FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND
Institutional investor · Portfolio as of Q4 2019
Top Holdings617 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.3M | $390.9M | 4.8% | $38.95 | +81.41% | 5 qtrssince 2018-Q4 | Increased 57 |
MICROSOFT CORP | 2.1M | $329.9M | 4.1% | $97.43 | +53.57% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 121,219 | $224M | 2.8% | $77.11 | +19.75% | 5 qtrssince 2018-Q4 | Increased 53 |
ISHARES CORE MSCI EMERGING | 2.7M | $145.9M | 1.8% | $38.75 | +17.24% | 5 qtrssince 2018-Q4 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 698,357 | $143.3M | 1.8% | $139.98 | +45.01% | 5 qtrssince 2018-Q4 | Increased 48 |
JPMORGAN CHASE & CO | 927,461 | $129.3M | 1.6% | $80.08 | +46.06% | 5 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 91,933 | $122.9M | 1.5% | $52.94 | +25.27% | 5 qtrssince 2018-Q4 | Increased 48 |
ALPHABET INC-CL A | 87,629 | $117.4M | 1.4% | $53.32 | +24.69% | 5 qtrssince 2018-Q4 | Increased 48 |
JOHNSON & JOHNSON | 769,236 | $112.2M | 1.4% | $106.82 | +14.89% | 5 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 506,437 | $95.2M | 1.2% | $128.98 | +38.80% | 5 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 754,843 | $94.3M | 1.2% | $77.55 | +35.68% | 5 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 2.6M | $91.2M | 1.1% | $21.15 | +43.47% | 5 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 1.2M | $86M | 1.1% | $51.00 | +2.42% | 5 qtrssince 2018-Q4 | Increased 48 |
VEONEER INCORPORATED | 5.5M | $85.9M | 1.1% | — | — | 3 qtrssince 2019-Q2 | Unchanged 0 |
AT&T INC | 2.1M | $83.1M | 1.0% | $13.31 | +43.28% | 5 qtrssince 2018-Q4 | Increased 48 |
UNITEDHEALTH GROUP INC | 276,166 | $81.2M | 1.0% | $221.08 | +20.53% | 5 qtrssince 2018-Q4 | Increased 43 |
MASTERCARD INC - A | 261,633 | $78.1M | 1.0% | $187.31 | +53.44% | 5 qtrssince 2018-Q4 | Decreased 0 |
WALT DISNEY CO/THE | 531,404 | $76.9M | 0.9% | $104.92 | +33.87% | 5 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.2M | $74.2M | 0.9% | $37.71 | +13.27% | 5 qtrssince 2018-Q4 | Increased 43 |
COCA-COLA CO/THE | 1.3M | $72M | 0.9% | $38.07 | +20.77% | 5 qtrssince 2018-Q4 | Decreased 0 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND manages $8.1B across 617 positions as of Q4 2019. Top holdings: AAPL (4.8%), MSFT (4.1%), AMZN (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 24 new positions, 22 exits, 295 increased. Top move: AAPL (INCREASED, conviction 57). Portfolio: $8.1B across 617 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer