Paul Lountzis - Lountzis Asset Management 13F Activity & Position Changes (Q4 2020)
According to the SEC 13F filed on Feb 09, 2021, the Lountzis Asset Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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
|