Shared moves
| Stock | Move | Managers | Total | Largest |
|---|---|---|---|---|
| KOCoca-Cola Company | trimmed | 5 | -0.40 pp | Semper -0.23 pp |
| COPConocoPhillips | trimmed | 5 | +0.20 pp | Yacktman -0.38 pp |
| DXCDXC Technology Company | trimmed | 5 | -0.56 pp | Atlantic -0.62 pp |
| ECLEcolab, Inc. | trimmed | 5 | -1.90 pp | Jensen -1.15 pp |
| EMREmerson Electric Co. | trimmed | 5 | -0.50 pp | Jensen -0.34 pp |
| XOMExxon Mobil Corp | trimmed | 5 | -1.32 pp | Yacktman -0.85 pp |
| GWREGuidewire Software, Inc. | trimmed | 5 | -3.10 pp | D1 -2.78 pp |
| INTCIntel Corp | trimmed | 5 | +0.72 pp | Hillman -0.46 pp |
| LENLennar Corporation Class A | trimmed | 5 | -0.38 pp | Abrams Bison -0.75 pp |
| NOVNOV Inc. | trimmed | 5 | +0.32 pp | Oakmark -0.01 pp |
| PFEPfizer Inc. | trimmed | 5 | +0.14 pp | Brandes -0.06 pp |
| QRVOQorvo, Inc. | trimmed | 5 | -1.08 pp | Baupost -1.24 pp |
| SPGIS&P Global Inc. | trimmed | 5 | -0.86 pp | Vulcan -0.72 pp |
| SHWThe Sherwin-Williams Company | trimmed | 5 | -1.39 pp | Torray -1.33 pp |
| STTState Street Corporation | trimmed | 5 | +1.61 pp | Davis +0.05 pp |
| UPSUnited Parcel Service, Inc. Class B | trimmed | 5 | -1.67 pp | Vulcan -0.89 pp |
| MDTMedtronic plc | trimmed | 5 | -0.32 pp | Dodge & Cox -0.11 pp |
| WTWWillis Towers Watson Public Limited Company | trimmed | 5 | +0.56 pp | First Eagle -0.17 pp |
| AABAAltaba Inc. | exited | 6 | -18.24 pp | Appaloosa -7.98 pp |
| CELGCelgene Corp | exited | 5 | -29.79 pp | Abrams -18.77 pp |
| VIABViacom Inc. Class B | exited | 5 | -5.85 pp | Matrix -1.91 pp |
