%
MRK Merck & Co 0.21%
PFE Pfizer, Inc. 0.17%
TSLA Tesla Inc 0.17%

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 6.35%
MSFT Microsoft Corp. 5.5%
NVDA NVIDIA Corp. 2.79%
AMZN Amazon.com Inc. 2.69%
META Meta Platforms Inc 1.87%

2023-12-31

13F Activity

Market Value $7.99b, Prior: $7.54b
New Purchases 14 stocks
Added To 175 stocks
Sold out of 11 stocks
Reduced holdings in 341 stocks
Top 10 Holdings % 26.63%
Turnover %[1] 4.54%
Turnover Alt %[2] 2.92%
Time Held Top 20 17.3 quarters
Time Held Top 10 19.5 quarters
Time Held All 32.49 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance