Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q4 2013)

As of Dec 31, 2013, the Sound Shore Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 07, 2026. 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 2013, the filing reported:

New Buys - Kohl's Corporation, Merck & Company, Inc., Teradata Corporation

Increases - The AES Corporation, Citigroup, Inc., Flex, Hess Corporation, QUALCOMM Incorporated, and 1 more

Reductions - Agilent Technologies, Inc., American International Group, I, Applied Materials, Inc., Bank of America Corporation, BP p.l.c., and 19 more

Complete Exits - Pfizer, Inc., State Street Corporation, Zoetis 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 2013	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-55,955	-2.1%	$149.93K	2,621,671
Q4 2013	AES The AES Corporation	The AES Corporation	Buy	+2,197,316	+26.9%	$150.56K	10,376,547
Q4 2013	AIG American International Group, I	American International Group, I	Sell	-40,885	-1.3%	$154.51K	3,026,584
Q4 2013	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-576,756	-7.4%	$127.22K	7,195,556
Q4 2013	BAC Bank of America Corporation	Bank of America Corporation	Sell	-180,187	-1.7%	$161.33K	10,361,693
Q4 2013	BP BP p.l.c.	BP p.l.c.	Sell	-51,895	-1.6%	$151.62K	3,119,139
Q4 2013	C Citigroup, Inc.	Citigroup, Inc.	Buy	+553,253	+25.3%	$142.95K	2,743,318
Q4 2013	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Sell	-705,089	-26.1%	$133.09K	1,992,004
Q4 2013	CMCSA Comcast Corporation	Comcast Corporation	Sell	-49,044	-1.9%	$129.88K	2,499,319
Q4 2013	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-30,061	-1.5%	$156.33K	2,040,549
Q4 2013	CVS CVS Health Corporation	CVS Health Corporation	Sell	-341,043	-13.7%	$154.38K	2,157,097
Q4 2013	FLEX Flex	Flex	Buy	+1,200,183	+9.1%	$112.25K	14,446,529
Q4 2013	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-600	-22.2%	$372.00	2,100
Q4 2013	HES Hess Corporation	Hess Corporation	Buy	+277,303	+19.0%	$144.40K	1,739,788
Q4 2013	IVZ Invesco	Invesco	Sell	-63,316	-1.6%	$139.75K	3,839,169
Q4 2013	JBL Jabil Inc.	Jabil Inc.	Sell	-4,500	-22.5%	$270.00	15,500
Q4 2013	KSS Kohl's Corporation	Kohl's Corporation	Buy - Position Entry	+2,155,217	-	$122.31K	2,155,217
Q4 2013	L Loews Corporation	Loews Corporation	Sell	-1,800	-25.7%	$251.00	5,200
Q4 2013	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-46,960	-1.8%	$126.40K	2,551,012
Q4 2013	LUV Southwest Airlines Company	Southwest Airlines Company	Sell	-1,129,966	-14.8%	$122.48K	6,500,877
Q4 2013	MMC Marsh & McLennan Companies, Inc	Marsh & McLennan Companies, Inc	Sell	-426,513	-13.1%	$136.29K	2,818,232
Q4 2013	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy - Position Entry	+8,800	-	$440.00	8,800
Q4 2013	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-55,333	-1.4%	$140.75K	3,762,396
Q4 2013	NVS Novartis AG	Novartis AG	Sell	-17,289	-1.0%	$131.93K	1,641,384
Q4 2013	PFE Pfizer, Inc.	Pfizer, Inc.	Sell - Position Exit	-8,000	-100.0%	$0.00	-
Q4 2013	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+151,583	+6.7%	$180.34K	2,428,864
Q4 2013	RSG Republic Services, Inc.	Republic Services, Inc.	Sell	-1,240,414	-39.4%	$63.40K	1,909,562
Q4 2013	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-110,917	-2.2%	$126.75K	4,874,901
Q4 2013	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-232,975	-13.4%	$136.06K	1,509,880
Q4 2013	SNY Sanofi	Sanofi	Buy	+315,761	+14.8%	$131.70K	2,455,787

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