Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, the Meritage Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 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 Q1 2017, the filing reported:
New Buys - Amazon.com, Inc., Alphabet Inc., SBA Communications Corporation, Tempur Sealy International, Inc
Increases - AbbVie Inc., Autodesk, Inc., Charter Communications, Inc., Comcast Corporation, Alphabet Inc., and 4 more
Reductions - Sherwin-Williams Company (The), SPDR S&P 500
Complete Exits - Automatic Data Processing, Inc., AFLAC Incorporated, Assurant, Inc., Affiliated Managers Group, Inc., Avery Dennison Corporation, and 45 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
ABBV
AbbVie Inc.
|
Buy |
+299,618
|
|
Q1 2017
|
ADP
Automatic Data Processing, Inc.
|
Sell - Position Exit |
-22,033
|
|
Q1 2017
|
ADSK
Autodesk, Inc.
|
Buy |
+6,992
|
|
Q1 2017
|
AFL
AFLAC Incorporated
|
Sell - Position Exit |
-30,581
|
|
Q1 2017
|
AIZ
Assurant, Inc.
|
Sell - Position Exit |
-13,307
|
|
Q1 2017
|
AMG
Affiliated Managers Group, Inc.
|
Sell - Position Exit |
-24,955
|
|
Q1 2017
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+241,080
|
|
Q1 2017
|
AVY
Avery Dennison Corporation
|
Sell - Position Exit |
-43,423
|
|
Q1 2017
|
BF-B
Brown Forman Inc
|
Sell - Position Exit |
-46,536
|
|
Q1 2017
|
BFH
Bread Financial Holdings, Inc.
|
Sell - Position Exit |
-4,554
|
|
Q1 2017
|
CAH
Cardinal Health, Inc.
|
Sell - Position Exit |
-35,112
|
|
Q1 2017
|
CF
CF Industries Holdings, Inc.
|
Sell - Position Exit |
-20,756
|
|
Q1 2017
|
CHD
Church & Dwight Company, Inc.
|
Sell - Position Exit |
-30,989
|
|
Q1 2017
|
CHTR
Charter Communications, Inc.
|
Buy |
+1,742
|
|
Q1 2017
|
CL
Colgate-Palmolive Company
|
Sell - Position Exit |
-18,699
|
|
Q1 2017
|
CMCSA
Comcast Corporation
|
Buy |
+1,024,125
|
|
Q1 2017
|
CME
CME Group Inc.
|
Sell - Position Exit |
-10,307
|
|
Q1 2017
|
COR
Cencora, Inc.
|
Sell - Position Exit |
-1,180,346
|
|
Q1 2017
|
CRM
Salesforce, Inc.
|
Sell - Position Exit |
-17,797
|
|
Q1 2017
|
CSX
CSX Corporation
|
Sell - Position Exit |
-45,622
|
|
Q1 2017
|
CVS
CVS Health Corporation
|
Sell - Position Exit |
-43,916
|
|
Q1 2017
|
DFS
Discover Financial Services
|
Sell - Position Exit |
-20,777
|
|
Q1 2017
|
DGX
Quest Diagnostics Incorporated
|
Sell - Position Exit |
-18,747
|
|
Q1 2017
|
DVA
DaVita Inc.
|
Sell - Position Exit |
-23,025
|
|
Q1 2017
|
ECL
Ecolab Inc.
|
Sell - Position Exit |
-33,434
|
|
Q1 2017
|
EXPD
Expeditors International of Was
|
Sell - Position Exit |
-40,131
|
|
Q1 2017
|
FDX
FedEx Corporation
|
Sell - Position Exit |
-11,260
|
|
Q1 2017
|
FI
Fiserv, Inc.
|
Sell - Position Exit |
-11,987
|
|
Q1 2017
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+128,813
|
|
Q1 2017
|
GOOGL
Alphabet Inc.
|
Buy |
+62
|
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