Portfolio (Quarterly)
Guide ↗
DAILY JOURNAL CORP
· CIK 0000783412| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | Financial Services | 1,413,000.0 | $131.7M | 47.60% | — | — | $93.20 | -19.6% |
| 2 | BAC | Bank of America Corp | Financial Services | 2,000,000.0 | $110.0M | 39.76% | — | — | $55.00 | -7.1% |
| 3 | BABA | Alibaba Group Holding Ltd | Consumer Cyclical | 195,000.0 | $28.6M | 10.33% | — | — | $146.58 | -7.3% |
| 4 | USB | US Bancorp | Financial Services | 119,500.0 | $6.4M | 2.31% | — | — | $53.36 | +0.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
89.7%
Consumer Cyclical
10.3%