Robert Olstein

Robert Olstein

Last Update: 02-04-2015

Number of Stocks: 118
Number of New Stocks: 9

Total Value: $819 Mil
Q/Q Turnover: 16%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Robert Olstein 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
PETM PetSmart Inc 2014-12-31 Sold Out -1.7%$64.69 - $81.44
($74.07)
$ 82.9811%Sold Out0
GBX Greenbrier Companies Inc 2014-12-31 Add1.34%$43.06 - $66.43
($56.31)
$ 58.654%Add 291.43%274,000
JNS Janus Capital Group Inc 2014-12-31 Add1.11%$13.4 - $16.47
($15.02)
$ 17.3413%Add 225.00%793,000
CFN CareFusion Corp 2014-12-31 Sold Out -1.1%$45.34 - $59.4
($57.62)
$ 59.914%Sold Out0
ETH Ethan Allen Interiors Inc 2014-12-31 Sold Out -1.1%$23 - $30.77
($27.94)
$ 27.80-1%Sold Out0
FOX Twenty-First Century Fox Inc 2014-12-31 Buy 0.95%$30.71 - $37.495
($34.08)
$ 32.70-4%New holding211,000
PNR Pentair PLC 2014-12-31 Buy 0.86%$59.84 - $69.08
($65.33)
$ 62.99-4%New holding106,000
WEN Wendy's Co 2014-12-31 Buy 0.76%$7.61 - $9.15
($8.44)
$ 10.8522%New holding690,000
TFX Teleflex Inc 2014-12-31 Reduce-0.75%$104.01 - $119.15
($113.34)
$ 119.605%Reduce -87.30%8,000
ROST Ross Stores Inc 2014-12-31 Reduce-0.73%$75.1 - $94.1
($84.48)
$ 104.0919%Reduce -66.37%38,000
CRL Charles River Laboratories International Inc 2014-12-31 Reduce-0.69%$56.46 - $65.59
($62.72)
$ 78.6920%Reduce -73.55%32,000
BIG Big Lots Inc 2014-12-31 Add0.66%$38.38 - $50.8
($44.53)
$ 48.398%Add 89.37%278,000
BCR CR Bard Inc 2014-12-31 Sold Out -0.63%$144.77 - $172.68
($161.89)
$ 165.242%Sold Out0
SYY Sysco Corp 2014-12-31 Sold Out -0.57%$36.22 - $40.91
($38.78)
$ 37.53-3%Sold Out0
MA MasterCard Inc 2014-12-31 Buy 0.56%$69.78 - $89.08
($81.65)
$ 86.746%New holding53,000
KO Coca-Cola Co 2014-12-31 Sold Out -0.55%$40.39 - $44.83
($42.73)
$ 40.68-5%Sold Out0
OI Owens-Illinois Inc 2014-12-31 Buy 0.53%$23.53 - $27.29
($25.67)
$ 23.37-10%New holding160,000
WCC Wesco International Inc 2014-12-31 Add0.53%$71.18 - $86.55
($78.7)
$ 69.59-13%Add 54.46%156,000
DISCK Discovery Communications Inc 2014-12-31 Buy 0.52%$31.375 - $37.05
($34.04)
$ 29.82-14%New holding126,000
LOW Lowe's Companies Inc 2014-12-31 Reduce-0.52%$51.21 - $68.57
($59.89)
$ 74.3919%Reduce -43.60%97,000
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.

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
15% 5.8% 11.1%
» More Profile & Performance

Robert Olstein's Current Portfolio:

Ticker Shares Value ($1000)
GBX274,00014,722
ABM474,00013,580
TDC320,00013,978
M200,00013,150
JNS793,00012,791
LM249,00013,289
HAR121,00012,912
SWHC1,255,00011,885
WCC156,00011,889
ORCL251,00011,287
» More Current Portfolio

Robert Olstein'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 = 18 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 (%)
Consumer Cyclical 24.8% 24.8%
Technology 22.7% 22.7%
Financial Services 15.5% 15.5%
Healthcare 11.8% 11.8%
Communication Services 3.2% 3.2%
Consumer Defensive 3% 3%
Basic Materials 2.7% 2.7%
Industrials 1.9% 1.9%
Real Estate 0.7% 0.7%
Energy 0.7% 0.7%
» More Sector Weightings

Robert Olstein's News:

» More Related News


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