Bill Nygren

Bill Nygren

Last Update: 02-25-2015

Number of Stocks: 56
Number of New Stocks: 2

Total Value: $16,809 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Bill Nygren 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
BEN Franklin Resources Inc 2014-03-31 Add0.13%$50.2 - $58.51
($53.94)
$ 51.75-4%Add 6.33%5,040,000
STT State Street Corp 2014-03-31 Add0.11%$64.34 - $75.35
($69.27)
$ 73.656%Add 7.14%3,000,000
MRK Merck & Co Inc 2014-03-31 Sold Out -0.69%$49.49 - $57.47
($54.09)
$ 57.606%Sold Out0
ACT Actavis PLC 2014-03-31 Sold short -1.1%$165.64 - $227.26
($196.95)
$ 305.1935%Sell Short0
UNP Union Pacific Corp 2013-12-31 Buy 1.2%$75.29 - $83.21
($79.13)
$ 107.7227%New holding850,000
QCOM Qualcomm Inc 2013-12-31 Add0.33%$65.71 - $73.8
($70.52)
$ 67.16-5%Add 23.81%2,600,000
AON Aon PLC 2013-12-31 Add0.29%$71.25 - $83.93
($79.23)
$ 96.0317%Add 19.05%2,500,000
INTC Intel Corp 2013-12-31 Add0.17%$22.48 - $25.85
($24.18)
$ 30.1620%Add 8.52%9,550,000
UL Unilever PLC 2013-12-31 Add0.15%$37.67 - $41.06
($39.78)
$ 42.376%Add 10.04%4,383,000
BAC Bank of America Corporation 2013-12-31 Add0.13%$13.69 - $15.88
($14.84)
$ 15.313%Add 4.36%23,950,000
QCOM Qualcomm Inc 2013-09-30 Buy 1.4%$59.39 - $70.09
($65.6)
$ 67.162%New holding2,100,000
NSRGY Nestle SA 2013-09-30 Buy 1.2%$64.73 - $70.46
($67.35)
$ 75.8811%New holding1,700,000
APA Apache Corporation 2013-09-30 Add1.06%$75.37 - $88.93
($83.04)
$ 59.81-39%Add 92.59%2,600,000
MCD McDonald's Corp 2013-09-30 Add0.49%$94.36 - $101.58
($97.61)
$ 97.640%Add 32.07%2,059,000
DVN Devon Energy Corp 2013-09-30 Reduce-0.33%$53.05 - $59.82
($57.2)
$ 59.304%Reduce -14.95%3,202,000
BAX Baxter International Inc 2013-09-30 Add0.18%$66.35 - $74.43
($71.58)
$ 68.02-5%Add 21.55%1,523,000
AAPL Apple Inc 2013-09-30 Reduce-0.17%$59.29 - $72.53
($66.42)
$ 123.9446%Reduce -9.50%381,000
BEN Franklin Resources Inc 2013-09-30 Add0.17%$45.2 - $52.67
($48.26)
$ 51.757%Add 7.48%4,740,000
MMM 3M Co 2013-09-30 Add0.13%$108.73 - $121.57
($116.35)
$ 162.5928%Add 7.18%1,643,000
NOC Northrop Grumman Corp 2013-09-30 Sold Out -1.4%$82.17 - $98.75
($92.53)
$ 159.3142%Sold Out0
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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.

Bill Nygren's Profile:

Bill Nygren is Portfolio Manager of The Oakmark Fund, The Oakmark Select Fund, and the Oakmark Global Select Fund. Bill has an M.S. in Finance from the University of Wisconsin-Madison, and a B.S. in Accounting from the University of Minnesota.



Bill Nygren's Performance:

Average Annual Return of Oakmark Fund
5 Yrs 10 Yrs Since Inception
16.2% 8.8% 12.2%
» More Profile & Performance

Bill Nygren's Current Portfolio:

Ticker Shares Value ($1000)
BAC0568,902
MA0435,108
APA0424,589
ORCL0424,742
AIG0397,951
V0385,434
C0385,804
INTC0391,206
AMZN0378,317
HD0386,447
» More Current Portfolio

Bill Nygren's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 3 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Financial Services 32.4% 32.4%
Consumer Cyclical 13.3% 13.3%
Technology 10.4% 10.4%
Consumer Defensive 7.8% 7.8%
Healthcare 5.7% 5.7%
Energy 3.8% 3.8%
Basic Materials 2.9% 2.9%
Industrials 2.6% 2.6%
Communication Services 1.3% 1.3%
» More Sector Weightings

Bill Nygren's News:

» More Related News


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