Equal-WT
WhaleScore 2.0
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Boston Partners is based out of Boston. Boston Partners is a hedge fund with 5968 clients and discretionary assets under management (AUM) of $78,445,775,136 (Form ADV from 2023-08-22). Their last reported 13F filing for Q4 2023 included $75,503,648,794 in managed 13F securities
and a top 10 holdings concentration of 12.53%. Boston Partners's largest holding is JPMorgan Chase & Co. (Chemical Bank) with shares held of 9,093,169. Whalewisdom has at least 85 13F filings, and 608 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
PSX Phillips 66 | 0.62% |
BA Boeing Company | 0.57% |
ABT Abbott Laboratories | 0.55% |
ORCL Oracle Corp | 0.5% |
HBAN Huntington Bancshare | 0.36% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
CSCO Cisco Systems, Inc. | 0.97% |
PXD Pioneer Natural Reso | 0.62% |
SLB Schlumberger Ltd. | 0.49% |
BMY Bristol-Myers Squibb | 0.45% |
HAL Halliburton Co. | 0.43% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
JPM JPMorgan Chase & Co. | 2.05% |
GOOGL Alphabet Inc. Class | 1.43% |
DFS Discover Financial S | 1.35% |
AZO AutoZone Inc. | 1.29% |
BRK.B Berkshire Hathaway I | 1.28% |
BOSTON PARTNERS FORMERLY REPORTED UNDER ROBECO INVESTMENT MANAGEMENT.
2023-12-31
13F Activity
Market Value | $75.5b, Prior: $72.2b |
New Purchases | 76 stocks |
Added To | 179 stocks |
Sold out of | 93 stocks |
Reduced holdings in | 444 stocks |
Top 10 Holdings % | 12.53% |
Turnover %[1] | 23.97% |
Turnover Alt %[2] | 11.67% |
Time Held Top 20 | 6.15 quarters |
Time Held Top 10 | 4.4 quarters |
Time Held All | 15.4 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