David Rolfe

David Rolfe

Wedgewood Partners, Inc.
Last update 2020-02-14 39 Stocks (4 new)
Value $986.00 Mil Turnover 10 %
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David Rolfe Latest News and Articles,

Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover
39 4 986,101 10.38 %
38 2 1,128,231 8.11 %
38 4 1,181,416 10.55 %
36 1 1,369,593 4.10 %
35 0 1,506,790 2.39 %
36 3 1,995,086 9.54 %
34 2 1,980,210 0.29 %
34 1 2,174,312 6.74 %
36 0 2,470,969 1.20 %
38 2 2,931,980 2.91 %
37 1 3,265,181 4.90 %
37 3 3,882,589 9.81 %
36 2 4,095,974 5.94 %
35 1 4,769,815 4.52 %
35 2 4,935,205 5.11 %
37 14 5,514,584 6.96 %
24 0 5,823,312 5.66 %
24 2 6,869,369 8.64 %
22 0 7,466,924 4.00 %
22 0 7,451,513 5.43 %
22 1 7,416,945 16.26 %
21 0 6,186,659 9.12 %
22 0 5,733,792 9.41 %
23 2 5,401,112 16.92 %
22 0 4,807,716 7.65 %
22 1 4,169,487 11.28 %
21 0 3,463,033 18.24 %
22 0 2,918,411 21.80 %
22 2 2,159,629 27.65 %
20 1 1,567,589 13.36 %
19 0 1,300,903 15.81 %
21 0 1,236,825 0.00 %

Top Ranked Articles

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Implications of the guru's hurdle rule
11 Votes
2366 Views    Grahamites    2019-11-08 17:19
8 Votes
5352 Views    GuruFocus    2015-09-04 21:55
6 Votes
2817 Views    Amber Harris    2015-05-08 22:32
Noted investor answers GuruFocus readers' questions about valuation, specific holdings and investing environment
6 Votes
915 Views    Holly LaFon    2018-12-28 21:13

Commentaries and Stories

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Investor's largest sales of the 4th quarter.
1 Votes
127 Views    Tiziano Frateschi    2020-02-19 17:09
Guru’s largest new position is in Bristol-Myers Squibb
0 Votes
298 Views    Sydnee Gatewood    2020-02-18 21:08
A review of the guru's original take on Google's parent company
0 Votes
165 Views    Bram de Haas    2020-01-13 21:56
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64 Views    Sydnee Gatewood    2020-01-13 16:09
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47 Views    Sydnee Gatewood    2020-01-13 16:08
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52 Views    Sydnee Gatewood    2020-01-13 16:08
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92 Views    Sydnee Gatewood    2020-01-13 16:07
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83 Views    Sydnee Gatewood    2020-01-13 16:06
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60 Views    Sydnee Gatewood    2020-01-13 16:06
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86 Views    Sydnee Gatewood    2020-01-13 16:05
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84 Views    Sydnee Gatewood    2020-01-13 16:04
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93 Views    Sydnee Gatewood    2020-01-13 16:04
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123 Views    Sydnee Gatewood    2020-01-13 16:03
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62 Views    Sydnee Gatewood    2020-01-13 16:03
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39 Views    Sydnee Gatewood    2020-01-13 16:02