睿远基金赵枫隐形重仓股浮出水面,三年持有首次买入阿里巴巴、中国平安

格隆汇
28 Mar

睿远基金旗下产品披露2024年年报。赵枫管理的睿远均衡价值三年持有首次买入阿里巴巴、中国平安,分众传媒也重新被买回,并大幅增持李宁。从年报披露具体信息来看,赵枫管理的睿远三年期持有混合A基金,隐形持仓股(持仓第11-20)分别为:阿里巴巴-W、青岛啤酒股份、中国平安、三峰环境、宏发股份、中通快递-W、李宁、碧桂园服务、分众传媒、圆通速递。较中报数据,其中6家公司均已更替,宝钢股份、华润啤酒、...

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