Day Gain | ||
Gain | ||
Market Val | ||
Costs | ||
Cash | ||
Portfolio | ||
Realized | ||
Dividend |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-09-25 | 2024-08 | 1.1 | 1.18 | 0.08 | 7.27% |
2024-06-26 | 2024-05 | 0.5 | 0.62 | 0.12 | 24.00% |
2024-03-20 | 2024-02 | -0.27 | 0.42 | 0.69 | 255.56% |
2023-12-20 | 2023-11 | -0.99 | -0.95 | 0.04 | 4.04% |
2023-09-27 | 2023-08 | -1.18 | -1.07 | 0.11 | 9.32% |
2023-06-28 | 2023-05 | -1.58 | -1.43 | 0.15 | 9.49% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-09-27 | Citigroup | Upgrade | Buy | Buy |
2023-09-27 | Baird | Upgrade | Neutral | Neutral |
2023-09-27 | Rosenblatt | Upgrade | Buy | Buy |
2023-09-27 | Morgan Stanley | Upgrade | Underweight | Underweight |
2023-09-25 | Rosenblatt | Upgrade | Buy | Buy |
2023-09-25 | Evercore ISI Group | Upgrade | Outperform | Outperform |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2024-07-18 | ALLEN SCOTT R | Officer | 47.27K | Conversion of Exercise of derivative security |
2024-06-26 | ARNZEN APRIL S | Officer | 142.32K | Sale |
2024-05-09 | BHATIA MANISH H | Officer | 278.47K | Sale |
2024-05-13 | BOKAN MICHAEL W | Officer | 155.59K | Sale |
2024-04-30 | DEBOER SCOTT J PH.D. | Officer | 158.62K | Sale |
2024-08-07 | MEHROTRA SANJAY | Chief Executive Officer | 0.00 | Stock Gift |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Vanguard Group Inc | 93.92M | 5.93B | 8.55% |
2023-06-29 | Blackrock Inc. | 86.20M | 5.44B | 7.85% |
2023-06-29 | Capital Research Global Investors | 52.16M | 3.29B | 4.75% |
2023-06-29 | State Street Corporation | 46.19M | 2.92B | 4.21% |
2023-06-29 | Primecap Management Company | 38.01M | 2.40B | 3.46% |
2023-06-29 | Sanders Capital, LLC | 22.02M | 1.39B | 2.01% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Vanguard Total Stock Market Index Fund | 34.14M | 2.15B | 3.11% |
2023-06-29 | Vanguard 500 Index Fund | 26.06M | 1.64B | 2.37% |
2023-06-29 | Vanguard/Primecap Fund | 23.76M | 1.50B | 2.16% |
2023-06-29 | Growth Fund Of America Inc | 20.53M | 1.30B | 1.87% |
2023-08-30 | Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF | 18.55M | 1.30B | 1.69% |
2023-09-29 | Fundamental Investors Inc | 14.52M | 987.85M | 1.32% |
Dividend | Date |
---|---|
0.115 | 2024-07-08 |
0.115 | 2024-03-28 |
0.115 | 2024-01-02 |
0.115 | 2023-12-29 |
0.115 | 2023-10-10 |
0.115 | 2023-10-06 |
Split | Date |
---|---|
2 : 1 | 2000-05-02 |
2 : 1 | 1995-05-23 |
5 : 2 | 1994-04-19 |
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