Bill Nygren

Bill Nygren

Last Update: 2014-02-19

Number of Stocks: 55
Number of New Stocks: 2

Total Value: $11,485 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $299/year. 7-Day FREE TRIAL

Bill Nygren Latest Trades these stocks:



View:
TickerCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
V Visa, Inc. 2013-12-31 Buy 1.4%$182.53 - $220.91
($201.47)
$ 204.051%New holding, 740000 sh.740,000
UNP Union Pacific Corp 2013-12-31 Buy 1.2%$150.57 - $166.42
($158.25)
$ 185.5317%New holding, 850000 sh.850,000
AON Aon plc 2013-12-31 Add0.29%$71.25 - $83.93
($79.23)
$ 81.252%Add 19.05%2,500,000
QCOM Qualcomm, Inc. 2013-12-31 Add0.33%$65.71 - $73.8
($70.52)
$ 79.4913%Add 23.81%2,600,000
UL Unilever PLC 2013-12-31 Add0.15%$37.67 - $41.06
($39.78)
$ 44.1611%Add 10.04%4,383,000
INTC Intel Corp 2013-12-31 Add0.17%$22.48 - $25.85
($24.18)
$ 26.7711%Add 8.52%9,550,000
BAC Bank of America Corp... 2013-12-31 Add0.13%$13.69 - $15.88
($14.84)
$ 16.3910%Add 4.36%23,950,000
AAPL Apple Inc 2013-09-30 Reduce-0.17%$415.05 - $507.74
($464.93)
$ 517.9611%Reduce -9.5%381,000
MMM 3M Co 2013-09-30 Add0.13%$108.73 - $121.57
($116.35)
$ 134.0915%Add 7.18%1,643,000
BA Boeing Co 2013-09-30 Sold Out -0.88%$101.47 - $119.38
($107.63)
$ 124.2716%Sold Out0
NOC Northrop Grumman Cor... 2013-09-30 Sold Out -1.4%$82.17 - $98.75
($92.53)
$ 118.9228%Sold Out0
MCD McDonald's Corporati... 2013-09-30 Add0.49%$94.36 - $101.58
($97.61)
$ 100.833%Add 32.07%2,059,000
APA Apache Corporation 2013-09-30 Add1.06%$75.37 - $88.93
($83.04)
$ 83.330%Add 92.59%2,600,000
QCOM Qualcomm, Inc. 2013-09-30 Buy 1.4%$59.39 - $70.09
($65.6)
$ 79.4921%New holding, 2100000 sh.2,100,000
NSRGY Nestle SA 2013-09-30 Buy 1.2%$64.73 - $70.46
($67.35)
$ 76.1113%New holding, 1700000 sh.1,700,000
BAX Baxter International... 2013-09-30 Add0.18%$66.35 - $74.43
($71.58)
$ 73.362%Add 21.55%1,523,000
DVN Devon Energy Corp 2013-09-30 Reduce-0.33%$53.05 - $59.82
($57.2)
$ 68.6820%Reduce -14.95%3,202,000
BEN Franklin Resources I... 2013-09-30 Add0.17%$45.2 - $52.67
($48.26)
$ 51.98%Add 7.48%4,740,000
AAPL Apple Inc 2013-06-30 Add0.26%$390.53 - $463.84
($430.74)
$ 517.9620%Add 16.62%421,000
FDX FedEx Corporation 2013-06-30 Add0.15%$91.87 - $102.17
($97.08)
$ 132.1736%Add 7.14%2,100,000
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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
22.4% 8.8% 12.3%
» More Profile & Performance

Bill Nygren's Current Portfolio:

Ticker Shares Value ($1000)
BAC23,950,000372,902
FRX4,950,000297,148
FDX2,100,000301,917
COF3,753,000287,502
BEN4,740,000273,640
AIG5,295,000270,310
ORCL7,080,000270,881
UNH3,460,000260,538
MA313,000261,499
JPM4,495,000262,868
» More Current Portfolio

Bill Nygren's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 29.3% 29.3%
Consumer Cyclical 13.1% 13.1%
Technology 12.8% 12.8%
Healthcare 10.3% 10.3%
Energy 6.5% 6.5%
Communication Services 3.9% 3.9%
Consumer Defensive 3.6% 3.6%
Industrials 3.3% 3.3%
» More Sector Weightings

Bill Nygren's News:

» More Related News


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