WEDGEWOOD INVESTORS INC

HTTP://WEDGEWOODINVESTORS.COM ERIE, PA Investment Advisor How do I update this listing?

Wedgewood Investors is based out of Erie. Wedgewood Investors is a large advisory firm with 300 clients and discretionary assets under management (AUM) of $210,203,670 (Form ADV from 2021-03-29). Their last reported 13F filing for Q2 2021 included $79,414,000 in managed 13F securities and a top 10 holdings concentration of 38.07%. Wedgewood Investors's largest holding is Erie Indemnity Co, Class A with shares held of 50,842. Whalewisdom has at least 85 13F filings

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06/30/2021

13F Activity

  • Market Value $79.414 Million
  • Prior Market Value $80.048 Million
  • New Purchases0 stocks
  • Additional Purchases1 stock
  • Sold out of4 stocks
  • Reduced holdings in39 stocks
  • Top 10 Holdings % 38.07 %
  • Turnover % [1]:4.30%
  • Turnover Alt % [2]: 0.03 %
  • Time Held Top20:13.80 quarters
  • Time Held Top10:11.00 quarters
  • Time Held All:26.27 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.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 5.36%
Performance Last 4 Quarters: 21.54%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WEDGEWOOD INVESTORS INC
100 STATE STREET, SUITE 506
ERIE PA    16507-1466
Country: United States

Business Phone: [814]456-3651
Fax: [814]459-9343
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 1,093,460
Total Number of Clients: 300
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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WEDGEWOOD INVESTORS INC

ownership team - last updated 2021-03-29
Name Title Start Date Direct/Indirect % Ownership
TEED, DANIEL, JOSEPH PRESIDENT AND CCO 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEDGEWOOD INVESTORS INC INVESTMENT MANAGER direct 2008-04-01
WEDGEWOOD INVESTORS INC PRESIDENT AND CHIEF COMPIANCE OFFICER direct 2011-01-01
WEDGEWOOD INVESTORS INC PRESIDENT AND CCO direct 2011-01-01
TEED, DANIEL, JOSEPH PRESIDENT AND CCO 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEDGEWOOD INVESTORS INC INVESTMENT MANAGER direct 2008-04-01
WEDGEWOOD INVESTORS INC PRESIDENT AND CHIEF COMPIANCE OFFICER direct 2011-01-01
WEDGEWOOD INVESTORS INC PRESIDENT AND CCO direct 2011-01-01

WEDGEWOOD INVESTORS INC

ownership team - last updated 2020-06-18
Name Title Start Date Direct/Indirect % Ownership
TEED, DANIEL, JOSEPH PRESIDENT AND CCO 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEDGEWOOD INVESTORS INC INVESTMENT MANAGER direct 2008-04-01
WEDGEWOOD INVESTORS INC PRESIDENT AND CHIEF COMPIANCE OFFICER direct 2011-01-01
WEDGEWOOD INVESTORS INC PRESIDENT AND CCO direct 2011-01-01

WEDGEWOOD INVESTORS INC

ownership team - last updated 2020-03-24
Name Title Start Date Direct/Indirect % Ownership

WEDGEWOOD INVESTORS INC

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
TEED, DANIEL, JOSEPH PRESIDENT AND CCO 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEDGEWOOD INVESTORS INC INVESTMENT MANAGER direct 2008-04-01
WEDGEWOOD INVESTORS INC PRESIDENT AND CHIEF COMPIANCE OFFICER direct 2011-01-01
WEDGEWOOD INVESTORS INC PRESIDENT AND CCO direct 2011-01-01

WEDGEWOOD INVESTORS INC

ownership team - last updated 2017-03-22
Name Title Start Date Direct/Indirect % Ownership
TEED, DANIEL, JOSEPH PRESIDENT AND CCO 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEDGEWOOD INVESTORS INC INVESTMENT MANAGER direct 2008-04-01
WEDGEWOOD INVESTORS INC PRESIDENT AND CHIEF COMPIANCE OFFICER direct 2011-01-01
WEDGEWOOD INVESTORS INC PRESIDENT AND CCO direct 2011-01-01

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