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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The Motley Fool

SEPTEMBER 4, 2024

These investors include some billionaire hedge fund managers, such as David Tepper, who runs Appaloosa Management. Billionaire Ken Griffin, head of Citadel Advisors, sold off about 80% of his Nvidia stake in Q2. Managing a hedge fund isn't like having an individual portfolio. Is it time to follow suit?

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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.

Securities and Exchange Commission (SEC) 130

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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

APRIL 29, 2024

That's the core reasoning behind making exchange-traded funds (ETFs) a big part of your investing strategy. There are many ETFs that replicate the returns of large indexes like the S&P 500 , essentially allowing you to outperform most professional fund managers with just one simple investment. Why buy an ETF?

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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%

Portfolios 246

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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

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.

Exchange-Traded Funds 246

Exchange-Traded Funds Public Companies Stakes Accounting 246

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

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 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

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.,

Exchange-Traded Funds 246

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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.

Exchange-Traded Funds 246

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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

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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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.

Securities and Exchange Commission (SEC) 246

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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.

Securities and Exchange Commission (SEC) 130

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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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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

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

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

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.

Exchange-Traded Funds 244

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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 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.

Hedge Funds 246

Hedge Funds Stakes Public Companies Investors 246

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?

Investing 246

Investing Public Companies Stakes Returns 246

The Motley Fool

MARCH 18, 2024

The CEO, co-founder, and primary stock picker for the Ark Invest family of exchange-traded funds (ETFs) made several portfolio moves. She added to her stakes in UiPath (NYSE: PATH) , The Trade Desk (NASDAQ: TTD) , and Nu (NYSE: NU) last week. What is Wood adding to her portfolios these days? Image source: Getty Images.

Exchange-Traded Funds 130

Exchange-Traded Funds Stakes Public Companies Shareholders 130

The Motley Fool

MAY 30, 2024

One of the best things to happen to stock investing, in my opinion, is the creation of exchange-traded funds (ETFs). Thanks to ETFs, this is no longer the case, and you can invest in dozens, hundreds, or even thousands of companies with a single purchase. The S&P 500 tracks the largest 500 public companies in the U.S.,

Exchange-Traded Funds 130

Exchange-Traded Funds Investing Stock Market Stock Market 130

The Motley Fool

MAY 9, 2024

She initiated a position in the popular online discussion forum on March 21, the day it went public. She waited until Wednesday, nearly seven weeks later, to add to that stake. It could also be one of the smart moves Wood will have to make to get her aggressive growth funds back on a winning streak. Reddit peaked at $74.90

Public Companies 130

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The Motley Fool

JULY 31, 2024

The largest of the Ark Invest exchange-traded funds is down 14% this year in an otherwise buoyant year for growth investors. The fund is down 72% since peaking in early 2021. She added to existing stakes in Guardant Health (NASDAQ: GH) , Oklo (NYSE: OKLO) , and CRISPR Technologies (NASDAQ: CRSP) on Tuesday.

Exchange-Traded Funds 130

Exchange-Traded Funds Public Companies Stakes Returns 130

The Motley Fool

MAY 13, 2024

In a recent interview on CNBC's Squawk Box , Druckenmiller admitted that his fund, Duquesne Family Office, cut its position in Nvidia in "late March." The "Oracle of Omaha" also pared back Berkshire's stake in Apple The Oracle of Omaha's selling didn't end with Paramount Global. However, Apple isn't immune to headwinds.

Investors 130

Investors Stakes Taxes Asset Management 130

The Motley Fool

JUNE 12, 2024

The beauty of exchange-traded funds (ETFs) is that they allow investors to cover a lot of ground with a single investment. Although broad ETFs generally don't experience the hypergrowth returns you might achieve with a single outstanding company's stock, some funds have consistently outperformed the market.

Exchange-Traded Funds 130

Exchange-Traded Funds Public Companies Stakes Funds 130

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

Shareholders 246

Shareholders Public Companies Prospects Stakes 246

The Motley Fool

JUNE 10, 2024

It's made Altria a Dividend King ; the company has paid and raised its dividend consistently for over five decades, a remarkable feat which has seen the payout survive recessions, war, and the general ups and downs of being a public company. Investors can enjoy a massive dividend yield of 8.4%

Public Companies 130

Public Companies Stakes Returns Investors 130

The Motley Fool

OCTOBER 17, 2024

Very few public companies offer monthly dividends, and the ones that do are typically real estate investment trusts (REITs) because they are legally required to pay out 90% of their taxable earnings to shareholders. The company's funds from operations (FFO) also declined by 7.5% year over year, dropping to $179.2

Debt 130

Debt Earnings Before Interest Amortization Depreciation 130

The Motley Fool

MAY 24, 2024

This week's move was likely due to the company announcing a secondary stock offering to the public. But the sale isn't a dilutive equity raise; rather, the offering is by current large shareholders of the newly public stock. But the private equity companies that backed Fidelis prior to the IPO appear to be cashing out in tandem.

Private Equity Firms 100

Private Equity Firms Private Equity Firms Shareholders Public Companies 100

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.

Companies 246

Companies Conglomerates Investing Banks 246

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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