Latest DAILY JOURNAL CORP Stock Portfolio
DAILY JOURNAL CORP Performance:
2024 Q3: -1.95%YTD: 12.66%2023: 7.81%
Performance for 2024 Q3 is -1.95%, and YTD is 12.66%, and 2023 is 7.81%.
About DAILY JOURNAL CORP and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, DAILY JOURNAL CORP reported an equity portfolio of $185.3 Millions as of 30 Sep, 2024.
The top stock holdings of DAILY JOURNAL CORP are WFC, BAC, BABA. The fund has invested 43.1% of it's portfolio in WELLS FARGO & CO and 42.8% of portfolio in BANK OF AMERICA CORP.
The top stock holdings of DAILY JOURNAL CORP are WFC, BAC, BABA. The fund has invested 43.1% of it's portfolio in WELLS FARGO & CO and 42.8% of portfolio in BANK OF AMERICA CORP.
DAILY JOURNAL CORP Annual Return Estimates Vs S&P 500
Our best estimate is that DAILY JOURNAL CORP made a return of -1.95% in the last quarter. In trailing 12 months, it's portfolio return was 33.4%.
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Sector Distribution
DAILY JOURNAL CORP has about 88.8% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 88.8 |
| Others | 11.2 |
Market Cap. Distribution
DAILY JOURNAL CORP has about 88.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 46 |
| MEGA-CAP | 42.8 |
| UNALLOCATED | 11.2 |
Stocks belong to which Index?
About 88.8% of the stocks held by DAILY JOURNAL CORP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 88.8 |
| Others | 11.2 |
DAILY JOURNAL CORP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of DAILY JOURNAL CORP
DAILY JOURNAL CORP has 4 stocks in it's portfolio. WFC proved to be the most loss making stock for the portfolio. USB was the most profitable stock for DAILY JOURNAL CORP last quarter.
Last Reported on: 11 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BABA | alibaba group holding ltd | 11.16 | 195,000 | 20,693,400 | unchanged | 0.00 | ||
| BAC | bank of america corp | 42.82 | 2,000,000 | 79,360,000 | unchanged | 0.00 | ||
| USB | us bancorp | 2.95 | 119,500 | 5,464,740 | unchanged | 0.00 | ||
| WFC | wells fargo & co | 43.07 | 1,413,000 | 79,820,400 | unchanged | 0.00 | ||