The fund is a subsidiary of the Vanguard Equity Investment Group and has been managed by Donald M. Butler since 2016. 4 As of Q1 2021, the fund is Qualcomm's second-largest mutual fund holder with 22.6 million shares, or just under 2%, of the company.
| Mutual fund | Stake | Total value ($) |
|---|---|---|
| Pershing Square Holdings Ltd. | 6.93% | 1,072,704,588 |
| American Funds Fundamental Invest... | 3.79% | 587,565,173 |
| American Funds Income Fund of Ame... | 3.31% | 513,235,100 |
| American Funds Capital World Grow... | 1.65% | 255,390,781 |
Is QSR a good stock to buy?
The financial health and growth prospects of QSR, demonstrate its potential to perform inline with the market. It currently has a Growth Score of B. Recent price changes and earnings estimate revisions indicate this would not be a good stock for momentum investors with a Momentum Score of D.
Is QSR an ETF?
Under the Popeyes brand, Co. operates in the chicken category of the quick service segment of the restaurant industry. Restaurant Brands (QSR) is likely to benefit from a rise in comparable sales, unit growth and menu innovation....ETFQSREPS2.6913 more rows
Is there a fast food index fund?
The AdvisorShares Restaurant ETF, launched in 2021, is the only ETF solely focused on investing in the restaurant and food industry. The ETF's holdings include restaurants, bars, pubs, fast-food, takeout facilities, and food catering services.
What ETF has McDonald's?
The largest ETF holder of MCD is the SPDR S&P 500 ETF Trust (SPY), with approximately 7.93M shares. Investors may also find of interest that the ETF with the largest allocation to MCD stock is Amplify CWP Enhanced Dividend Income ETF (DIVO), with a portfolio weight of 5.92%.
New and Sold Out Positions
Nasdaq provides the ownership stake information in a company, including the number of shares held by those institutions in a firm, along with recent purchases and sales information.
About Institutional Holdings
Nasdaq provides the ownership stake information in a company, including the number of shares held by those institutions in a firm, along with recent purchases and sales information.
What is QQQ Trust?
The Invesco QQQ Trust tracks the Nasdaq 100 Index, which includes 100 of the largest domestic and international non-financial companies listed on the Nasdaq in terms of market capitalization, concentrat ed in the technology sector . QQQ is structured as a unit investment trust ( UIT) which offers a fixed portfolio as redeemable units to investors. The top holdings for QQQ include Apple, Microsoft, and Amazon. Qualcomm appears 17th, but with 14.3 million shares it makes up 1.26% of QCOM shares outstanding. 6
What is Vanguard 500 index fund?
companies. The fund is a subsidiary of the Vanguard Equity Investment Group and has been managed by Donald M. Butler since 2016.
What is VTSAX fund?
The Vanguard Total Stock Market Index Fund (VTSAX) was launched in 1992 to give investors broad exposure to the entire U.S. equity market. 2 The fund is a subsidiary of the Vanguard Equity Investment Group and has been managed by Gerard C. O'Reilly since December 1994. 3 As of Q1 2021, the fund has about 31.9 million shares of Qualcomm, or about 2.8%, making it the company's single-largest mutual fund holder.
When will Qualcomm report earnings?
Qualcomm reported Q4 2020 earnings on November 4, 2020. 1 The telecommunications giant reported $8.3 billion in revenues this quarter, compared to $4.8 billion over the same period last year. The four largest mutual fund holders of Qualcomm (Reported as of Q1 2021) Holder. Shares.
What happens if a mutual fund is overvalued?
For starters, keep in mind that a mutual fund is just a basket of stocks. If the stocks in the fund are overvalued and begin to decline, then the mutual fund will follow suit. So, to get a handle on valuations and your mutual fund, you need to check out the standard valuation measures as they pertain to the stocks in your fund.
What is unit investment trust?
Like a mutual fund, a unit investment trust is a portfolio of stocks, bonds or both; however, it is a fixed portfolio of securities with a finite life. Think of a UIT as an index fund that has an expiration date. But UITs don't necessarily track indices.
What is a focused fund?
A focused fund, with only about 20 or so stocks, or a sector fund is going have heavier weightings in certain areas and may not recover as quickly if that part of the market goes south. Of course, a focused or sector fund could have a place in a broader portfolio. That just goes back to spreading your bets around.
Who said "There is a tool out there where you plug in the 20 stocks you like and it spit
Is there a tool out there where you plug in the 20 stocks you like and it spits out the mutual funds that most closely resemble your picks? -- Bruce Carton
Does Morningstar have a fund screening tool?
Morningstar's site offers an advanced fund screening tool, for which you have to pay a premium. The tool allows you to search for funds using numerous parameters, including sectors and regional exposure. But you cannot hunt for funds based on their specific stock holdings.
Can you hunt for mutual funds based on their stocks?
But you cannot hunt for funds based on their specific stock holdings. Morningstar's site, like many others on the Internet, delivers the top 10 holdings of mutual funds. But combing through the stocks of each fund to find the ones you want is probably not what you had in mind.
Do Treasury futures require capital commitment?
As long as you know what you're doing, options on Treasury futures aren't beyond the reach of most investors. The futures themselves require a major capital commitment. The Treasury bond contract, for example, closed at 120 30/32 yesterday, with each price point equal to $1,000, for a total of nearly $121,000.
Is a corporate bond fund riskier than a stock fund?
While corporate bond funds are riskier than funds that only hold government-issued bonds, they are still less risky than stock funds. 2 . 4. Money Market Funds. When it comes to avoiding recessions, bonds are certainly popular, but they aren't the only game in town.
Can you abandon the stock market?
Contrary to popular belief, seeking shelter during tough times doesn't necessarily mean abandoning the stock market altogether. While investors stereotypically think of the stock market as a vehicle for growth, share price appreciation isn't the only game in town when it comes to making money in the stock market. For example, mutual funds focused on dividends can provide strong returns with less volatility than funds that focus strictly on growth.
Do hedge funds have risk?
Hedge funds typically use dozens of different strategies, so it isn't accurate to say that hedge funds just hedge risk. In fact, because hedge fund managers make speculative investments, these funds can carry more risk than the overall market.
