Golden Door Asset
Census

Generalist · Bloomington, IL

State Farm Mutual Automobile Insurance CO

Q2 2019 · compared with Q1 2019

Software
$3.6B
Weight of 13F
4.4%
Names
6
Net bought
+$147M

Filed 12 August 2019 · SEC filing.

110 positions in the whole 13F.

Quarters on file

Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.

What moved the book

The five software lines with the largest share change this quarter.

Software held