Jean-Marie Eveillard

Jean-Marie Eveillard

Last Update: 2014-11-13

Number of Stocks: 339
Number of New Stocks: 33

Total Value: $40,292 Mil
Q/Q Turnover: 10%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Jean-Marie Eveillard Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
LAMR Lamar Advertising Co 2014-06-30 Add0.2%$49.12 - $52.94
($50.47)
$ 53.296%Add 203.15%2,370,342
TWC Time Warner Cable In... 2014-06-30 Add0.18%$133.08 - $147.84
($140.23)
$ 149.537%Add 2851.62%519,840
COG Cabot Oil & Gas Corp 2014-06-30 Add0.18%$32.41 - $39.4
($35.86)
$ 33.42-7%Add 21550.6%2,214,427
BAX Baxter International... 2014-06-30 Add0.18%$71.98 - $75.45
($73.67)
$ 72.4-2%Add 90872.4%1,000,696
BDX Becton Dickinson & C... 2014-06-30 Buy 0.17%$111.18 - $120.33
($116.18)
$ 141.2622%New holding, 582656 sh.582,656
CVLT CommVault Systems In... 2014-06-30 Buy 0.17%$46.07 - $70.8
($53.9)
$ 47.77-11%New holding, 1443114 sh.1,443,114
DISCA Discovery Communicat... 2014-06-30 Buy 0.17%$72.34 - $84.2
($77.04)
$ 34.73-55%New holding, 952082 sh.952,082
MSFT Microsoft Corp 2014-06-30 Add0.16%$39.06 - $42.25
($40.45)
$ 47.7518%Add 4.64%35,671,805
ABT Abbott Laboratories 2014-06-30 Buy 0.16%$37.02 - $41
($39.24)
$ 44.2513%New holding, 1665688 sh.1,665,688
AMAT Applied Materials In... 2014-06-30 Buy 0.14%$18.62 - $22.9
($20.36)
$ 23.8717%New holding, 2503041 sh.2,503,041
BRO Brown & Brown Inc 2014-06-30 Buy 0.14%$28.91 - $31.15
($30.05)
$ 32.378%New holding, 1852470 sh.1,852,470
BUD Anheuser-Busch Inbev... 2014-06-30 Add0.12%$105.53 - $116.17
($109.9)
$ 115.145%Add 31.51%1,731,772
A Agilent Technologies... 2014-06-30 Buy 0.12%$37.66 - $42.4
($40.14)
$ 42.746%New holding, 831224 sh.831,224
TAP Molson Coors Brewing... 2014-06-30 Buy 0.11%$57.08 - $74.86
($64.27)
$ 76.519%New holding, 603180 sh.603,180
MSG Madison Square Garde... 2014-06-30 Add0.11%$48.67 - $61.87
($54.98)
$ 72.933%Add 152.47%1,227,120
DAL Delta Air Lines Inc 2014-06-30 Buy 0.09%$31.73 - $42.23
($37.72)
$ 44.2417%New holding, 979000 sh.979,000
ARDM Aradigm Corp 2014-06-30 Buy 0.08%$0.185 - $9.52
($3.37)
$ 7.49122%New holding, 3854730 sh.3,854,730
ADI Analog Devices Inc 2014-06-30 Buy 0.07%$50.74 - $55.79
($52.89)
$ 54.563%New holding, 512499 sh.512,499
MYL Mylan Inc 2014-06-30 Add0.07%$45.72 - $52.1
($49.11)
$ 58.6219%Add 83.88%1,241,991
CCU United Breweries Co ... 2014-06-30 Buy 0.06%$21.17 - $23.81
($23.04)
$ 20.79-10%New holding, 989028 sh.989,028
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Jean-Marie Eveillard's Profile:

Jean-Marie Eveillard is Chief Investment Officer of the Arnhold and S. Bleichroeder Advisers, LLC Global Value Team and Portfolio Manager of First Eagle Global, Overseas, Gold, U.S. Value and Overseas Variable Funds. He was born in Paris, came to the U.S. in 1968, and became portfolio manager in 1979. Mr. Eveilland is now the firm's adviser.



Jean-Marie Eveillard's Performance:

Average Annual Return of First Eagle Global Fund
5 Yrs 10 Yrs Since Inception
14.7% 10.9% 14%
» More Profile & Performance

Jean-Marie Eveillard's Current Portfolio:

Ticker Shares Value ($1000)
MSFT36,286,2621,682,230
INTC40,329,8341,404,280
ORCL33,943,6761,299,360
CMCSK23,127,0481,237,300
BK27,718,3541,073,530
TV32,579,4681,103,790
CNQ25,835,6871,003,850
CVE34,616,945930,503
CTAS12,461,573879,662
NOV11,329,924862,207
» More Current Portfolio

Jean-Marie Eveillard's Sector Weightings:


SectorsSector Weightings (%)
Basic Materials 17.3% 17.3%
Financial Services 14% 14%
Technology 11% 11%
Energy 10.5% 10.5%
Consumer Cyclical 10.1% 10.1%
Healthcare 5.8% 5.8%
Communication Services 3.6% 3.6%
Consumer Defensive 3% 3%
Industrials 3% 3%
Utilities 0.9% 0.9%
Real Estate 0% 0%
» More Sector Weightings

Jean-Marie Eveillard's News:

» More Related News


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