Ken Fisher
Fisher Asset Management LLC
Kenneth Lawrence Fisher is an American billionaire investment analyst, author, and the founder and chairman of Fisher Investments, a fee-only financial adviser. Fisher's Forbes "Portfolio Strategy" column ran from 1984 to 2017, making him the longest continuously-running columnist in the magazine's history. Fisher has authored eleven books on investing, and research papers in the field of behavioral finance. He is on the Forbes 400 list of richest Americans[4] and as of 2020 is worth $4.3 billion. In 2010, he was named to Investment Advisor magazine's "30 for 30" list of the 30 most influential people in the investment advisory business over the last 30 years. As of September 2020, Fisher's firm managed $135 billion.
Period: Q3, 2024
Filed Date: Nov 12, 2024
Reported Date: Sep 30, 2024
No. of Stocks: 919
Portfolio Value: 244.02B
StockActivityShare Change% Change to protfolio
Q3 2024
Arcadium lithium plc
Reduced 2.13%105202.130Innovex international inc
Buy2946940.002Ishares inc msci gbl gold mn
Buy74300.000Ishares tr msci china a
Buy5664150.007Kiniksa pharmaceuticals intl p
Reduced 13.57%2612413.568Laboratory corp of america hol
Add 0.16%12490.000Site ctrs corp com
Buy3179690.008Six flags entertainment corp
Buy152560.000Tidal etf tr sofi select 500
Buy167540.000Uscf etf tr midstream energy
Buy48710.000Blackrock etf trust us eqt fac
Sold 100%241560.000Dimensional etf trust emerging
Sold 100%157050.000Dimensional etf trust intl sma
Sold 100%96960.000Ea series trust alpha architec
Sold 100%43220.000Liberty media corp del
Sold 100%100000.000Sila realty trust inc
Sold 100%334090.000Solaris res inc
Sold 100%179000.000Wts bm technologies inc
Sold 100%405000.000Zacks trust small/mid cap
Sold 100%74870.000Q2 2024
Arcadium lithium plc
Reduced 11.08%1074911.077Blackrock etf trust us eqt fac
Buy241560.000Dimensional etf trust emerging
Buy157050.000Dimensional etf trust intl sma
Buy96960.000Ea series trust alpha architec
Buy43220.000Kiniksa pharmaceuticals intl p
Buy302250.000Laboratory corp of america hol
Buy12470.000Liberty media corp del
Buy100000.000Sila realty trust inc
Buy334090.000Solaris res inc
Buy179000.000Wts bm technologies inc
Buy405000.000Zacks trust small/mid cap
Buy74870.000Q1 2024
Arcadium lithium plc
Buy120880.000UCIB - Ubs etracs ubs bloomberg constant maturity commodity index (cmci) total return etn series b
Buy138000.000Benguet corp bc shs
Sold 100%900000.000China mobile limited
Sold 100%142300.000Compal electronics inc
Sold 100%200000.000Cooper cos inc
Sold 100%123860.002Cottonwood cmntys inc
Sold 100%166690.000Geely automotive hldgs ltd
Sold 100%100000.000Nestle s a
Sold 100%36900.000Nongfu spring co ltd
Sold 100%120700.000Quilter plc
Sold 100%141040.000Samsung electronic gdr each re
Sold 100%1550.000Q4 2023
Cooper cos inc
Reduced 5.72%123865.717Cottonwood cmntys inc
Buy166690.000Geely automotive hldgs ltd
Reduced 37.50%1000037.500Nestle s a
Reduced 3.45%36903.454Nongfu spring co ltd
Reduced 52.45%1207052.447Samsung electronic gdr each re
Buy1550.0001/100 berkshire htwy cla100 sh
Sold 100%10.000100000th first horizon ntl co
Sold 100%375650.000Ishares v plc s p 500 fins sec
Sold 100%170060.000Lazard ltd shs a
Sold 100%20650050.036Markets ii plc us treasury bd
Sold 100%65840.000Mitsubishi hc capital inc
Sold 100%178100.000Vaneck vectors uci
Sold 100%2296060.004Yuexiu property co ltd
Sold 100%288180.000Q3 2023
1/100 berkshire htwy cla100 sh
Buy10.000Compal electronics inc
Buy200000.000Cooper cos inc
Reduced 14.45%1313714.450Geely automotive hldgs ltd
Reduced 3.03%160003.030Ishares v plc s p 500 fins sec
Add 47.01%170060.000Lazard ltd shs a
Reduced 2.05%20650052.048Nestle s a
Reduced 4.85%38224.854Nongfu spring co ltd
Buy253820.000Vaneck vectors uci
Add 45.47%2296060.004Yuexiu property co ltd
Buy288180.000American battery tech
Sold 100%120990.000Haidilao intnl hldg ltd
Sold 100%169260.000Samsung electronic gdr each re
Sold 100%1550.000Uni president china hldgs ltd
Sold 100%2830280.000