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 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
IGT International Game T... 2014-09-30 Sold Out -2%$15.11 - $17.37
($16.66)
$ 17.193%Sold Out0
URS URS Corp 2014-09-30 Sold Out -1.4%$47.95 - $60.75
($58.26)
$ 54.2-7%Sold Out0
ANN Ann Inc 2014-09-30 Sold Out -0.93%$35.45 - $42.41
($39.45)
$ 38-4%Sold Out0
SAVE Spirit Airlines Inc 2014-09-30 Reduce-0.65%$62.41 - $73.31
($68.64)
$ 77.2913%Reduce -40.85%108,000
PETM PetSmart Inc 2014-09-30 Reduce-0.64%$59.805 - $72.27
($69.71)
$ 78.2512%Reduce -30.27%182,000
BAX Baxter International... 2014-09-30 Sold Out -0.59%$71.28 - $77
($74.81)
$ 72.44-3%Sold Out0
ABB ABB Ltd 2014-09-30 Sold Out -0.36%$22.27 - $24.01
($22.93)
$ 22.950%Sold Out0
BBBY Bed Bath & Beyond In... 2014-09-30 Reduce-0.31%$57.8 - $67.33
($62.98)
$ 73.6917%Reduce -20.62%154,000
NOV National Oilwell Var... 2014-09-30 Reduce-0.29%$77.93 - $86.43
($82.81)
$ 73.55-11%Reduce -39.39%40,000
TRW TRW Automotive Holdi... 2014-09-30 Sold Out -0.29%$89.96 - $105.47
($100.17)
$ 103.373%Sold Out0
EFX Equifax Inc 2014-09-30 Reduce-0.27%$72.3 - $79.86
($76.29)
$ 79.614%Reduce -29.47%67,000
DD E I du Pont de Nemou... 2014-09-30 Reduce-0.26%$64.03 - $72.83
($66.3)
$ 72.159%Reduce -20%120,000
INTC Intel Corp 2014-09-30 Reduce-0.26%$30.79 - $35.33
($33.89)
$ 36.257%Reduce -37.95%103,000
KSS Kohl's Corp 2014-09-30 Reduce-0.18%$51 - $62.5
($56.57)
$ 58.924%Reduce -14.63%140,000
BIG Big Lots Inc 2014-09-30 Reduce-0.17%$43.28 - $47.97
($45.56)
$ 50.4411%Reduce -15.63%146,800
PEP PepsiCo Inc 2014-09-30 Reduce-0.16%$88.1 - $93.79
($91.3)
$ 98.688%Reduce -12.26%93,000
UFPT UFP Technologies Inc 2014-09-30 Sold Out -0.16%$21.32 - $25.77
($23.73)
$ 22.3-6%Sold Out0
CMCSA Comcast Corp 2014-09-30 Reduce-0.15%$52.68 - $57.23
($54.81)
$ 55.020%Reduce -10.24%184,000
GBX Greenbrier Companies... 2014-09-30 Reduce-0.13%$60.79 - $77.54
($68.62)
$ 66.43-3%Reduce -19.54%70,000
M Macy's Inc 2014-09-30 Reduce-0.13%$56.47 - $62.59
($59.34)
$ 64.368%Reduce -8.24%186,000
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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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