iMGP Oldfield International Value Fund
LITMAN GREGORY FUNDS TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Mar 31, 2024 → Jun 30, 2024

Expand a category to see the positions behind it, ranked by weight.

Security Shares Mar 2024 Shares Jun 2024 Δ shares End % Δ value
BREMBO SPA 0 133,915 133,915 4.46% $1.47M
Security Shares Mar 2024 Shares Jun 2024 Δ shares End % Δ value
BREMBO SPA 94,069 0 -94,069 0.00% -$1.21M
Security Shares Mar 2024 Shares Jun 2024 Δ shares End % Δ value
BT GROUP PLC 1,139,106 1,286,964 147,858 6.92% $704.64K
LLOYDS BANKING 2,883,396 3,160,864 277,468 6.63% $301.11K
HEINEKEN HLDG 20,797 23,419 2,622 5.60% $167.29K
ENI SPA 104,386 117,961 13,575 5.50% $162.15K
Fresenius SE & Company KGaA 55,726 56,539 813 5.12% $183.70K
KT&G CORP 23,147 26,152 3,005 5.08% $64.66K
SVENSKA HAN-A 156,090 175,218 19,128 5.06% $88.21K
MICHELIN 41,541 42,457 916 4.98% $48.47K
SIEMENS AG-REG 8,379 8,610 231 4.85% $634
CK HUTCHISON HOLDINGS LTD COMMON STOCK HKD1.0 274,500 333,500 59,000 4.84% $271.60K
SAMSUNG ELECTRONICS CO LTD 23,860 26,958 3,098 4.84% $164.09K
EASYJET PLC 231,160 249,495 18,335 4.37% -$223.80K
BABA-W 140,200 158,400 18,200 4.33% $171.72K
TESCO PLC 324,706 366,869 42,163 4.30% $201.99K
EAST JAPAN RAIL 45,000 50,800 5,800 2.55% -$20.74K
Security Shares Mar 2024 Shares Jun 2024 Δ shares End % Δ value
Sanofi SA 17,263 17,002 -261 4.96% -$58.05K
EXOR NV 15,826 15,477 -349 4.91% -$141.80K
HENKEL AG KGAA 25,115 16,172 -8,943 4.37% -$579.30K
Empresa Brasileira de Aeronautica S.A. (ADR) 89,000 51,579 -37,421 4.03% -$1.04M
LG H&H 3,091 3,059 -32 2.33% -$119.60K

No positions in this category.

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