Bill Nygren

Bill Nygren

Last Update: 08-18-2015

Number of Stocks: 58
Number of New Stocks: 2

Total Value: $16,864 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Bill Nygren Sold 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
HNZ HJ Heinz Company 2010-09-30 Reduce-1.02%$43.16 - $48.01
($46.06)
$ 0.00-100%Reduce 63.64%400,000
DIS Walt Disney Co 2010-09-30 Reduce-0.92%$31.38 - $35.29
($33.7)
$ 100.97200%Reduce 51.43%850,000
TYC Tyco International PLC 2010-09-30 Reduce$18.97 - $21.923
($20.75)
$ 35.4171%Reduce 9.09%1,600,000
AAPL Apple Inc 2010-09-30 Reduce$34.276 - $41.76
($37.13)
$ 109.27194%Reduce 8.33%1,540,000
DTV Directv 2010-06-30 Reduce-0.51%$34.27 - $39.68
($36.78)
$ 93.55154%Reduce 25.01%1,799,155
TYC Tyco International PLC 2010-06-30 Reduce$19.284 - $22.336
($20.94)
$ 35.4169%Reduce 5.38%1,760,000
AXP American Express Co 2010-03-31 Reduce-0.28%$36.79 - $42.98
($39.84)
$ 74.0886%Reduce 26.09%850,000
WMT Wal-Mart Stores Inc 2010-03-31 Reduce$52.61 - $55.99
($54.1)
$ 63.8918%Reduce 2.31%1,270,000
BK Bank of New York Mellon Corp 2010-03-31 Reduce$26.86 - $31.35
($29.2)
$ 38.4932%Reduce 2.05%2,389,630
AAPL Apple Inc 2010-03-31 Reduce$27.436 - $33.692
($30.12)
$ 109.27263%Reduce 4.00%1,680,000
WU Western Union Co 2010-03-31 Reduce$15.71 - $20.13
($17.41)
$ 18.255%Reduce 1.58%2,490,000
INTC Intel Corp 2010-03-31 Reduce$19.02 - $22.673
($20.85)
$ 28.5237%Reduce 2.53%3,850,000
JPM JPMorgan Chase & Co 2010-03-31 Reduce$37.7 - $45.02
($41.9)
$ 61.5047%Reduce 1.74%1,130,000
MRK Merck & Co Inc 2010-03-31 Reduce$36.2 - $41.03
($37.8)
$ 51.5936%Reduce 2.18%1,571,535
MSFT Microsoft Corp 2010-03-31 Reduce$27.72 - $31.1
($29.25)
$ 42.6146%Reduce 10.42%2,150,000
AXP American Express Co 2009-12-31 Reduce-0.56%$32.49 - $41.83
($38.39)
$ 74.0893%Reduce 37.84%1,150,000
FDX FedEx Corp 2009-12-31 Reduce-0.53%$72.69 - $91.36
($81.74)
$ 148.6182%Reduce 50.00%400,000
JPM JPMorgan Chase & Co 2009-12-31 Reduce$40.27 - $47.16
($43.11)
$ 61.5043%Reduce 14.65%1,150,000
WBA Walgreens Boots Alliance Inc 2009-12-31 Reduce$36.61 - $40.37
($38.59)
$ 87.43127%Reduce 15.00%1,700,000
AAPL Apple Inc 2009-12-31 Reduce$26.414 - $30.234
($28.22)
$ 109.27287%Reduce 7.41%1,750,000
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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
16.2% 8.8% 12.2%
» More Profile & Performance

Bill Nygren's Current Portfolio:

Ticker Shares Value ($1000)
BAC35,500,000604,210
APA8,275,000476,889
C8,330,000460,149
MA4,850,000453,378
AIG7,305,000451,595
GOOGL812,000438,295
JPM6,140,000416,046
GE15,500,000411,835
AMZN919,000398,929
ORCL9,445,000380,633
» More Current Portfolio

Bill Nygren's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 35.1% 35.1%
Technology 11.7% 11.7%
Consumer Cyclical 11.5% 11.5%
Consumer Defensive 6.4% 6.4%
Healthcare 5.4% 5.4%
Energy 3.6% 3.6%
Basic Materials 3.1% 3.1%
Industrials 2.4% 2.4%
Communication Services 1.4% 1.4%
» More Sector Weightings

Bill Nygren's News:

» More Related News


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User Comments

Mdayan
ReplyMdayan - 4 months ago
Hi. What do you think of stock option and derevitives.
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