Trump-Election Stocks refer to securities closely associated with business dealings, political actions, or events related to Donald Trump. These stocks may benefit from Trump's potential win in the 2024 US presidential election.
Buffett halves its Apple holdings! In the second quarter, Berkshire Hathaway cleared its position in Snowflake, increased shareholding in Occidental Petroleum, and unexpectedly established a position in cosmetic stocks.
In Q2, Berkshire Hathaway reduced its holdings of the top-heavy stock Apple by nearly 0.39 billion shares, valued at 82 billion USD; cleared out 6.12 million shares of Snowflake, valued at 0.84 billion USD; the fifth largest holding Chevron reduced its holdings by 4.37 million shares, valued at 0.68 billion USD; the stock with the largest increase was the sixth largest holding Occidental Petroleum, with an increase of 7.26 million shares, valued at nearly 0.46 billion USD, far beyond the 4.3 million shares increased in the first quarter, followed by Chubb Ltd, which increased its holdings by more than 1.1 million shares; Ulta Beauty, a new makeup company, entered the market with 0.69 million shares.
3G Capital Top Q2 Moves Include Cutting Meta, New Stakes in Uber, MercadoLibre, Carvana
Renaissance Technologies Top Q2 Buys/sells Include BofA, AMD, Netflix, Others
The 'Battleground' Stocks Shorted by Hedge Funds but Owned by Many Long-only Portfolios
Starboard Value Reduces Stake in GoDaddy, Increases Salesforce, Others in Q2
Bridgewater Adds to Amazon, Microsoft, Exits Intel, Devon, Others in Q2