• BOSTON, MA How do I update this listing?
Puzo Michael J is based out of Boston. Their last reported 13F filing for Q4 2019 included $279,459,000 in managed 13F securities and a top 10 holdings concentration of 37.55%. Puzo Michael J's largest holding is Apple Inc with shares held of 46,277. Puzo Michael J has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 77 13F filings, and 7 13D filings
: 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.
: 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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14
|Performance for Q3 2019:||4.82%|
|Performance Last 4 Quarters:||17.19%|
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