# What value investors bought and sold in Q3 2019 | moatshark

In Q3 2019, 33 value investors filed 13Fs. The most popular buy was Alphabet, added to by 12 managers (1 buying for the first time), followed by Meta…

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 12 | 1 | $729m |
| Meta Platforms (META) | 7 | 0 | $315m |
| Berkshire Hathaway (BRK.B) | 7 | 0 | $224m |
| Charles Schwab (SCHW) | 6 | 1 | $576m |
| Visa (V) | 5 | 0 | $173m |
| Wells Fargo & Company (WFC) | 5 | 0 | $112m |
| Alibaba Group Holding (BABA) | 4 | 2 | $231m |
| Baidu (BIDU) | 4 | 0 | $68.5m |
| Bank of America (BAC) | 4 | 0 | $64.6m |
| Walt Disney (DIS) | 4 | 0 | $25.0m |
| Micron Technology (MU) | 3 | 0 | $220m |
| Amazon.com (AMZN) | 3 | 0 | $161m |
| Exxon Mobil (EXMOC) | 3 | 0 | $100m |
| Paypal Holdings (PYPL) | 3 | 0 | $98.9m |
| Microsoft (MSFT) | 3 | 0 | $85.7m |
| Nike (NKE) | 3 | 0 | $75.6m |
| Mastercard (MA) | 3 | 0 | $60.2m |
| BNY (BK) | 3 | 0 | $59.4m |
| Moody's (MCO) | 3 | 0 | $8.4m |
| Marriott International (MAR) | 3 | 0 | $8.4m |
| JPMorgan Chase (JPM) | 3 | 1 | $3.1m |
| Apple (AAPL) | 3 | 1 | $1.7m |
| KKR & Co. (KKR) | 3 | 0 | $742k |
| Occidental Petroleum (OXY) | 2 | 1 | $1.9bn |
| HP (HPQ) | 2 | 1 | $1.2bn |
| Brown-Forman (BF.B) | 2 | 1 | $582m |
| MSCI (MSCI) | 2 | 1 | $452m |
| Agilent Technologies (A) | 2 | 2 | $447m |
| Fox (FOX) | 2 | 0 | $437m |
| Elevance Health (ELV) | 2 | 1 | $410m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Comcast (CMCSA) | 6 | 0 | $629m |
| American Express (AXP) | 6 | 0 | $627m |
| JPMorgan Chase (JPM) | 6 | 1 | $440m |
| Visa (V) | 6 | 0 | $235m |
| Alphabet (GOOG) | 6 | 0 | $202m |
| Meta Platforms (META) | 6 | 1 | $166m |
| Berkshire Hathaway (BRK.B) | 6 | 0 | $163m |
| Booking Holdings (BKNG) | 6 | 1 | $92.6m |
| US Bancorp (USB) | 6 | 1 | $25.2m |
| Wells Fargo & Company (WFC) | 5 | 0 | $1.5bn |
| Liberty Global (LBTYA) | 5 | 2 | $910m |
| Mastercard (MA) | 5 | 1 | $558m |
| Union Pacific (UNP) | 5 | 0 | $118m |
| Microsoft (MSFT) | 4 | 0 | $1.5bn |
| Apple (AAPL) | 4 | 0 | $442m |
| Qorvo (QRVO) | 4 | 1 | $233m |
| Liberty Media (FWONA) | 4 | 2 | $67.4m |
| BNY (BK) | 4 | 0 | $44.0m |
| Carmax (KMX) | 4 | 0 | $33.5m |
| Diageo (DEO) | 4 | 0 | $32.6m |
| Allergan (ACT) | 3 | 3 | $874m |
| Citigroup (C) | 3 | 0 | $293m |
| Synchrony Financial (SYF) | 3 | 1 | $263m |
| Johnson Controls International (JCI) | 3 | 0 | $211m |
| JD.com (JD) | 3 | 0 | $170m |
| Texas Instruments (TXN) | 3 | 0 | $169m |
| Schlumberger (SLB) | 3 | 0 | $106m |
| General Electric (GE) | 3 | 0 | $99.4m |
| Stellantis (STLA) | 3 | 0 | $80.3m |
| KKR & Co. (KKR) | 3 | 0 | $75.9m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 18 | $20bn | 26.4% |
| Berkshire Hathaway (BRK.B) | 15 | $7.2bn | 37.4% |
| Visa (V) | 14 | $7.0bn | 18.5% |
| Wells Fargo & Company (WFC) | 12 | $27bn | 51.6% |
| Meta Platforms (META) | 12 | $5.8bn | 14.7% |
| Bank of America (BAC) | 10 | $33bn | 43.1% |
| Apple (AAPL) | 9 | $57bn | 48.8% |
| American Express (AXP) | 9 | $21bn | 8.3% |
| JPMorgan Chase (JPM) | 9 | $11bn | 12.7% |
| Microsoft (MSFT) | 9 | $10.0bn | 10.4% |
| Moody's (MCO) | 9 | $8.4bn | 20.4% |
| Mastercard (MA) | 9 | $7.6bn | 14.3% |
| Charles Schwab (SCHW) | 9 | $5.3bn | 7.5% |
| Amazon.com (AMZN) | 9 | $3.1bn | 15.9% |
| US Bancorp (USB) | 8 | $8.5bn | 5.0% |
| BNY (BK) | 8 | $8.5bn | 6.6% |
| Comcast (CMCSA) | 8 | $6.9bn | 5.0% |
| Booking Holdings (BKNG) | 8 | $5.4bn | 6.1% |
| Union Pacific (UNP) | 8 | $1.4bn | 4.1% |
| Carmax (KMX) | 7 | $2.0bn | 11.3% |
| General Electric (GE) | 7 | $1.7bn | 7.4% |
| Johnson & Johnson (JNJ) | 7 | $1.2bn | 9.4% |
| Goldman Sachs Group (GS) | 6 | $6.7bn | 2.0% |
| Procter & Gamble (PG) | 6 | $4.8bn | 47.6% |
| Liberty Global (LBTYA) | 6 | $4.3bn | 14.0% |
| Philip Morris International (PM) | 6 | $3.2bn | 6.6% |
| KKR & Co. (KKR) | 6 | $1.8bn | 13.9% |
| Starbucks (SBUX) | 6 | $1.6bn | 12.7% |
| Walt Disney (DIS) | 6 | $1.1bn | 11.9% |
| Coca-Cola (KO) | 5 | $22bn | 10.1% |
| United Technologies (UTXZ) | 5 | $3.9bn | 5.4% |
| Oracle (ORCL) | 5 | $3.3bn | 4.9% |
| Paypal Holdings (PYPL) | 5 | $3.2bn | 12.9% |
| Liberty Media (FWONA) | 5 | $2.6bn | 6.8% |
| Automatic Data Processing (ADP) | 5 | $2.1bn | 5.3% |
| UnitedHealth Group (UNH) | 5 | $2.0bn | 2.0% |
| Pepsico (PEP) | 5 | $1.8bn | 11.0% |
| Baidu (BIDU) | 5 | $1.8bn | 5.1% |
| Elevance Health (ELV) | 5 | $1.6bn | 8.2% |
| Alibaba Group Holding (BABA) | 5 | $1.5bn | 6.4% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2019-q3). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.