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Paul Lountzis's all historical holdings

Lountzis Asset Management

Paul Lountzis all 13F holdings

Holdings history details

Positions ever held:
144
Currently held:
58
Sold out:
86
Across its SEC filing history, Paul Lountzis has reported positions in 144 different stocks that we track. 58 of them are present in the latest reported portfolio, while 86 stakes have been completely sold out. Pick any ticker to see the full trade history - every buy and sell reported across quarterly SEC filings.

How many stocks does Paul Lountzis currently hold?

According to the latest reported portfolio, Paul Lountzis holds 58 of the 144 tracked stocks it has ever reported. 86 historical stakes were sold out over time.

What is Paul Lountzis's largest holding?

Paul Lountzis's most valuable position is Berkshire Hathaway Inc (BRK-B), with a market value of roughly $66.13M in the latest reported portfolio.

Which stock has Paul Lountzis held the longest?

Among the positions Paul Lountzis currently holds, the longest held is Abbott Laboratories (ABT), held for ~6.5 years.

Filters

Status
Held for
For re-entered positions, counted since the latest "new buy"
First bought
For re-entered positions, this is the latest "new buy"
Exited
For re-entered positions, this is the most recent sell-out
144 results
*
TICKER
currently held - the position is present in the latest reported portfolio
*
TICKER
previously held - the position was sold out
* sorted: currently held first, largest position value on top; previously held follow, most recent exit on top