# What value investors bought and sold in Q4 2013 | moatshark

In Q4 2013, 28 value investors filed 13Fs. The most popular buy was Apple, added to by 6 managers, followed by Berkshire Hathaway and Oracle.

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Apple (AAPL) | 6 | 0 | $503m |
| Berkshire Hathaway (BRK.B) | 6 | 0 | $112m |
| Graham Holdings (GHC) | 5 | 5 | $1.6bn |
| Oracle (ORCL) | 5 | 0 | $390m |
| Wal-Mart Stores (WMT) | 5 | 0 | $229m |
| Exxon Mobil (EXMOC) | 4 | 0 | $118m |
| Visa (V) | 4 | 0 | $102m |
| National Oilwell Varco (NOV) | 4 | 0 | $71.1m |
| Wells Fargo & Company (WFC) | 4 | 1 | $57.0m |
| Halliburton (HAL) | 4 | 1 | $51.9m |
| Philip Morris International (PM) | 4 | 0 | $48.3m |
| Microsoft (MSFT) | 4 | 0 | $41.3m |
| Schlumberger (SLB) | 4 | 1 | $41.2m |
| Pepsico (PEP) | 4 | 0 | $13.4m |
| Intel (INTC) | 4 | 0 | $7.1m |
| UnitedHealth Group (UNH) | 3 | 0 | $441m |
| Liberty Global (LBTYA) | 3 | 1 | $286m |
| General Electric (GE) | 3 | 0 | $284m |
| HP (HPQ) | 3 | 1 | $259m |
| Bank of America (BAC) | 3 | 2 | $209m |
| EMC Corp Mass | 3 | 1 | $141m |
| General Motors (GM) | 3 | 0 | $124m |
| Alphabet (GOOG) | 3 | 0 | $120m |
| Dresser-Rand Group (DRC) | 3 | 1 | $51.3m |
| Comcast (CMCSA) | 3 | 1 | $40.3m |
| Walt Disney (DIS) | 3 | 1 | $31.9m |
| Mondelez International (MDLZ) | 3 | 1 | $29.4m |
| Omnicom Group (OMC) | 3 | 1 | $25.4m |
| Grupo Televisa (TV) | 3 | 0 | $23.1m |
| WellPoint | 3 | 0 | $13.4m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Mastercard (MA) | 8 | 0 | $71.2m |
| American Express (AXP) | 7 | 0 | $292m |
| Goldman Sachs Group (GS) | 6 | 0 | $68.0m |
| Washington Post - | 5 | 5 | $1.4bn |
| Johnson & Johnson (JNJ) | 5 | 0 | $249m |
| Charles Schwab (SCHW) | 5 | 1 | $193m |
| BNY (BK) | 5 | 0 | $169m |
| Alphabet (GOOG) | 5 | 0 | $105m |
| Berkshire Hathaway (BRK.B) | 5 | 0 | $82.7m |
| Diageo (DEO) | 5 | 0 | $13.9m |
| 3M Company (MMM) | 5 | 1 | $8.1m |
| Comcast (CMCSA) | 4 | 0 | $347m |
| ConocoPhillips (COP) | 4 | 0 | $180m |
| Coca-Cola (KO) | 4 | 0 | $160m |
| Loews (L) | 4 | 0 | $151m |
| Bank of America (BAC) | 4 | 1 | $79.2m |
| Walt Disney (DIS) | 4 | 0 | $78.1m |
| General Electric (GE) | 4 | 0 | $69.0m |
| Visa (V) | 4 | 0 | $39.2m |
| Microsoft (MSFT) | 4 | 0 | $32.4m |
| Wal-Mart Stores (WMT) | 4 | 0 | $11.5m |
| FedEx (FDX) | 3 | 0 | $725m |
| Occidental Petroleum (OXY) | 3 | 0 | $253m |
| Mosaic (MOS) | 3 | 2 | $144m |
| Wells Fargo & Company (WFC) | 3 | 0 | $127m |
| Merck & Co. (MRK) | 3 | 0 | $117m |
| Procter & Gamble (PG) | 3 | 0 | $105m |
| Delphi Automotive | 3 | 0 | $92.5m |
| Oracle (ORCL) | 3 | 1 | $86.2m |
| Bausch Health Companies (BHC) | 3 | 0 | $85.5m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Berkshire Hathaway (BRK.B) | 13 | $7.9bn | 24.3% |
| Wells Fargo & Company (WFC) | 11 | $29bn | 60844.7% |
| Visa (V) | 11 | $3.3bn | 7.8% |
| Johnson & Johnson (JNJ) | 11 | $760m | 9.2% |
| Microsoft (MSFT) | 10 | $7.8bn | 20.7% |
| Mastercard (MA) | 10 | $4.1bn | 12.3% |
| Apple (AAPL) | 10 | $3.7bn | 10.2% |
| American Express (AXP) | 9 | $18bn | 13.1% |
| International Business Machines (IBM) | 9 | $13bn | 12.2% |
| Wal-Mart Stores (WMT) | 9 | $6.0bn | 3.7% |
| Exxon Mobil (EXMOC) | 9 | $4.8bn | 16.4% |
| Schlumberger (SLB) | 9 | $4.1bn | 3.7% |
| US Bancorp (USB) | 9 | $4.0bn | 4762.0% |
| Bank of America (BAC) | 9 | $3.7bn | 21.2% |
| General Electric (GE) | 9 | $2.8bn | 2.5% |
| Philip Morris International (PM) | 9 | $2.0bn | 8.6% |
| Pepsico (PEP) | 9 | $1.2bn | 17.3% |
| Walt Disney (DIS) | 9 | $1.0bn | 17.6% |
| Coca-Cola (KO) | 8 | $17bn | 15.8% |
| BNY (BK) | 8 | $8.6bn | 7.1% |
| Alphabet (GOOG) | 8 | $5.9bn | 9.3% |
| Comcast (CMCSA) | 8 | $5.4bn | 3.8% |
| Goldman Sachs Group (GS) | 8 | $5.0bn | 3.5% |
| Oracle (ORCL) | 8 | $4.9bn | 11.1% |
| Procter & Gamble (PG) | 8 | $4.5bn | 6.6% |
| 3M Company (MMM) | 8 | $1.4bn | 7.3% |
| Mondelez International (MDLZ) | 7 | $2.9bn | 24.7% |
| Merck & Co. (MRK) | 7 | $2.5bn | 3.9% |
| ConocoPhillips (COP) | 7 | $1.6bn | 4.9% |
| Diageo (DEO) | 7 | $1.0bn | 5.1% |
| Automatic Data Processing (ADP) | 7 | $584m | 3.1% |
| Du Pont EI de Nemours & Co | 7 | $406m | 6.3% |
| National Oilwell Varco (NOV) | 6 | $2.9bn | 3.0% |
| JPMorgan Chase (JPM) | 6 | $2.8bn | 2.9% |
| Intel (INTC) | 6 | $2.7bn | 4.2% |
| Phillips 66 (PSX) | 6 | $2.1bn | 2.0% |
| Costco Wholesale (COST) | 6 | $2.1bn | 3.7% |
| American International Group (AIG) | 6 | $1.8bn | 2.9% |
| Chevron (CVX) | 6 | $1.5bn | 1.5% |
| Royal Dutch Shell PLC Spon (RDS.A) | 6 | $802m | 0.8% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2013-q4). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.