Kushel J. Richard is based out of New York. Their last reported 13F filing for Q3 2024 included $4,763,739,178,160 in managed 13F securities
and a top 10 holdings concentration of 25.99%. Kushel J. Richard's largest holding is Apple Inc with shares held of 1,093,618,174. Whalewisdom has at least 81 13F filings, 44 13D filings, 47506 13G filings, and 849 Form 4 filings
2024-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| AAPL Apple Inc | 0.34% |
| TSLA Tesla Inc | 0.22% |
| WMT Walmart Inc | 0.11% |
| META Meta Platforms Inc | 0.11% |
| BRK.B Berkshire Hathaway I | 0.07% |
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| LLY Lilly(Eli) & Co | 0.15% |
| LRCX Lam Research Corp | 0.1% |
| AMAT Applied Materials In | 0.09% |
| ADBE Adobe Inc. | 0.07% |
| INTU Intuit, Inc | 0.05% |
2024-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| AAPL Apple Inc | 5.35% |
| MSFT Microsoft Corporatio | 5.07% |
| NVDA NVIDIA Corp | 4.72% |
| AMZN Amazon.com Inc | 2.61% |
| META Meta Platforms Inc | 1.95% |
All or part of Kushel J. Richard 13F disclosures were filed
under a combined 13F through
UNITED SERVICES AUTOMOBILE ASSOCIATION
for 2024-09-30
for 2024-09-30
BlackRock, Inc. is the parent holding company of certain institutional investment managers. For purposes of the reporting requirements under Section 13(f) of the Securities Exchange Act of 1934 (the Act), and the rules promulgated thereunder, BlackRock, Inc. itself does not exercise, and therefore disclaims, investment discretion with respect to any Section 13(f) securities positions over which its investment operating subsidiaries exercise such discretion. To the extent, however, that BlackRock Inc.'s ownership interest in such subsidiaries may nevertheless give rise to a Form 13F obligation on behalf of BlackRock, Inc., the information required by Form 13F is reported herein on behalf of all such subsidiaries.
2024-09-30
13F Activity
| Market Value | $4.76t, Prior: $4.76t |
| Inflows (Outflows) as % of Total MV | +1.6995% |
| New Purchases | 162 stocks |
| Added To | 3065 stocks |
| Sold out of | 217 stocks |
| Reduced holdings in | 1604 stocks |
| Top 10 Holdings % | 25.99% |
| Turnover %[1] | % |
| Turnover Alt %[2] | % |
| Time Held Top 20 | 23.1 quarters |
| Time Held Top 10 | 19.1 quarters |
| Time Held All | 31.94 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.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30