Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 2014)
As of Dec 31, 2014, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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 Q4 2014, the filing reported:
Increases - HealthEquity, Inc., Nestle S.A.
Reductions - Alibaba Group Holding Limited, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Citigroup, Inc., Comcast Corporation, and 12 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 2014
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+1,721,938
|
|
Q4 2014
|
BABA
Alibaba Group Holding Limited
|
Sell |
-1,209,747
|
|
Q4 2014
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-63
|
|
Q4 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-3,500,122
|
|
Q4 2014
|
C
Citigroup, Inc.
|
Sell |
-352,848
|
|
Q4 2014
|
CMCSA
Comcast Corporation
|
Sell |
-276,201
|
|
Q4 2014
|
ECL
Ecolab Inc.
|
Sell |
-46,144
|
|
Q4 2014
|
HQY
HealthEquity, Inc.
|
Buy |
+1,300
|
|
Q4 2014
|
KO
Coca-Cola Company (The)
|
Sell |
-2,430,758
|
|
Q4 2014
|
L
Loews Corporation
|
Sell |
-2,166,813
|
|
Q4 2014
|
MDLZ
Mondelez International, Inc.
|
Sell |
-506,481
|
|
Q4 2014
|
MS
Morgan Stanley
|
Sell |
-723,940
|
|
Q4 2014
|
MSFT
Microsoft Corporation
|
Sell |
-733,932
|
|
Q4 2014
|
NSRGY
Nestle S.A.
|
Buy |
+60,789
|
|
Q4 2014
|
ORCL
Oracle Corporation
|
Sell |
-562,195
|
|
Q4 2014
|
PEP
Pepsico, Inc.
|
Sell |
-125,718
|
|
Q4 2014
|
SATS
EchoStar Corporation
|
Buy - Position Entry |
+4,100
|
|
Q4 2014
|
SPY
SPDR S&P 500
|
Buy - Position Entry |
+10,375
|
|
Q4 2014
|
TMO
Thermo Fisher Scientific Inc
|
Sell |
-173,926
|
|
Q4 2014
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-397,683
|
|
Q4 2014
|
WMT
Walmart Inc.
|
Sell |
-5,999,902
|
|
Q4 2014
|
WRB
W.R. Berkley Corporation
|
Sell |
-218,604
|