Jeff Ubben

Jeff Ubben

Last Update: 2014-11-17

Number of Stocks: 13
Number of New Stocks: 2

Total Value: $14,919 Mil
Q/Q Turnover: 12%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Jeff Ubben 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
COL Rockwell Collins Inc 2014-09-30 Reduce-0.55%$72.24 - $80.43
($76.84)
$ 84.4810%Reduce -7.99%11,051,428
ADBE Adobe Systems Inc 2014-09-30 Reduce-0.37%$66.94 - $73.57
($70.88)
$ 71.321%Reduce -2.85%23,860,116
COL Rockwell Collins Inc 2014-06-30 Reduce-0.66%$76.07 - $80.89
($78.56)
$ 84.488%Reduce -8.39%12,011,700
EXPD Expeditors Internati... 2014-06-30 Reduce-0.38%$38.71 - $46.26
($42.99)
$ 44.514%Reduce -58.6%905,364
ADBE Adobe Systems Inc 2014-06-30 Reduce-0.37%$58.63 - $73.08
($64.38)
$ 71.3211%Reduce -2.96%24,560,116
DRC Dresser-Rand Group I... 2014-06-30 Reduce-0.29%$57.32 - $63.43
($60.99)
$ 81.8934%Reduce -12.98%4,358,408
MCRS Micros Systems Inc 2014-03-31 Reduce-2.11%$51.97 - $59.32
($55.54)
$ 67.9922%Reduce -66.07%2,272,552
ADBE Adobe Systems Inc 2013-12-31 Reduce-2.82%$49.45 - $60.89
($55.22)
$ 71.3229%Reduce -19.15%25,310,116
BCR C.R. Bard, Inc. 2013-06-30 Reduce-3.24%$98.25 - $111.8
($104.06)
$ 166.560%Reduce -79.02%758,704
GDI Gardner Denver, Inc. 2013-06-30 Reduce-1.56%$74.91 - $75.51
($75.19)
$ 761%Reduce -74.34%643,400
BCR C.R. Bard, Inc. 2013-03-31 Reduce-0.82%$97.74 - $103.51
($100.89)
$ 166.565%Reduce -15.52%3,616,308
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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.

Jeff Ubben's Profile:

JEFFREY W. UBBEN is a Founder, Chief Executive Officer and the Chief Investment Officer of ValueAct Holding LP. Prior to founding ValueAct Capital in 2000, Mr. Ubben was a Managing Partner at Blum Capital Partners (“Blum”) for more than five years. Previously, Mr. Ubben is a former chairman and director of Martha Stewart Living Omnimedia, Inc., a former director of Acxiom Corp., Catalina Marketing Corp., Gartner Group, Inc., Insurance Auto Auctions, Inc., Mentor Corporation, Omnicare, Inc., Misys, plc, Per-Se Technologies, Inc., Sara Lee Corp. and several other public and private companies. In addition, Mr. Ubben serves as chairman of the national board of the Posse Foundation, is on the board of trustees of Northwestern University, and is also on the board of the American Conservatory Theater. He has a B.A. from Duke University and an M.B.A. from the J. L. Kellogg Graduate School of Management at Northwestern University.

» More Profile & Performance

Jeff Ubben's Current Portfolio:

Ticker Shares Value ($1000)
MSFT74,237,4693,441,650
VRX18,923,8772,482,810
MSI28,907,6231,829,270
ADBE23,860,1161,650,880
CBG32,165,849956,612
COL11,051,428867,537
FOX25,200,000839,412
WSH18,423,835762,747
AWI9,200,000515,200
ALSN18,025,204513,538
» More Current Portfolio

Jeff Ubben's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 16.6% 16.6%
Consumer Cyclical 10.1% 10.1%
Technology 8.7% 8.7%
Basic Materials 6.6% 6.6%
Real Estate 6.4% 6.4%
Financial Services 5.1% 5.1%
Industrials 0% 0%
» More Sector Weightings

Jeff Ubben's News:

» More Related News


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