ACCIDENT COMPENSATION CORP

WELLINGTON, Q2 How do I update this listing?

Accident Compensation Corp is based out of Wellington. Their last reported 13F filing for Q1 2019 included $391,747,000 in managed 13F securities and a top 10 holdings concentration of 25.42%. Accident Compensation Corp's largest holding is Apple Inc with shares held of 74,862. Whalewisdom has at least 16 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $391.747 Million
  • Prior Market Value $320.655 Million
  • New Purchases12 stocks
  • Additional Purchases63 stocks
  • Sold out of11 stocks
  • Reduced holdings in30 stocks
  • Top 10 Holdings % 25.42 %
  • Turnover % [1]:19.66%
  • Turnover Alt % [2]: 12.75 %
  • Time Held Top20:6.55 quarters
  • Time Held Top10:6.00 quarters
  • Time Held All:8.12 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -0.53%
Performance Last 4 Quarters: 2.98%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR/A (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR/A (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)

Active Schedule 13D and 13G events

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WhaleScore history for ACCIDENT COMPENSATION CORP

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