Paul Lountzis - Lountzis Asset Management 13F Activity & Position Changes (Q3 2020)
As of Sep 30, 2020, the Lountzis Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 05, 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
|