B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q4 2020)

As of Dec 31, 2020, the Tweedy, Browne Co All Funds (US) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 16, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q4 2020, the filing reported:

New Buys - Alibaba Group Holding Limited, Concentrix Corporation, Enterprise Products Partners L., Jefferies Financial Group Inc., TotalEnergies SE

Increases - AbbVie Inc., Bank of America Corporation, Baidu, Inc., Comcast Corporation, Carlisle Companies Incorporated, and 6 more

Reductions - Applied Industrial Technologies, Alcon, Autoliv, Inc., American Express Company, AutoZone, Inc., and 21 more

Complete Exits - Merck & Company, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2020	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+89,915	+29.7%	$42.03K	392,235
Q4 2020	AIT Applied Industrial Technologies	Applied Industrial Technologies	Sell	-2,052	-3.9%	$3.99K	51,146
Q4 2020	ALC Alcon	Alcon	Sell	-8,675	-37.0%	$973.00	14,751
Q4 2020	ALV Autoliv, Inc.	Autoliv, Inc.	Sell	-8,505	-0.7%	$104.43K	1,133,878
Q4 2020	AXP American Express Company	American Express Company	Sell	-6,828	-2.3%	$35.77K	295,796
Q4 2020	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-3,307	-3.5%	$107.62K	90,783
Q4 2020	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+661,015	-	$153.84K	661,015
Q4 2020	BAC Bank of America Corporation	Bank of America Corporation	Buy	+1,345,167	+218.0%	$59.47K	1,962,127
Q4 2020	BAX Baxter International Inc.	Baxter International Inc.	Sell	-1,220	-2.2%	$4.35K	54,248
Q4 2020	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+10,949	+0.8%	$305.06K	1,410,732
Q4 2020	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-655,835	-17.6%	$130.42K	3,073,096
Q4 2020	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-36	-3.5%	$347.47K	999
Q4 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-6,799	-2.2%	$70.89K	305,715
Q4 2020	CMCSA Comcast Corporation	Comcast Corporation	Buy	+20,468	+1.8%	$60.19K	1,148,683
Q4 2020	CNH CNH Industrial	CNH Industrial	Sell	-35,497	-2.7%	$16.14K	1,257,358
Q4 2020	CNXC Concentrix Corporation	Concentrix Corporation	Buy - Position Entry	+71,717	-	$7.08K	71,717
Q4 2020	COP ConocoPhillips	ConocoPhillips	Sell	-116,677	-12.5%	$32.79K	819,849
Q4 2020	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-446,368	-8.3%	$219.86K	4,913,172
Q4 2020	CSL Carlisle Companies Incorporated	Carlisle Companies Incorporated	Buy	+49,048	+27.2%	$35.80K	229,242
Q4 2020	DEO Diageo	Diageo	Sell	-12,637	-5.8%	$32.36K	203,785
Q4 2020	EMR Emerson Electric Company	Emerson Electric Company	Sell	-16,293	-2.8%	$45.85K	570,479
Q4 2020	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Buy - Position Entry	+136,295	-	$2.67K	136,295
Q4 2020	FOX Fox Corporation	Fox Corporation	Buy	+27,935	+1.1%	$73.60K	2,548,343
Q4 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-1,494	-1.3%	$204.73K	116,863
Q4 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-830	-0.6%	$225.63K	128,736
Q4 2020	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Buy	+31,048	+34.4%	$31.96K	121,185
Q4 2020	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-29,230	-34.4%	$1.44K	55,636
Q4 2020	INTC Intel Corporation	Intel Corporation	Buy	+246,409	+61.9%	$32.12K	644,759
Q4 2020	JEF Jefferies Financial Group Inc.	Jefferies Financial Group Inc.	Buy - Position Entry	+102,055	-	$2.51K	102,055
Q4 2020	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-12,639	-0.7%	$281.72K	1,790,087

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