彭博社分析的数据显示,7月,恒康disciplined value基金在投资组合中新增了康明斯公司,并清仓了联合健康集团的持仓。该基金披露的持仓规模变动不大,为178亿美元。重点信息:增持纽蒙特公司;减持凯洛格・布朗・鲁特公司;摩根大通是其最大投资标的,占披露资产的4.5%。三笔新增买入:康明斯:418,931股,价值1.54亿美元;联邦快递:605,552股,价值1.353亿美元;艾昆纬:714...
Source Link彭博社分析的数据显示,7月,恒康disciplined value基金在投资组合中新增了康明斯公司,并清仓了联合健康集团的持仓。该基金披露的持仓规模变动不大,为178亿美元。重点信息:增持纽蒙特公司;减持凯洛格・布朗・鲁特公司;摩根大通是其最大投资标的,占披露资产的4.5%。三笔新增买入:康明斯:418,931股,价值1.54亿美元;联邦快递:605,552股,价值1.353亿美元;艾昆纬:714...
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