free html hit counter Check The News On GOOG - John Battelle's Search Blog

Check The News On GOOG

By - September 11, 2004

From yesterday. It popped Friday, up more than three bucks, on news that Fidelity owns more than 15% of the public float of the company. Here, Bloomberg says in fact it’s more like 23%. That’s significant institutional mojo. Hmmmm….


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One thought on “Check The News On GOOG

  1. ID:entity says:

    John what’s interesting from the actual fund stats below, is that IT & Healthcare contribute for over 60% of this 21.7bn fund – especially whne you take into consideration who Google recently appointed on the board:

    Arthur D. Levinson has served as a member of our board of directors since April 2004. Since 1995, Art has served as a member of the board of directors of Genentech, a biotechnology company

    Fund stats

    Holdings
    Top Ten Holdings as of 06/30/2004
    PFIZER INC
    MICROSOFT CORP
    NETWORK APPLIANCE INC
    QUALCOMM INC
    YAHOO INC
    UNITEDHEALTH GROUP INC
    CELGENE CORP
    SEPRACOR INC
    GENERAL ELECTRIC CO
    RED HAT INC
    22.80% of the portfolio
    Total Holdings 250

    Major Market Sectors as of 07/31/2004

    Consumer Discretionary 8.8%
    Consumer Staples 9.7%
    Energy 3.8%
    Financials 4.7%
    Health Care 28.5%
    Industrials 9.5%
    Information Technology 33.0%
    Materials 0.0%
    Telecommunication Services 0.0%
    Utilities 0.0%