This a test of something I've put together with the
help of 10-K wizard. Lampert files on his
holdings every quarter.
I thought it might be instructive to
see where and what he's doing.
Long ago I forgot the true intent of this thread
(it has pulled a chameleon) and something similiar
may have been attempted.
Biotechnology Value Fund (BVF)
# shares # shares % Change
Symbol May-99 Nov-99 in Position
AVM 909,235 909,235 0.0%
AQLA 330,126 330,126 0.0%
ARIA 0 133,500 #DIV/0!
ARQL 0 667,500 #DIV/0!
AIMM 1,360,800 1,336,200 -1.8%
AVAN 292,766 0 -100.0%
BCHE 25,400 0 -100.0%
KDUS 200,000 900,000 350.0%
CNSI 872,500 0 -100.0%
CIMA 611,100 0 -100.0%
CCHE 257,794 225,194 -12.6%
CRTQ 183,774 183,774 0.0%
CVAS 2,927,743 2,927,743 0.0%
CBMI 356,000 164,900 -53.7%
GENE 1,769,285 1,665,585 -5.9%
GLFD 1,545,274 0 -100.0%
INCY 0 16,000 #DIV/0!
MAGN 0 20,000 #DIV/0!
MCDE 1,791,600 1,971,600 10.0%
MB 97,500 104,700 7.4%
NBIX 20,000 68,100 240.5%
NRGN 1,626,706 1,789,006 10.0%
NPSP 2,053,600 1,288,300 -37.3%
OSIP 2,187,790 2,454,290 12.2%
PGNX 724,480 781,300 7.8%
PPTI 412,000 65,200 -84.2%
QLTI 192,060 127,327 -33.7%
RGEN 1,450,000 187,950 -87.0%
SIBI 1,043,400 1,431,000 37.1%
SNUS 0 15,000 #DIV/0!
SNAP 1,317,317 1,417,317 7.6%
TTP 1,002,273 744,743 -25.7%
If this is useful, I'll attempt to maintain it.
It is already out of date.
The NPSP position for example has been liquidated
Also please note that where there are
zero's it means that the stock is no longer
being reported or in the case of May's 0's
was added in November.
This method will obviously have some holes
so comments & suggestions are of course welcome.
JF |
