SEC 13F Intelligence

Private Asset Management Inc / COST

Private Asset Management Inc’s Costco Wholesale Corporation Position

Does Private Asset Management Inc own Costco Wholesale Corporation (COST)? Yes32.3K shares worth $18M (+4.28% of its 13F portfolio) as of Q3 2023, down from 38.1K shares the prior filed quarter.

Position Value
$18M
Q3 2023
Shares
32.3K
% of Portfolio
+4.28%
Quarters Held
20
currently held

Position History COST

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $13MQ2 ’19: $15MQ3 ’19: $16MQ3 ’19Q4 ’19: $16MQ1 ’20: $15MQ2 ’20: $16MQ2 ’20Q3 ’20: $19MQ4 ’20: $19MQ1 ’21: $19MQ1 ’21Q2 ’21: $21MQ3 ’21: $24MQ4 ’21: $30MQ4 ’21Q1 ’22: $29MQ2 ’22: $24MQ3 ’22: $23MQ3 ’22Q4 ’22: $21,684Q1 ’23: $24MQ2 ’23: $21MQ2 ’23Q3 ’23: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202332.3K$18M+4.28%
Q2 202338.1K$21M+3.94%
Q1 202348.5K$24M+3.97%
Q4 202247.5K$21,684+3.68%
Q3 202248.5K$23M+4.05%
Q2 202249.0K$24M+3.82%
Q1 202249.5K$29M+3.86%
Q4 202152.1K$30M+3.63%
Q3 202152.5K$24M+3.22%
Q2 202153.0K$21M+2.80%
Q1 202153.1K$19M+2.62%
Q4 202051.6K$19M+2.91%
Q3 202052.4K$19M+3.10%
Q2 202052.6K$16M+2.84%
Q1 202052.8K$15M+3.17%
Q4 201952.8K$16M+2.53%
Q3 201954.2K$16M+2.70%
Q2 201955.2K$15M+2.49%
Q1 201955.5K$13M+2.39%
Q4 201855.8K$11M+2.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Private Asset Management Inc’s full portfolio or all institutional holders of COST.