Paul Lountzis - Lountzis Asset Management 13F Activity & Position Changes (Q3 2020)
According to the SEC 13F filed on Nov 05, 2020, the Lountzis Asset Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2020. 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 Q3 2020, the filing reported:
New Buys - None reported
Increases - Apple Inc., Wells Fargo & Company
Reductions - The Bank of New York Mellon Cor, Berkshire Hathaway Inc. New, Brown & Brown, Inc., Lowe's Companies, Inc., Mohawk Industries, Inc., and 3 more
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q3 2020
|
AAPL
Apple Inc.
|
Buy |
+213
|
|
Q3 2020
|
BK
The Bank of New York Mellon Cor
|
Sell |
-200
|
|
Q3 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-50
|
|
Q3 2020
|
BRO
Brown & Brown, Inc.
|
Sell |
-200
|
|
Q3 2020
|
LOW
Lowe's Companies, Inc.
|
Sell |
-30
|
|
Q3 2020
|
MHK
Mohawk Industries, Inc.
|
Sell |
-305
|
|
Q3 2020
|
PGR
Progressive Corporation (The)
|
Sell |
-400
|
|
Q3 2020
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-50
|
|
Q3 2020
|
WFC
Wells Fargo & Company
|
Buy |
+11,000
|
|
Q3 2020
|
ZTS
Zoetis Inc.
|
Sell |
-50
|