Robert Olstein

Robert Olstein

Last Update: 2014-11-14

Number of Stocks: 125
Number of New Stocks: 9

Total Value: $768 Mil
Q/Q Turnover: 14%

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
DORM Dorman Products Inc 2014-09-30 Add0.99%$39.37 - $49.84
($44.59)
$ 47.667%Add 322.81%241,000
SWHC Smith & Wesson Holdi... 2014-09-30 Add0.96%$9.41 - $14.59
($12.1)
$ 9.6-21%Add 217.33%1,172,000
DOV Dover Corp 2014-09-30 Buy 0.68%$80.67 - $91.07
($87.16)
$ 72.13-17%New holding, 65000 sh.65,000
UHS Universal Health Ser... 2014-09-30 Buy 0.68%$91.83 - $114.84
($106.45)
$ 109.673%New holding, 50000 sh.50,000
FNFG First Niagara Financ... 2014-09-30 Buy 0.66%$8.38 - $9.005
($8.66)
$ 8.3-4%New holding, 610000 sh.610,000
DSW DSW Inc 2014-09-30 Buy 0.65%$26.21 - $31.44
($28.65)
$ 35.9325%New holding, 166000 sh.166,000
PDCO Patterson Companies ... 2014-09-30 Buy 0.64%$38.27 - $42.26
($39.94)
$ 48.7622%New holding, 119000 sh.119,000
WCC Wesco International ... 2014-09-30 Add0.61%$78.99 - $87.86
($82.74)
$ 76.37-8%Add 158.97%101,000
PKG Packaging Corp of Am... 2014-09-30 Buy 0.54%$63.25 - $70.94
($67.15)
$ 79.3218%New holding, 65000 sh.65,000
TRV Travelers Companies ... 2014-09-30 Buy 0.46%$89.12 - $95.95
($93.24)
$ 105.9514%New holding, 38000 sh.38,000
ORCL Oracle Corporation 2014-09-30 Add0.44%$38.44 - $41.9
($40.52)
$ 45.3512%Add 67.69%218,000
TDC Teradata Corp 2014-09-30 Add0.43%$39.99 - $45.84
($43.14)
$ 42.990%Add 34.21%306,000
UTX United Technologies ... 2014-09-30 Add0.43%$103.79 - $115.53
($108.91)
$ 116.967%Add 74.42%75,000
TW Towers Watson & Co 2014-09-30 Add0.36%$100 - $110.39
($105.65)
$ 115.089%Add 56.86%80,000
ABM ABM Industries Inc 2014-09-30 Add0.36%$24.57 - $28.34
($26.27)
$ 28.17%Add 31.16%463,000
DNOW Now Inc 2014-09-30 Add0.32%$30.11 - $35.78
($32.71)
$ 24.95-24%Add 58.27%220,000
FITB Fifth Third Bancorp 2014-09-30 Add0.3%$19.52 - $21.75
($20.52)
$ 20.09-2%Add 46.18%364,000
RBC Regal-Beloit Corp 2014-09-30 Add0.28%$65.47 - $77.93
($71.89)
$ 73.322%Add 43.42%109,000
FOSL Fossil Group Inc 2014-09-30 Add0.28%$95.91 - $107.9
($100.78)
$ 107.997%Add 63.89%59,000
ZMH Zimmer Holdings Inc 2014-09-30 Add0.27%$95.31 - $105.23
($101.24)
$ 114.9414%Add 24.14%108,000
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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.

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
19.1% 5.4% 10.9%
» More Profile & Performance

Robert Olstein's Current Portfolio:

Ticker Shares Value ($1000)
TDC306,00012,828
PETM182,00012,756
VSI270,00011,985
LM235,00012,023
ABM463,00011,894
SWHC1,172,00011,064
BEN192,00010,485
M186,00010,821
EXPR704,00010,989
IVZ279,00011,015
» More Current Portfolio

Robert Olstein's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 26.5% 26.5%
Technology 18.5% 18.5%
Healthcare 16.1% 16.1%
Financial Services 13.5% 13.5%
Consumer Defensive 4.8% 4.8%
Communication Services 3% 3%
Basic Materials 2.9% 2.9%
Industrials 1.3% 1.3%
Real Estate 0.9% 0.9%
Energy 0.4% 0.4%
» More Sector Weightings

Robert Olstein's News:

» More Related News


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