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VREX · 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.
  • VREX
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterVREXCSCO
Q3 20201 holders, $635k27 holders, $12.0bn
Q4 20201 holders, $708k30 holders, $14.3bn
Q1 20212 holders, $9.0m30 holders, $16.3bn
Q2 20213 holders, $26m26 holders, $16.2bn
Q3 20212 holders, $46m28 holders, $17.4bn
Q4 20213 holders, $114m25 holders, $19.0bn
Q1 20221 holders, $35m32 holders, $15.9bn
Q2 20222 holders, $81m33 holders, $11.8bn
Q3 20222 holders, $85m36 holders, $11.2bn
Q4 20222 holders, $59m36 holders, $38.3bn
Q1 2023none listed holders, n.a.25 holders, $13.5bn
Q2 20231 holders, $473k26 holders, $13.2bn
Q3 20233 holders, $6.2m33 holders, $14.2bn
Q4 20232 holders, $7.0m26 holders, $12.5bn
Q1 20242 holders, $7.3m30 holders, $12.6bn
Q2 20242 holders, $6.2m31 holders, $12.2bn
Q3 20243 holders, $6.1m27 holders, $13.7bn
Q4 20242 holders, $4.9m38 holders, $17.6bn
Q1 20251 holders, $677k33 holders, $18.1bn
Q2 2025none listed holders, n.a.31 holders, $17.6bn
Q3 20251 holders, $9.6m25 holders, $16.3bn
Q4 20251 holders, $11m25 holders, $26.5bn
Q1 20261 holders, $12m28 holders, $31.9bn
Q2 20261 holders, $1.9m32 holders, $49.1bn
VREX

Varex Imaging Corp

Holders
2
Reported value
$7.3m
Buyers
2
Sellers
0

Breadth +2 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 31 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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