BONNESS ENTERPRISES INC

WASHINGTON, DC How do I update this listing?

Bonness Enterprises is based out of Washington. Their last reported 13F filing for Q2 2020 included $156,079,000 in managed 13F securities and a top 10 holdings concentration of 65.9%. Bonness Enterprises's largest holding is Progressive Corp. with shares held of 595,608. Bonness Enterprises has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings

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06/30/2020

Top Sells

  • Name% Change

06/30/2020

13F Activity

  • Market Value $156.079 Million
  • Prior Market Value $138.385 Million
  • New Purchases0 stocks
  • Additional Purchases2 stocks
  • Sold out of0 stocks
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 65.90 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: 0.04 %
  • Time Held Top20:39.30 quarters
  • Time Held Top10:30.70 quarters
  • Time Held All:44.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 24.88%
Performance Last 4 Quarters: 6.4%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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