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David Rolfe / Steven D. Kaufmann

@Wedgewood Partners Inc

Latest period2024 - Q3ReportedManaged Assets$550.833MTotal holdings19
Assets growth rate12.41%Assets growth rate (2-Q avg)5.23%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wedgewood Partners Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Wedgewood Partners Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 550.833M in assets, with a quarterly growth rate of 12.41% and a 2-quarter average growth rate of 5.23%. The portfolio is managed by David Rolfe, Steven D. Kaufmann, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EWEdwards Lifesciences Corp
Recent Activity
Increased 1.37%
4.34%
$23.898M
359,257 shares@ $66.53 avg price