The Motley Fool

SEPTEMBER 20, 2023

If you invested $10,000 in this top financial stock 10 years ago in 2013, you'd have more than $51,000 today. This increases the ownership stake of existing investors. There are numerous reasons for this, which I'll get to below, but the company's favorable traits have resulted in huge gains for shareholders over the years.

Investing 130

Investing Shareholders Stakes Returns 130

The Motley Fool

JULY 9, 2023

This is especially true of the asset management industry because of the enormous resources that individual investors and institutional investors such as pension funds and insurers have at stake. Having nearly tripled its quarterly dividend since 2013 to the current $5, the company has also handed out its share of payout hikes to shareholders.

Exchange-Traded Funds 130

Exchange-Traded Funds Asset Management Pension Funds Investing 130

Pension Pulse

NOVEMBER 30, 2023

Private Capital Journal reports CDPQ acquires significant minority stake in Solotech: CDPQ today announced it acquired a significant minority stake in Solotech, a global leader in audiovisual and entertainment technology. As stated in the press release, in 2013, Solotech gained three new strategic shareholders: Claridge Inc.,

Stakes 59

Stakes Education Shareholders Capital 59

The Motley Fool

APRIL 20, 2024

Great minds think alike Buffett made an intriguing revelation about his will to Berkshire Hathaway shareholders in his 2013 annual letter. Griffin's Citadel also has a stake in the Vanguard S&P 500 ETF. And both billionaires have pressed the easy button with one Vanguard ETF. The legendary investor added, "I suggest Vanguard's."

Hedge Funds 246

Hedge Funds Exchange-Traded Funds Conglomerates Stock Exchanges 246

The Motley Fool

APRIL 8, 2024

That situation added risk to Alibaba since Alibaba shares are not a direct ownership stake in the company. billion) in 2013 to 260 billion renminbi ($36 billion) in 2023, a 13-fold increase in 10 years. billion) in 2013 to 46 billion renminbi ($6.3 The problem directly affected the investment world in 2022 when U.S.

Companies 246

Companies Initial Public Offering Investors Stakes 246

The Motley Fool

MAY 7, 2024

billion on R&D since fiscal 2013 began. Although buybacks haven't grown in consecutive years like it's R&D expenses, Apple has spent considerably more repurchasing its stock in recent years than it did when it initiated its buyback program in 2013. 2013 : $22.95 Image source: Getty Images.

Investing 130

Investing Shareholders Public Companies Stakes 130

Private Equity Insights

APRIL 26, 2024

Founded in 2013 with the backing of tech entrepreneur Mike Lynch, Darktrace uses artificial intelligence to detect attacks and vulnerabilities inside IT networks rather than building barriers at the perimeter. Read more GTCR to Buy AssetMark Financial in $2.7bn Deal Private equity firm GTCR has agreed to pay $2.7

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Financing 130

The Motley Fool

MAY 8, 2024

Since the start of 2013, Apple has repurchased $674 billion worth of its common stock. Over time, these buybacks are incrementally increasing Berkshire's stake in the second-largest publicly traded company. Buffett commented that he sold the entire stake (more than 63.3 Last week, Apple increased its quarterly dividend by $0.01/share

Stakes 246

Stakes Shareholders Taxes Capital 246

The Motley Fool

MAY 3, 2024

The third reason Warren Buffett has no intention of parting ways with his company's massive stake in Apple is the company's top-tier management team. billion in dividend income annually to its shareholders, its board has green-lit the repurchase of $651 billion worth of its common stock since the start of 2013. Bank of America: $39.1

Portfolios 246

Portfolios Investing Banks Stakes 246

Pension Pulse

DECEMBER 12, 2023

The Montreal Gazette reports Rogers sells minority stake in Cogeco to CDPQ for $829 million: Rogers Communications announced Monday it has agreed to sell all its shares in Cogeco to the Caisse de dépôt et placement du Québec for $829 million in an effort to keep its investment-grade rating. Rogers held large stakes in Cogeco Inc.

Stakes 59

Stakes Leveraging Bidding Debt 59

The Motley Fool

APRIL 7, 2024

The hedge fund's stake in the e-commerce and cloud services leader was much larger then than it was at the end of September. He first initiated a position in the stock in the second quarter of 2013. However, he later built up Citadel's stake in Amazon again. The billionaire has more than tripled his investment in this AI stock.

Hedge Funds 130

Hedge Funds Investing Stakes Funds 130

Private Equity Wire

MAY 2, 2024

Boston-headquartered private equity firm Advent International has entered into discussions with the Government of Oman over a potential injection of fresh capital into state-owned OQ Chemicals in exchange for a majority stake in the company, according to a report by Bloomberg.

Private Equity Firms 91

Private Equity Firms Private Equity Firms Stakes Capital 91

The Motley Fool

NOVEMBER 25, 2023

Alibaba's founder, Jack Ma, reduced his stake Investors were already shocked by the decision to cancel the Alibaba Cloud spin-off. It didn't help that co-founder Jack Ma decided to reduce his stake in Alibaba at this sensitive time. by 2020 (his stake was 7.6% His ownership in Alibaba had already fallen to 4.8%

Prospects 242

Prospects Stakes Investors Companies 242

The Motley Fool

DECEMBER 22, 2023

At the end of the third quarter, the conglomerate's stake in VOO was worth slightly more than $17.5 Also, Buffett seemed to express his opinion in his 2013 letter to Berkshire Hathaway shareholders. In that 2013 letter, he emphasized that it's important to "keep your costs minimal." VOO certainly beats SPY on this front.

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Taxes Shareholders 246

The Motley Fool

MAY 22, 2024

Note, I've excluded the two index funds Berkshire Hathaway holds small stakes in -- the SPDR S&P 500 ETF and Vanguard S&P 500 ETF -- because index funds represent baskets of securities and aren't themselves stocks. It also doesn't hurt that Apple has repurchased a jaw-dropping $674 billion worth of its common stock since 2013 began.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

The Motley Fool

MAY 24, 2024

Despite stakes in 44 stocks and two exchange-traded funds, the vast majority of Berkshire's invested assets have been put to work in just a handful of Buffett's top ideas. Buffett justified paring down Berkshire's very much in-the-money stake in Apple by referencing historically low corporate income tax rates.

Portfolios 238

Portfolios Investing Banks Stakes 238

Pension Pulse

FEBRUARY 20, 2024

CPP Investments will remain an investor with a 24% stake in a newly formed open-ended logistics core fund, which will house KDV I’s stabilized assets. CPP Investments will remain an investor with a 24% stake in a newly formed open-ended logistics core fund, which will house KDV I’s stabilized assets.

Stakes 59

Stakes Pension Funds Investing Mergers and Acquisitions 59

The Motley Fool

AUGUST 14, 2023

It started out in Brazil in 2013 and has since expanded into Colombia and Mexico. However, Buffett's stake in Nu is somewhat unexpected. Berkshire Hathaway owns 9% of BYD and had an even larger stake in the past. At least, her Ark Invest ETFs own larger stakes in the three other stocks. automakers.

Stakes 246

Stakes Conglomerates Portfolios Banks 246

The Motley Fool

FEBRUARY 9, 2024

Lengthy books have been written that discuss some of his favorite investing philosophies, such as buying stakes in brand-name businesses with sustainable moats and holding these positions for lengthy periods. Despite Berkshire having stakes in 49 stocks , as of Sept. economy and investing. Berkshire Hathaway CEO Warren Buffett.

Portfolios 246

Portfolios Investing Banks Stakes 246

Pension Pulse

JANUARY 22, 2024

In 2013, LifeLabs became the country’s largest medical testing business – based on the number of tests it performs – when it purchased CML Healthcare Inc. In other news, the Canada Pension Plan Investment Board is selling a part of its stake in European software company Visma. CPP Investments will retain a ~2% stake in Visma.

Stakes 52

Stakes Investing Bidding Assets 52

Private Equity Insights

DECEMBER 4, 2023

The company was founded in 1996 in Sydney and sold a 50 per cent stake to Clark Perkins’ Mercury Capital in 2013. It then hired Lazard to quietly sell down a minority stake in the combined business. TPG owns a controlling stake in Novotech. Mercury exited four years later, selling to TPG for more than $300m.

Capital 130

Capital Initial Public Offering Stakes Funds 130

The Motley Fool

MARCH 10, 2024

However, the last time it added shares of the equipment manufacturer was back in the fourth quarter of 2013. The most recent transaction involving Caterpillar came in 2022 Q1, with the sale of roughly 24% of the foundation's stake in the company. The Gates Foundation has owned Caterpillar since the fourth quarter of 2005.

Portfolios 245

Portfolios Hedge Funds Investing Public Companies 245

The Motley Fool

APRIL 19, 2024

Despite Berkshire Hathway having stakes in 45 stocks and two index funds, nearly 43% of invested assets are tied up in Apple. billion in annual dividends to its shareholders and has repurchased $651 billion worth of its common stock since initiating a buyback program in 2013. Apple: $159,876,617,000 in market value (42.9%

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

MARCH 8, 2024

These traits include buying stakes in brand-name businesses with strong management teams, as well as investing with a long-term mindset. Even after Buffett and his team reduced their company's stake in Apple by roughly 1% during the December-ended quarter, it still accounts for 44% of invested assets. Image source: The Motley Fool.

Portfolios 264

Portfolios Investing Stakes Banks 264

The Motley Fool

AUGUST 23, 2023

Its 578,000-share/$42 million stake only makes up about 0.01% of the Berkshire Hathaway investment portfolio's present value; Buffett sold most of the position in 2013, shortly after the spinoff. Capital One Buffett is a big fan of credit card company stocks, owning stakes in Visa as well as Mastercard.

Stakes 245

Stakes Conglomerates Banks Capital 245

The Motley Fool

MARCH 24, 2024

But as much as Buffett likes Apple, Berkshire Hathaway has bigger stakes in other businesses as a percentage of their outstanding shares. DaVita Berkshire's stake in DaVita (NYSE: DVA) tops 41%. stake in Liberty SiriusXM Series A (NASDAQ: LSXMA) and a 25.9% stake in Liberty SiriusXM Series C (NASDAQ: LSXMK).

Conglomerates 100

Conglomerates Companies Stakes Shareholders 100

The Motley Fool

MARCH 15, 2024

Buffett and his aides dumped close to 78% of Berkshire's stake, compared to what was held on Sept. Keep in mind that selling 10 million shares only reduced Berkshire's stake in its top holding by 1.1%. billion of its own common stock since the start of 2013, which is tops among public companies. Horton in under nine months.

Stakes 243

Stakes Debt Education Portfolios 243

The Motley Fool

MARCH 29, 2024

This was originally a $10 billion stake, but Occidental has since redeemed $1.51 Even after Buffett and his aides pared down Berkshire's Apple stake by some 10 million shares during the fourth quarter, the nearly 905.6 Since initiating a buyback program in 2013, it has repurchased almost $651 billion worth of its common stock.

Banks 246

Banks Stakes Portfolios Public Companies 246

The Motley Fool

MAY 13, 2024

The "Oracle of Omaha" also pared back Berkshire's stake in Apple The Oracle of Omaha's selling didn't end with Paramount Global. Despite jettisoning around 13% of his company's stake in Apple, Warren Buffett still views the company as Berkshire's best business. He justified this reduction by pointing to corporate tax rates.

Investors 130

Investors Stakes Taxes Asset Management 130

The Motley Fool

JULY 18, 2023

Buffett liquidated his Verizon Communications (NYSE: VZ) position last year and closed out his AT&T (NYSE: T) stake in 2016, letting T-Mobile represent the future of wireless communications. Berkshire has owned Visa stock since 2013, adding and removing a few million shares over time. The stake is worth roughly $2.02

Stakes 245

Stakes Banks Financial Services Shareholders 245

The Motley Fool

JANUARY 12, 2024

of invested assets) Although Buffett's company entered the new year holding stakes in 49 stocks , it's plainly evident that portfolio concentration in top ideas is a key strategy. public companies ($15 billion/year), and it's repurchased around $600 billion worth of its common stock since the start of 2013.

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

APRIL 5, 2024

They're more likely to own real estate and stakes in privately owned companies. Although you would struggle to own a direct stake in most privately held corporations, you can easily own a piece of a private equity firm specifically built from the ground up to hold such companies. Consider a stake in Rithm Capital (NYSE: RITM) as well.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Investing 130

The Motley Fool

JULY 27, 2023

billion -- is the current value of Berkshire's stake in Chevron (NYSE: CVX). Berkshire also initiated a small stake (at least, a small one for Buffett) in Vitesse Energy (NYSE: VTS) in the first quarter. Earlier this month, Berkshire Hathaway Energy agreed to buy a 50% stake in a liquefied natural gas facility for $3.3

Stakes 187

Stakes Conglomerates Shareholders Companies 187

Private Equity Insights

DECEMBER 11, 2023

Ibra was named the best player in Italy’s Serie A three times (2008, 2009, 2011) and was named the best player in France’s Ligue 1 three times (2012, 2013, 2015). He was also Serie A’s top scorer in 2009 and 2012, Ligue 1’s top scorer in 2012, 2013 and 2015 and the all-time top scorer for the Swedish national team.

Stakes 162

Stakes Capital Portfolios Investing 162

The Motley Fool

JANUARY 19, 2024

billion stake. Since Berkshire's initial stake in Apple was opened during the first quarter of 2016, it's grown to almost 915.6 Apple is returning $15 billion in dividends to its shareholders each year and has repurchased more than $600 billion of its common stock since kicking off its buyback program in 2013.

Stakes 244

Stakes Shareholders Assets Accounting 244

The Motley Fool

FEBRUARY 21, 2024

International Business Machines is around 15% away from its all-time high from March 2013. Even crazier -- Intelligent Cloud in the first half of fiscal 2024 generated nearly the same operating income as all of Microsoft in fiscal 2013. Its revenue growth has nearly mirrored the increase in the Case-Shiller Home Price Index.

Consultants 246

Consultants Consulting Stakes Prospects 246

The Motley Fool

JANUARY 27, 2024

The results varied by year, of course, ranging from a 7% increase in 1986 to a 38% surge in 2013. Seeing the vast potential for generative AI, Microsoft dove in headfirst, taking a $13 billion stake in ChatGPT creator OpenAI. There's evidence that suggests it was the emergence of generative AI that fueled the market surge last year.

Stakes 262

Stakes Stock Market Stock Market Companies 262