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Robert Olstein

Robert Olstein

Olstein All-Cap Value Fund
Last Update: 2013-05-14

Number of Stocks: 115
Number of New Stocks: 13

Total Value: $569 Mil
Q/Q Turnover: 12%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Robert Olstein Latest Trades :

Top Buys | Top Sells | Top Holdings
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Total Records: 1554   Page:1 2 3 4 5 6 7 8 9 10 Next Page LAST (78)
TickerCompanyDate Action
 Impactdown Price Range
(Average)* 		Current Price Change from Average Comment Current Shares
THO Thor Industries, Inc... 2013-03-31 Buy 0.93%$36.08 - $43.91
($38.83)		 $ 41.246%New holding, 143200 sh.143,200
SYY Sysco Corporation 2013-03-31 Buy 0.92%$30.88 - $35.17
($32.41)		 $ 34.827%New holding, 149000 sh.149,000
MCRS Micros Systems, Inc. 2013-03-31 Buy 0.88%$42.1 - $47.95
($44.42)		 $ 42.71-4%New holding, 110000 sh.110,000
BCR C.R. Bard, Inc. 2013-03-31 Buy 0.85%$97.74 - $103.51
($100.89)		 $ 105.144%New holding, 48000 sh.48,000
ABT Abbott Laboratories 2013-03-31 Buy 0.8%$31.34 - $35.32
($33.84)		 $ 37.7612%New holding, 129000 sh.129,000
DGX Quest Diagnostics In... 2013-03-31 Buy 0.76%$55.42 - $61.83
($57.49)		 $ 62.59%New holding, 77000 sh.77,000
TW Towers Watson & Co. 2013-03-31 Buy 0.57%$56.21 - $69.32
($63.57)		 $ 78.0123%New holding, 47000 sh.47,000
ZTS Zoetis Inc 2013-03-31 Buy 0.53%$31.01 - $34.64
($33.11)		 $ 33.461%New holding, 91000 sh.91,000
UTX United Technologies ... 2013-03-31 Buy 0.53%$82.01 - $93.59
($89.42)		 $ 95.046%New holding, 32000 sh.32,000
BEN Franklin Resources I... 2013-03-31 Buy 0.5%$125.7 - $150.81
($140.66)		 $ 162.9416%New holding, 19000 sh.19,000
AAPL Apple Inc 2013-03-31 Add0.45%$420.05 - $549.03
($467.26)		 $ 445.15-5%Add 60%16,000
COH Coach, Inc. 2013-03-31 Add0.43%$46.5 - $61.8
($51.52)		 $ 57.7612%Add 40%168,000
PETM PetSmart Inc. 2013-03-31 Add0.41%$61.61 - $69.99
($65.4)		 $ 69.486%Add 105.71%72,000
EBAY eBay Inc 2013-03-31 Add0.4%$50.11 - $57.21
($54.07)		 $ 54.641%Add 49.4%124,000
CRL Charles River Labora... 2013-03-31 Add0.37%$37.47 - $45.79
($41.82)		 $ 44.396%Add 39.84%172,000
ETH Ethan Allen Interior... 2013-03-31 Buy 0.32%$25.71 - $33.13
($28.81)		 $ 31.479%New holding, 55000 sh.55,000
DE Deere & Co 2013-03-31 Add0.24%$85.55 - $95.05
($90.16)		 $ 86.29-4%Add 44.44%52,000
SWHC Smith & Wesson Holdi... 2013-03-31 Add0.23%$8.23 - $10.28
($9.11)		 $ 9.080%Add 29.92%621,000
LOW Lowe's Companies Inc... 2013-03-31 Add0.21%$34.76 - $39.79
($37.83)		 $ 42.6413%Add 18.99%188,000
QCOM Qualcomm, Inc. 2013-03-31 Add0.15%$61.86 - $67.97
($65.43)		 $ 64.26-2%Add 24.07%67,000
Premium Real Time Picks are included for Premium Members only!!
*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.
Total Records: 1554   Page:1 2 3 4 5 6 7 8 9 10 Next Page LAST (78)

Robert Olstein's Profile:

Robert A. Olstein is the Chairman and Chief Investment Officer of the Olstein Financial Alert Fund (OFALX). He is considered to be an expert in corporate financial disclosure and reporting practices. In 1971, he co-founded the "Quality of Earnings Report" service, which pioneered the concept of using inferential financial screening techniques to analyze balance sheets and income statements to alert institutional portfolio managers to positive or negative factors affecting a company's future earnings power and value of a company's stock.



Robert Olstein's Performance:

Average Annual Return of Olstein All Cap Value Fund
5 Yrs 10 Yrs Since Inception
-0.3% 5.4% 9.6%
» More Profile & Performance

Robert Olstein's Current Portfolio:

Ticker Shares Value ($1000)
M277,00011,590
LM328,00010,545
DD218,00010,717
HAR244,00010,890
MSFT355,00010,157
BBBY150,0009,663
CSCO463,0009,681
JLL98,3009,772
COH168,0008,398
SAVE333,0008,445
» More Current Portfolio

Robert Olstein's Sector Weightings:


SectorsSector Weightings (%)
Technology 21.8% 21.8%
Consumer Cyclical 19.9% 19.9%
Healthcare 15.8% 15.8%
Financial Services 9.6% 9.6%
Consumer Defensive 7.2% 7.2%
Basic Materials 2.2% 2.2%
Energy 1.9% 1.9%
Industrials 1.8% 1.8%
Real Estate 1.7% 1.7%
» More Sector Weightings

Robert Olstein's News:

» More Related News


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