Robert Olstein

Robert Olstein

Last Update: 05-09-2016

Number of Stocks: 98
Number of New Stocks: 7

Total Value: $748 Mil
Q/Q Turnover: 12%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

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
CYNO Cynosure Inc 2016-03-31 Reduce-0.04%$33.77 - $44.67
($39.18)
$ 48.7424%Reduce -11.43%49,600
DAKT Daktronics Inc 2016-03-31 Add0.04%$6.9 - $8.72
($7.7)
$ 7.811%Add 8.78%481,900
IR Ingersoll-Rand PLC 2016-03-31 Reduce-0.04%$48.8 - $62.07
($54.47)
$ 66.2922%Reduce -4.46%107,000
LCUT Lifetime Brands Inc 2016-03-31 Add0.04%$11.46 - $15.23
($12.34)
$ 14.7319%Add 7.28%287,500
MA MasterCard Inc 2016-03-31 Add0.04%$80.65 - $97.36
($88.51)
$ 96.459%Add 5.66%56,000
PEP PepsiCo Inc 2016-03-31 Reduce-0.04%$93.77 - $102.69
($98.73)
$ 101.092%Reduce -6.12%46,000
TRV The Travelers Companies Inc 2016-03-31 Reduce-0.03%$102.08 - $117.43
($109.12)
$ 113.544%Reduce -4.22%43,100
UHS Universal Health Services Inc 2016-03-31 Add0.03%$101.65 - $125.33
($112.39)
$ 135.7921%Add 6.25%34,000
UTX United Technologies Corp 2016-03-31 Add0.03%$84.66 - $100.25
($92.03)
$ 100.329%Add 2.17%94,000
DISCK Discovery Communications Inc 2016-03-31 Add0.02%$23.81 - $28
($25.89)
$ 25.87-0%Add 1.66%307,000
FOX Twenty-First Century Fox Inc 2016-03-31 Add0.02%$24.21 - $28.21
($26.84)
$ 29.209%Add 2.19%233,000
PBPB Potbelly Corp 2016-03-31 Add0.02%$10.15 - $13.95
($11.95)
$ 13.009%Add 2.71%341,000
TOWN Towne Bank 2016-03-31 Add0.02%$16.65 - $20.88
($18.54)
$ 21.8918%Add 7.83%99,200
V Visa Inc 2016-03-31 Add0.02%$67.77 - $77.55
($72.68)
$ 79.069%Add 3.08%67,000
BK Bank of New York Mellon Corp 2016-03-31 Add0.01%$32.74 - $41.22
($36.3)
$ 42.2116%Add 1.46%209,000
GM General Motors Co 2016-03-31 Add0.01%$26.9 - $34.01
($30.1)
$ 31.655%Add 1.05%288,000
HIBB Hibbett Sports Inc 2016-03-31 Reduce-0.01%$28.91 - $37.4
($33.2)
$ 34.705%Reduce -2.60%50,650
JNS Janus Capital Group Inc 2016-03-31 Add$11.47 - $14.69
($13)
$ 14.9615%Add 0.16%1,032,600
VSI Vitamin Shoppe Inc 2016-03-31 Add$26.51 - $32.96
($30.05)
$ 29.77-1%Add 0.13%472,592
TDC Teradata Corp 2015-12-31 Sold Out -1.75%$25.58 - $30.63
($28.22)
$ 27.57-2%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.

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
9.4% 4.5% 10%
» More Profile & Performance

Robert Olstein's Current Portfolio:

Ticker Shares Value ($1000)
ZBRA259,90017,933
LM513,40017,805
GBX580,07916,033
RBC252,90015,955
HAR178,30515,876
KEYS569,45015,797
WRK399,50015,592
WCC284,35015,545
JNS1,032,60015,107
VSI472,59214,631
» More Current Portfolio

Robert Olstein's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 26.4% 26.4%
Technology 23.9% 23.9%
Financial Services 18.3% 18.3%
Healthcare 13.2% 13.2%
Communication Services 2.5% 2.5%
Consumer Defensive 2.4% 2.4%
Basic Materials 1% 1%
Energy 0% 0%
» More Sector Weightings

Robert Olstein's News:

» More Related News


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