Video Video Tutorial

jmh600 Portfolios

jmh600's Space » All Portfolios

Well Incentivized Open to everyone Limited to 500 stocks per portfolio

Symbol Guru Ownership Insider Buys/Sells (6 months)
AZN

AstraZeneca PLC

» Details

Guru Trades

Q2 2014

AZN Guru Trades in Q2 2014

George Soros 150,000 sh (New)
Mario Gabelli 40,400 sh (New)
Jeremy Grantham 28,000 sh (New)
Louis Moore Bacon 40,000 sh (New)
Paul Tudor Jones 27,100 sh (New)
Jim Simons 1,794,800 sh (+25.60%)
Steven Cohen 370,800 sh (unchged)
Francis Chou 13,000 sh (unchged)
Steven Cohen 225,000 sh (unchged)
Daniel Loeb 1,000,000 sh (unchged)
Joel Greenblatt Sold Out
Murray Stahl 13,000 sh (-0.81%)
John Hussman 223,500 sh (-1.97%)
David Dreman 117,832 sh (-13.00%)
NWQ Managers 64,475 sh (-24.55%)
Manning & Napier Advisors, Inc 309,030 sh (-32.76%)
Stanley Druckenmiller 208,900 sh (-42.05%)
Pioneer Investments 225,804 sh (-50.84%)
Charles Brandes 386,058 sh (-71.06%)
» More
Q3 2014

AZN Guru Trades in Q3 2014

Steven Cohen 611,100 sh (+64.81%)
Mario Gabelli 41,900 sh (+3.71%)
Jim Simons 1,847,100 sh (+2.91%)
Manning & Napier Advisors, Inc 317,180 sh (+2.64%)
Pioneer Investments 227,221 sh (unchged)
NWQ Managers 64,475 sh (unchged)
George Soros 150,000 sh (unchged)
Steven Cohen 400,000 sh (unchged)
Murray Stahl 13,000 sh (unchged)
Francis Chou 13,000 sh (unchged)
Paul Tudor Jones Sold Out
Jeremy Grantham Sold Out
Stanley Druckenmiller Sold Out
Charles Brandes Sold Out
David Dreman 117,003 sh (-0.70%)
John Hussman 173,500 sh (-22.37%)
Louis Moore Bacon 30,000 sh (-25.00%)
» More
Q4 2014

AZN Guru Trades in Q4 2014

Pioneer Investments 754,327 sh (+231.98%)
Jim Simons 2,287,900 sh (+23.86%)
NWQ Managers 66,440 sh (+3.05%)
Murray Stahl 13,000 sh (unchged)
John Hussman 173,500 sh (unchged)
Francis Chou 13,000 sh (unchged)
George Soros Sold Out
Louis Moore Bacon Sold Out
Steven Cohen 587,400 sh (-3.88%)
Manning & Napier Advisors, Inc 227,870 sh (-28.16%)
Mario Gabelli 19,900 sh (-52.51%)
David Dreman 28,764 sh (-75.42%)
» More
Q1 2015

AZN Guru Trades in Q1 2015

Jim Simons 3,154,400 sh (+37.87%)
Pioneer Investments 758,498 sh (+0.55%)
Murray Stahl 13,000 sh (unchged)
Manning & Napier Advisors, Inc 227,870 sh (unchged)
Francis Chou 13,000 sh (unchged)
David Dreman 27,489 sh (-4.43%)
NWQ Managers 52,265 sh (-21.34%)
Mario Gabelli 11,800 sh (-40.70%)
John Hussman 52,000 sh (-70.03%)
Steven Cohen 61,800 sh (-89.48%)
» More
» Details

Insider Trades

CMI

Cummins Inc

» Details

Guru Trades

Q2 2014

CMI Guru Trades in Q2 2014

Ken Heebner 155,000 sh (New)
Jeremy Grantham 216,800 sh (+224.07%)
Ray Dalio 14,424 sh (+56.19%)
HOTCHKIS & WILEY 2,730,394 sh (+0.65%)
Steven Cohen 10,000 sh (unchged)
PRIMECAP Management 83,150 sh (unchged)
Joel Greenblatt Sold Out
Paul Tudor Jones Sold Out
Robert Olstein Sold Out
Bill Nygren Sold Out
Mario Gabelli 8,870 sh (-0.17%)
RS Investment Management 349,200 sh (-4.66%)
Pioneer Investments 1,317,666 sh (-8.76%)
David Rolfe 1,202,145 sh (-32.36%)
Caxton Associates 15,000 sh (-62.50%)
Jim Simons 140,300 sh (-69.12%)
» More
Q3 2014

CMI Guru Trades in Q3 2014

Paul Tudor Jones 12,186 sh (New)
Jim Simons 393,900 sh (+180.76%)
David Rolfe 1,361,740 sh (+13.28%)
HOTCHKIS & WILEY 3,046,316 sh (+11.57%)
Mario Gabelli 9,750 sh (+9.92%)
Ray Dalio 15,666 sh (+8.61%)
Pioneer Investments 1,090,087 sh (unchged)
Caxton Associates Sold Out
Jeremy Grantham Sold Out
Steven Cohen Sold Out
Ken Heebner Sold Out
RS Investment Management 315,700 sh (-9.59%)
PRIMECAP Management 33,150 sh (-60.13%)
» More
Q4 2014

CMI Guru Trades in Q4 2014

Joel Greenblatt 49,488 sh (New)
Louis Moore Bacon 7,500 sh (New)
Jeremy Grantham 8,600 sh (New)
Ray Dalio 42,966 sh (+174.26%)
David Rolfe 1,563,820 sh (+14.84%)
Pioneer Investments 1,141,361 sh (+4.70%)
Mario Gabelli 9,750 sh (unchged)
PRIMECAP Management Sold Out
HOTCHKIS & WILEY 2,891,614 sh (-5.08%)
RS Investment Management 255,155 sh (-19.18%)
Paul Tudor Jones 3,800 sh (-68.82%)
Jim Simons 64,167 sh (-83.71%)
» More
Q1 2015

CMI Guru Trades in Q1 2015

David Dreman 4,123 sh (New)
Louis Moore Bacon 86,000 sh (+1046.67%)
Paul Tudor Jones 10,823 sh (+184.82%)
Mario Gabelli 11,425 sh (+17.18%)
Joel Greenblatt 57,373 sh (+15.93%)
RS Investment Management 284,835 sh (+11.63%)
HOTCHKIS & WILEY 3,109,777 sh (+7.54%)
David Rolfe 1,638,237 sh (+4.76%)
Pioneer Investments 1,168,326 sh (+2.36%)
Ray Dalio Sold Out
Jim Simons Sold Out
Jeremy Grantham 7,900 sh (-8.14%)
» More
» Details

Insider Trades

MDT

Medtronic PLC

» Details

Guru Trades

Q2 2014

MDT Guru Trades in Q2 2014

Robert Olstein 115,000 sh (New)
First Eagle Investment 2,098,343 sh (New)
Mario Gabelli 40,000 sh (New)
Jim Simons 2,312,700 sh (+53.45%)
Pioneer Investments 1,113,090 sh (+37.53%)
Vanguard Health Care Fund 12,402,000 sh (+9.39%)
James Barrow 32,340,234 sh (+1.96%)
John Buckingham 19,010 sh (+0.97%)
Bill Frels 4,146,152 sh (+0.53%)
Bill Nygren 4,605,000 sh (+0.44%)
Steven Cohen 933,000 sh (unchged)
Steven Cohen 250,000 sh (unchged)
Ray Dalio Sold Out
Manning & Napier Advisors, Inc Sold Out
John Hussman Sold Out
Scott Black 42,983 sh (-0.16%)
Jeff Auxier 149,320 sh (-0.93%)
John Keeley 33,460 sh (-2.05%)
Dodge & Cox 8,776,593 sh (-2.29%)
Paul Tudor Jones 10,500 sh (-5.41%)
PRIMECAP Management 29,602,228 sh (-6.23%)
HOTCHKIS & WILEY 1,932,500 sh (-6.50%)
Ken Fisher 6,015 sh (-12.23%)
Diamond Hill Capital 4,605,630 sh (-13.90%)
Jeremy Grantham 5,518,126 sh (-21.73%)
Chuck Royce 66,100 sh (-48.68%)
Joel Greenblatt 9,398 sh (-96.16%)
» More
Q3 2014

MDT Guru Trades in Q3 2014

Ruane Cunniff 9,700 sh (New)
Andreas Halvorsen 1,841,414 sh (New)
Ray Dalio 27,045 sh (New)
Joel Greenblatt 496,211 sh (+5179.96%)
HOTCHKIS & WILEY 3,230,958 sh (+67.19%)
Robert Olstein 142,000 sh (+23.48%)
Paul Tudor Jones 11,500 sh (+9.52%)
Ken Fisher 6,165 sh (+2.49%)
Bill Nygren 4,690,000 sh (+1.85%)
Dodge & Cox 8,864,623 sh (+1.00%)
John Buckingham 19,152 sh (+0.75%)
James Barrow 32,479,848 sh (+0.43%)
John Keeley 33,460 sh (unchged)
Vanguard Health Care Fund 12,402,000 sh (unchged)
Pioneer Investments 976,081 sh (unchged)
Mario Gabelli 40,000 sh (unchged)
Scott Black Sold Out
Chuck Royce Sold Out
PRIMECAP Management 29,535,573 sh (-0.23%)
Jeff Auxier 146,345 sh (-1.99%)
Jim Simons 2,200,400 sh (-4.86%)
Bill Frels 3,768,038 sh (-9.12%)
First Eagle Investment 1,790,484 sh (-14.67%)
Diamond Hill Capital 3,703,791 sh (-19.58%)
Steven Cohen 265,300 sh (-71.56%)
Jeremy Grantham 551,007 sh (-90.01%)
» More
Q4 2014

MDT Guru Trades in Q4 2014

John Hussman 200,000 sh (New)
Steven Cohen 658,900 sh (+148.36%)
Ray Dalio 36,632 sh (+35.45%)
Vanguard Health Care Fund 13,047,000 sh (+5.20%)
James Barrow 32,638,454 sh (+0.49%)
Ken Fisher 6,193 sh (+0.45%)
Bill Nygren 4,690,000 sh (unchged)
Jim Simons Sold Out
Andreas Halvorsen Sold Out
Jeff Auxier 145,895 sh (-0.31%)
John Buckingham 19,051 sh (-0.53%)
Dodge & Cox 8,817,773 sh (-0.53%)
Diamond Hill Capital 3,678,388 sh (-0.69%)
HOTCHKIS & WILEY 3,207,884 sh (-0.71%)
John Keeley 33,180 sh (-0.84%)
Robert Olstein 134,000 sh (-5.63%)
Bill Frels 3,396,496 sh (-9.86%)
Pioneer Investments 788,292 sh (-19.24%)
First Eagle Investment 1,236,314 sh (-30.95%)
PRIMECAP Management 18,578,166 sh (-37.10%)
Ruane Cunniff 4,700 sh (-51.55%)
Paul Tudor Jones 3,800 sh (-66.96%)
Mario Gabelli 10,000 sh (-75.00%)
Joel Greenblatt 19,608 sh (-96.05%)
Jeremy Grantham 4,046 sh (-99.27%)
Steven Romick -2,425,900 sh (-9999.00%)
» More
Q1 2015

MDT Guru Trades in Q1 2015

Louis Moore Bacon 25,233 sh (New)
Ronald Muhlenkamp 173,653 sh (New)
First Pacific Advisors 2,147,307 sh (New)
Caxton Associates 30,000 sh (New)
Jeremy Grantham 7,402,676 sh (+182862.83%)
Mario Gabelli 66,282 sh (+562.82%)
Ray Dalio 172,832 sh (+371.81%)
Pioneer Investments 2,760,285 sh (+250.16%)
Paul Tudor Jones 11,800 sh (+210.53%)
Joel Greenblatt 37,793 sh (+92.74%)
HOTCHKIS & WILEY 5,753,016 sh (+79.34%)
Vanguard Health Care Fund 18,885,933 sh (+44.75%)
John Keeley 40,512 sh (+22.10%)
Ken Fisher 6,717 sh (+8.46%)
Ruane Cunniff 4,880 sh (+3.83%)
John Buckingham 19,377 sh (+1.71%)
Robert Olstein 134,000 sh (unchged)
Bill Nygren 4,690,000 sh (unchged)
John Hussman 200,000 sh (unchged)
Dodge & Cox 8,696,577 sh (-1.37%)
James Barrow 31,889,163 sh (-2.30%)
Diamond Hill Capital 3,566,702 sh (-3.04%)
Bill Frels 3,254,448 sh (-4.18%)
PRIMECAP Management 17,545,221 sh (-5.56%)
First Eagle Investment 937,172 sh (-24.20%)
Jeff Auxier 45,530 sh (-68.79%)
Steven Cohen 136,200 sh (-79.33%)
Steven Romick 2,020,579 sh (-183.29%)
» More
» Details

Insider Trades

Portfolio's Discussions:

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GuruFocus Premium Plus Membership

FEEDBACK