SEC 13F Intelligence

Managers / Q1 2020

Xact Kapitalforvaltning AB

CIK 0001677440 · BLASIEHOLMSTORG 12, STOCKHOLM, V7, 10670 · 004687011000

Reported Value
$4.7B
Q1 2020
Positions
1,310
Filings on Record
6
2019–present window
Filed
May 14, 2020
original filing

Summary

Xact Kapitalforvaltning Ab reported $4.7B in U.S.-listed holdings across 1,310 positions for Q1 2020.

Its largest position, MSFT, represents 5.6% of the portfolio.

Compared with Q4 2019, the fund opened 2 new positions and exited 100.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $3.9BQ4 ’18Q1 ’19: $4.4BQ1 ’19Q2 ’19: $4.9BQ2 ’19Q3 ’19: $5.3BQ3 ’19Q4 ’19: $5.9BQ4 ’19Q1 ’20: $4.7BQ1 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 89.4%Other: 4.3%REIT: 3.9%ADR: 2.3%Tracking Stk: 0.1%Other: 0.0%
  • Common Stock · 89.4% · $4.2B
  • Other · 4.3% · $204M
  • REIT · 3.9% · $182M
  • ADR · 2.3% · $109M
  • Tracking Stk · 0.1% · $3M
  • Other · 0.0% · $655,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2020$4.7B1,310May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$5.9B1,408Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$5.3B1,429Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$4.9B1,437Jul 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$4.4B1,442May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$3.9B1,494Jan 31, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.