Paul Lountzis - Lountzis Asset Management 13F Activity & Position Changes (Q4 2020)
As of Dec 31, 2020, the Lountzis Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 09, 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 - American Electric Power Company, Applied Materials, Inc., PENN Entertainment, Inc., Prologis, Inc., Southern Company (The), and 1 more
Increases - None reported
Reductions - Brown & Brown, Inc., Lowe's Companies, Inc., Progressive Corporation (The), TJX Companies, Inc. (The), UnitedHealth Group Incorporated, and 2 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 |
|---|---|---|---|
|
Q4 2020
|
AEP
American Electric Power Company
|
Buy - Position Entry |
+1,000
|
|
Q4 2020
|
AMAT
Applied Materials, Inc.
|
Buy - Position Entry |
+112,160
|
|
Q4 2020
|
BRO
Brown & Brown, Inc.
|
Sell |
-8,380
|
|
Q4 2020
|
LOW
Lowe's Companies, Inc.
|
Sell |
-520
|
|
Q4 2020
|
PENN
PENN Entertainment, Inc.
|
Buy - Position Entry |
+1,844
|
|
Q4 2020
|
PGR
Progressive Corporation (The)
|
Sell |
-4,991
|
|
Q4 2020
|
PLD
Prologis, Inc.
|
Buy - Position Entry |
+270
|
|
Q4 2020
|
SO
Southern Company (The)
|
Buy - Position Entry |
+1,000
|
|
Q4 2020
|
TJX
TJX Companies, Inc. (The)
|
Sell |
-150
|
|
Q4 2020
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-30
|
|
Q4 2020
|
VFC
V.F. Corporation
|
Buy - Position Entry |
+2,400
|
|
Q4 2020
|
WFC
Wells Fargo & Company
|
Sell |
-20,450
|
|
Q4 2020
|
ZTS
Zoetis Inc.
|
Sell |
-3,589
|