The Motley Fool

MAY 5, 2024

Besides being the chairman and CEO of the eighth largest public company in the world, Buffett has an impressive track record as an investor. Anyone who invested in Berkshire instead of an average S&P 500 fund would have 140 times the amount of wealth today. That compares with the 10.2%

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The Motley Fool

SEPTEMBER 27, 2024

In The Power of Dividends: Past, Present, and Future , the investment advisors at Hartford Funds, in collaboration with Ned Davis Research, examined the numerous ways income stocks have outpaced non-paying public companies over the long run. Even though its current base annual dividend of $1.94 per share equates to a 2.7%

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The Motley Fool

NOVEMBER 4, 2024

The Oracle of Omaha has dumped more than a quarter of Berkshire's stake in BofA since mid-July Though no holding in Berkshire's 43-stock, $312 billion portfolio has been sold down more noticeably in 2024 than Apple , it's the recent and persistent selling activity in Bank of America (NYSE: BAC) that's rightly raising eyebrows on Wall Street.

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The Motley Fool

JUNE 12, 2024

It can be accomplished easily by buying stakes in a few exchange-traded funds ( ETFs ), which give investors exposure to a wide range of companies in a single investment. Its top 10 holdings make up just over 23% of the fund. The S&P 500 index tracks 500 of the largest public companies in the U.S.,

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The Motley Fool

SEPTEMBER 11, 2024

The co-founder, CEO, and investment manager of the Ark Invest family of exchange-traded funds is getting into good groove in recent weeks. Her largest fund is up 17% since bottoming out last month. It may not be the reason Wood added to her stake in AMD, but it obviously didn't hurt. The event will take place on Oct.

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Exchange-Traded Funds Public Companies Stakes Accounting 246

Private Equity Insights

JUNE 29, 2023

The confirmation comes exactly a week after news of the acquisition bid first came to light, and some two years after SAP spun the business out as an independent publicly traded company, having bought it back in 2018 for $8 billion just as Qualtrics was originally planning its IPO. Shareholders have been offered $18.15

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The Motley Fool

AUGUST 27, 2024

Most of the exchange-traded funds held by Ark Invest -- where she is the co-founder, CEO, and investment manager -- are underwater in the otherwise buoyant 2024. It's not stopping her from taking big bets on disruptive companies. Shopify DraftKings is currently the second-largest holding across all of Wood's funds at Ark.

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The Motley Fool

MAY 30, 2024

Chipotle Mexican Grill (NYSE: CMG) has long been a primary holding of Pershing Square Capital Management, the fund managed by billionaire Bill Ackman. His fund first bought the stock during the second half of 2016, and it has earned considerable returns since that time. In total, Pershing Square has purchased 2.9 However, close to 2.2

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The Motley Fool

NOVEMBER 6, 2024

Between thousands of public companies reporting their operating results each quarter and economic data being released daily, it can be easy to miss something important. Asness oversees more than $65 billion in AUM at the fund he helped co-found. For example, Aug. Image source: Getty Images. Image source: Getty Images.

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Stakes Hedge Funds Prospects Education 130

The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 Apple: $92.2 billion (29.4% billion (13.1%

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The Motley Fool

AUGUST 30, 2024

Her largest exchange-traded fund is trading 15% lower this year, a rough contrast to a winning year for many growth investors. She has now added to her stake in 18 trading days since its mid-June IPO. Tempus delivered decent financials in its first quarterly report as a public company last week. She's not giving up hope.

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The Motley Fool

FEBRUARY 16, 2024

Based on the latest round of 13F filings, billionaire investors were eager to pare down their stakes in two ultra-popular AI stocks and simply couldn't stop buying shares of another brand-name AI-inspired company. trillion to global gross domestic product by 2030, according to a report released last year by PwC.

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Securities and Exchange Commission (SEC) Asset Management Stakes Assets 246

The Motley Fool

MAY 27, 2024

A forward stock split involves reducing a company's share price to make it more nominally affordable for investors who may not have access to fractional-share purchases with their broker. Meanwhile, reverse stock splits are designed to increase a public company's share price to ensure continued listing on a major stock exchange.

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The Motley Fool

JULY 9, 2023

How much would that original stake of $400 be worth now? In this view, simply holding on to an S&P 500 index fund , such as the SPDR S&P 500 ETF (NYSEMKT: SPY) , would have served me just as well: AMD Total Return Level data by YCharts. But what if I had held on to that early AMD investment until today?

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The Motley Fool

JULY 26, 2023

Comprising 30 of the largest public companies, it has long served as a benchmark for overall market performance -- and one that many investors want to beat. In fact, plenty of great companies have consistently beaten the index. The Dow Jones Industrial Average is one of the most closely followed stock market indexes around.

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Exchange-Traded Funds Public Companies Stakes Taxes 245

The Motley Fool

MARCH 10, 2024

Although he doesn't manage a public company or hedge fund like Buffett and Griffin do, he's donated a boatload of money to the Bill & Melinda Gates Foundation Trust. The most recent transaction involving Caterpillar came in 2022 Q1, with the sale of roughly 24% of the foundation's stake in the company.

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The Motley Fool

JUNE 6, 2024

The co-founder and CEO of Ark Invest publishes her transactions for the family of exchange-traded funds she manages. She bought shares of the online community board the day it went public three months ago. Cathie Wood doesn't take any trading days off. Reddit It didn't take long for Wood to own a piece of Reddit.

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Exchange-Traded Funds Amortization Depreciation Earnings Before Interest 244

The Motley Fool

JUNE 20, 2024

Even if these chips are simply to complement Nvidia's prized H100 GPU, it signals a purposeful lessening of reliance on the company's data center GPU architecture over time. Billionaire Ken Griffin chose something a little more "Magnificent" Since its inception in 1990, Ken Griffin's hedge fund has generated $74 billion in total gains.

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The Motley Fool

JANUARY 23, 2024

Last year, a study released by the Hartford Funds, in cooperation with Ned Davis Research, found that dividend-paying companies delivered an annualized return of 9.18% between 1973 and 2022. That compared to an annualized return of 3.95% for non-paying companies over the same five-decade stretch.

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The Motley Fool

MARCH 29, 2024

According to a report issued last year by Hartford Funds, in collaboration with Ned Davis Research, dividend stocks have produced an average annual return of 9.18% over a half-century (1973-2022). This compares to a modest 3.95% average annual return for public companies that don't offer a payout. But Berkshire also owns $8.49

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The Motley Fool

AUGUST 6, 2024

Wood kicked off the new trading week by building up her stakes in Amazon.com (NASDAQ: AMZN) , Tesla Motors (NASDAQ: TSLA) , and Tempus (NASDAQ: TEM). Tesla Motors Tesla is the largest holding of Wood's largest fund, accounting for 14% of the assets of the Ark Innovation ETF (NYSEMKT: ARKK). Will her strategy work?

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The Motley Fool

MARCH 21, 2024

if you have $300 available that isn't needed to pay monthly bills, reduce short-term debt, or bolster an emergency fund, these three Berkshire-owned stocks may be worth a closer look. Amazon Most people are aware of Amazon 's (NASDAQ: AMZN) e-commerce site because that is where the company got its start more than two decades ago.

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The Motley Fool

JUNE 27, 2023

If you have $5,000 available to invest that isn't needed to reduce short-term debt or build an emergency fund, here are three tech stocks that are great long-term options. Apple It seems cliche to start with Apple (NASDAQ: AAPL) , but you don't become the world's most valuable public company for no reason.

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Consultants Consulting Public Companies Stakes 246

The Motley Fool

APRIL 22, 2024

Recent research from Hartford Funds suggests the seemingly mundane strategy of investing in dividend stocks could lead to substantial gains. By focusing on reducing its share count, Caterpillar continually boosts the ownership stake for existing shareholders. Specifically, Caterpillar generated $67.1

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The Motley Fool

JUNE 18, 2024

Between the two, they own a 6% stake in the megacap tech giant. stake, worth about $11 billion. Alphabet's largest shareholders According to regulatory filings, the largest owners of Alphabet stock are companies that operate index funds -- specifically Vanguard, BlackRock , and State Street.

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Hedge Funds Public Companies Stakes Shareholders 130

The Motley Fool

SEPTEMBER 19, 2023

Apple Apple (NASDAQ: AAPL) is the world's largest public company with a valuation of $2.8 Berkshire Hathaway's stake in Apple has grown to account for 45.5% Berkshire Hathaway has held a stake in Amazon since 2019, but Buffett has often expressed regret for failing to recognize its potential sooner.

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Private Equity Insights

MAY 10, 2024

According to CNBC’s source, there is no certainty a deal will happen and the business could remain a public company. Read more: Private Equity Wire Can’t stop reading? read more Peloton shares surge as news of PE buyout interest breaks Shares in Peloton soared by as much as 18% on Tuesday after CNBC reported that several private.

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The Motley Fool

MAY 21, 2024

billion shares of the company's stock, giving him a 10.8% stake in the business. Amazon's largest shareholders are institutional investors Beyond Bezos, Amazon's largest shareholders are institutional investors, as is the case with most publicly traded companies. of Amazon shares held by Vanguard funds and their investors.

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Securities and Exchange Commission (SEC) Stakes Financial Institutions Shareholders 130

The Motley Fool

OCTOBER 19, 2024

During the second quarter of 2024, Berkshire went on a selling spree, cutting its $160 billion stake in Apple in half and trimming a number of other positions, including Chevron , T-Mobile , and Capital One Financial , to name just a few. Berkshire stock has delivered a compound annual return of 19.8%

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Exchange-Traded Funds Conglomerates Shareholders Public Companies 246

The Motley Fool

JANUARY 26, 2024

Despite holding stakes in around 50 stocks , just seven core holdings account for 83% ($301.7 I'd be remiss if I didn't also mention that Apple's capital-return program is unmatched among public companies. Effective Federal Funds Rate data by YCharts. billion) of Berkshire Hathaway's $365 billion of invested assets.

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The Motley Fool

JULY 2, 2024

At its peak two weeks ago, Nvidia briefly surpassed Microsoft and Apple to gain the title of "most-valuable public company." Renaissance Technologies was a buyer of Arm shares as well, but I left this well-known quantitative hedge fund off the list since its billionaire founder Jim Simons passed away in May.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Asset Management Hedge Funds Assets 246

The Motley Fool

APRIL 9, 2024

A recently updated study by the Hartford Funds, in collaboration with Ned Davis Research, found that dividend payers averaged an annual return of 9.17% over roughly 50 years (1973-2023), compared to a more modest 4.27% annualized return for public companies that didn't offer a dividend.

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Conglomerates Public Companies Stakes Portfolios 246

The Motley Fool

DECEMBER 1, 2023

That could enable some of its existing investors to cash in on their stakes. It would allow the diversified real estate investment trust (REIT) to monetize its stake, which it could reinvest in income-producing real estate. Eagerly awaiting the opportunity to monetize its stake W. Carey holds a stake in Lineage Logistics.

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Initial Public Offering Stakes Enterprise Values Public Companies 130

The Motley Fool

MAY 2, 2024

Second, the Oracle of Omaha and his team have a penchant for buying shares of companies that pay a regular dividend. Public companies that pay a dividend are usually profitable on a recurring basis and capable of providing transparent long-term growth outlooks.

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Returns Conglomerates Public Companies Stakes 246

The Motley Fool

AUGUST 13, 2024

Starbucks (NASDAQ: SBUX) , the iconic coffee juggernaut, has caught the attention of an elite hedge fund determined to revamp the faltering business. The fund, Elliott Management, is an investment industry whale. It does so by securing board seats, ousting executive teams, and sometimes taking companies private.

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The Motley Fool

JUNE 25, 2024

This is a document that outlines all of the stocks investors such as hedge funds are buying and selling. Like hedge funds, corporations can also take positions in other companies. Let's explore what company Alphabet is aggressively investing in, and why an acquisition doesn't seem out of the question. ownership stake.

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Securities and Exchange Commission (SEC) Companies Hedge Funds Public Companies 130

The Motley Fool

JANUARY 8, 2024

Meanwhile, the company's services segment continues to grow like wildfire, with a shift to subscription services expected to lift the company's operating margin over time and lessen the sales fluctuations observed during iPhone replacement cycles. Apple's capital-return program is also unmatched among publicly traded companies.

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