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FLEX · CSCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • FLEX
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterFLEXCSCO
Q3 202010 holders, $1.8bn27 holders, $12.0bn
Q4 202010 holders, $2.9bn30 holders, $14.3bn
Q1 202118 holders, $2.9bn30 holders, $16.3bn
Q2 202117 holders, $2.9bn26 holders, $16.2bn
Q3 202111 holders, $2.7bn28 holders, $17.4bn
Q4 202113 holders, $2.8bn25 holders, $19.0bn
Q1 202216 holders, $2.4bn32 holders, $15.9bn
Q2 202214 holders, $2.0bn33 holders, $11.8bn
Q3 202216 holders, $2.4bn36 holders, $11.2bn
Q4 202222 holders, $3.2bn36 holders, $38.3bn
Q1 202322 holders, $3.4bn25 holders, $13.5bn
Q2 202321 holders, $4.2bn26 holders, $13.2bn
Q3 202322 holders, $3.9bn33 holders, $14.2bn
Q4 202323 holders, $4.3bn26 holders, $12.5bn
Q1 202414 holders, $3.8bn30 holders, $12.6bn
Q2 202417 holders, $4.1bn31 holders, $12.2bn
Q3 202413 holders, $4.2bn27 holders, $13.7bn
Q4 202415 holders, $4.1bn38 holders, $17.6bn
Q1 202512 holders, $3.4bn33 holders, $18.1bn
Q2 202516 holders, $5.2bn31 holders, $17.6bn
Q3 202516 holders, $5.4bn25 holders, $16.3bn
Q4 202517 holders, $4.8bn25 holders, $26.5bn
Q1 202617 holders, $5.0bn28 holders, $31.9bn
Q2 202629 holders, $11.8bn32 holders, $49.1bn
FLEX

Flextronics Intl LTD

Holders
14
Reported value
$3.8bn
Buyers
6
Sellers
9

Breadth -3 among 93 comparable managers.

CSCO

Cisco Sys Inc

Holders
30
Reported value
$12.6bn
Buyers
14
Sellers
16

Breadth -2 among 93 comparable managers.

Who holds both, Q1 2024

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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