Harry Burn - Sound Shore

History Stock Activity Share change % change to portfolio ▼
Q2  2021
≡ PFE - Pfizer Inc. Add 17.29% 133,050 0.42
≡ XRAY - DENTSPLY SIRONA Inc. Add 15.40% 73,250 0.37
≡ VST - Vistra Corp. Add 8.53% 187,450 0.28
≡ WAB - WABTEC Corp. Reduce 9.91% 36,150 0.24
≡ MS - Morgan Stanley Reduce 6.17% 27,350 0.20
≡ FI - Fiserv Inc. Add 7.05% 22,400 0.19
≡ HSIC - Henry Schein Inc. Reduce 6.86% 32,250 0.19
≡ LEN - Lennar Corp. Reduce 8.43% 22,600 0.18
≡ CAG - Conagra Brands Inc. Add 6.69% 58,200 0.17
≡ ELV - Elevance Health Inc. Reduce 6.07% 4,800 0.15
≡ ETN - Eaton Corp. Reduce 7.30% 12,050 0.14
≡ MGA - Magna International Inc. Reduce 3.10% 12,450 0.09
Q1  2021
≡ VST - Vistra Corp. Buy 2,196,550 3.25
≡ C - Citigroup Inc. Reduce 52.00% 368,600 2.24
≡ VZ - Verizon Communications Buy 447,700 2.18
≡ APTV - Aptiv PLC Sell 100.00% 178,800 2.07
≡ VNT - Vontier Corp. Buy 797,250 2.02
≡ AMAT - Applied Materials Sell 100.00% 255,500 1.96
≡ COF - Capital One Financial Reduce 34.83% 173,400 1.84
≡ WMT - Walmart Inc. Sell 100.00% 385,050 1.65
≡ BAC - Bank of America Corp. Reduce 30.40% 504,950 1.63
≡ BRK.B - Berkshire Hathaway CL B Add 52.25% 60,715 1.30
≡ MS - Morgan Stanley Reduce 29.22% 182,850 1.19
≡ FI - Fiserv Inc. Add 28.76% 71,000 0.71
≡ SIVBQ - SVB Financial Group Reduce 25.81% 15,460 0.64
≡ MGA - Magna International Inc. Reduce 16.60% 79,950 0.59
≡ HSIC - Henry Schein Inc. Add 24.99% 94,050 0.54
≡ CAG - Conagra Brands Inc. Add 23.18% 163,700 0.51
≡ BKNG - Booking Holdings Inc. Reduce 20.35% 2,620 0.51
≡ CMCSA - Comcast Corp. Reduce 16.13% 106,700 0.48
≡ LEN - Lennar Corp. Reduce 17.04% 55,050 0.47
≡ ST - Sensata Technologies Holding Reduce 14.19% 95,750 0.46
≡ FLEX - Flex Ltd. Add 11.96% 262,300 0.40
≡ PRGO - Perrigo Co. Add 13.38% 104,000 0.35
≡ EOG - EOG Resources Reduce 10.78% 54,650 0.33
≡ NXPI - NXP Semiconductors NV Reduce 10.57% 15,650 0.26
≡ PFE - Pfizer Inc. Add 11.87% 81,650 0.25
≡ BX - Blackstone Group Reduce 10.26% 38,900 0.24
≡ XRAY - DENTSPLY SIRONA Inc. Reduce 8.29% 43,000 0.23
≡ IP - International Paper Reduce 8.35% 47,650 0.22
≡ CI - Cigna Group Reduce 4.79% 10,050 0.20
≡ WHR - Whirlpool Corp. Add 8.95% 8,700 0.16
≡ CB - Chubb Limited Add 6.62% 10,200 0.13
≡ ELV - Elevance Health Inc. Add 2.81% 2,160 0.06
≡ ORCL - Oracle Corp. Add 1.19% 7,100 0.04
Q4  2020
≡ CAG - Conagra Brands Inc. Buy 706,300 2.28
≡ ELV - Elevance Health Inc. Buy 76,880 2.20
≡ TMO - Thermo Fisher Scientific Sell 100.00% 47,350 2.03
≡ LRCX - Lam Research Sell 100.00% 56,660 1.82
≡ SIVBQ - SVB Financial Group Reduce 43.94% 46,960 1.62
≡ CB - Chubb Limited Reduce 42.89% 115,700 1.58
≡ AMAT - Applied Materials Reduce 44.21% 202,450 1.55
≡ NXPI - NXP Semiconductors NV Reduce 34.82% 79,050 1.12
≡ ETN - Eaton Corp. Reduce 37.63% 99,600 1.07
≡ APTV - Aptiv PLC Reduce 31.59% 82,550 0.96
≡ BX - Blackstone Group Reduce 26.08% 133,750 0.77
≡ MRK - Merck & Co. Add 28.60% 98,000 0.71
≡ ORCL - Oracle Corp. Reduce 17.17% 123,600 0.71
≡ MS - Morgan Stanley Reduce 14.66% 107,500 0.66
≡ PFE - Pfizer Inc. Reduce 21.92% 193,100 0.63
≡ BAC - Bank of America Corp. Add 13.42% 196,600 0.53
≡ BKNG - Booking Holdings Inc. Reduce 16.80% 2,600 0.51
≡ FLEX - Flex Ltd. Add 16.23% 306,350 0.49
≡ ELAN - Elanco Animal Health Inc. Reduce 17.83% 169,750 0.46
≡ WHR - Whirlpool Corp. Reduce 20.52% 25,100 0.40
≡ CMCSA - Comcast Corp. Reduce 10.05% 73,900 0.35
≡ UNH - United Health Group Inc. Reduce 15.71% 11,200 0.35
≡ WMT - Walmart Inc. Reduce 16.47% 75,900 0.33
≡ GOOGL - Alphabet Inc. Reduce 15.93% 41,000 0.32
≡ ST - Sensata Technologies Holding Reduce 9.03% 66,950 0.31
≡ MGA - Magna International Inc. Reduce 9.29% 49,350 0.31
≡ Y-OLD - Alleghany Corp. Add 8.49% 5,075 0.27
≡ FI - Fiserv Inc. Add 10.97% 24,400 0.25
≡ EOG - EOG Resources Reduce 9.12% 50,900 0.23
≡ CTRA - Coterra Energy Inc. Add 9.58% 129,100 0.19
≡ XRAY - DENTSPLY SIRONA Inc. Reduce 6.89% 38,400 0.18
≡ WAB - WABTEC Corp. Reduce 6.66% 26,050 0.17
≡ LEN - Lennar Corp. Add 6.92% 20,900 0.14
≡ PRGO - Perrigo Co. Add 4.88% 36,200 0.14
≡ HSIC - Henry Schein Inc. Add 4.98% 17,850 0.11
≡ BRK.B - Berkshire Hathaway CL B Reduce 4.13% 5,000 0.10
≡ IP - International Paper Add 2.09% 11,650 0.05
Q3  2020
≡ MDLZ - Mondelez International Sell 100.00% 448,250 2.29
≡ FI - Fiserv Inc. Buy 222,500 2.23
≡ IP - International Paper Buy 558,750 2.20
≡ VZ - Verizon Communications Sell 100.00% 374,400 2.07
≡ FLEX - Flex Ltd. Buy 1,887,300 2.04
≡ EOG - EOG Resources Buy 557,850 1.95
≡ WHR - Whirlpool Corp. Reduce 44.03% 96,200 1.71
≡ BKNG - Booking Holdings Inc. Add 144.86% 9,155 1.52
≡ SIVBQ - SVB Financial Group Reduce 34.42% 56,085 1.31
≡ BRK.B - Berkshire Hathaway CL B Reduce 33.84% 62,000 1.28
≡ CI - Cigna Group Add 58.58% 77,445 1.27
≡ CMCSA - Comcast Corp. Reduce 25.35% 249,800 1.12
≡ LRCX - Lam Research Reduce 37.01% 33,290 1.07
≡ BX - Blackstone Group Add 66.97% 205,700 1.04
≡ MRK - Merck & Co. Reduce 26.92% 126,200 1.02
≡ LEN - Lennar Corp. Reduce 27.78% 116,250 0.92
≡ ELAN - Elanco Animal Health Inc. Reduce 26.13% 336,600 0.91
≡ CB - Chubb Limited Add 26.23% 56,050 0.63