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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

4 changes from Charlie Munger (Daily Journal), filed 2024-10-10 for period end 2024-09-30.

$185.3M portfolio value
StockActionChangeCurrentPortfolio Impact
01609W102
Alibaba Group Holding Ltd
Increased$6.7M$20.7M3.59%
949746101
Wells Fargo & Co
Reduced-$4.1M$79.8M2.21%
902973304
US Bancorp
Increased$720,585$5.5M0.39%
60505104
Bank of America Corp
Reduced-$180,000$79.4M0.10%

Evidence

Related Cards

CM
Increased01609W102

Charlie Munger

Charlie Munger (Daily Journal) filed a 13F change in Alibaba Group Holding Ltd (01609W102) on 2024-10-10, covering period end 2024-09-30.

CM
Increased902973304

Charlie Munger

Charlie Munger (Daily Journal) filed a 13F change in US Bancorp (902973304) on 2024-10-10, covering period end 2024-09-30.

Charlie Munger (Daily Journal) disclosed reduced in Wells Fargo & Co | TradingNote AI