Consensus Stocks 'A to Z' - Second Quarter Action

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Aug 07, 2013
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For consensus picks at the well-publicized end, everyone knows the Gurus are buying Apple Inc. (AAPL, Financial) and U.S. Bancorp (USB, Financial), stocks held by numerous investor billionaires, but the activity on less-publicized stocks is not always top of mind. Here’s the most recent action on four stocks, listed from A to Z, covering Aaron’s Inc. to Zoetis Inc., pulled from the middle ground of stocks popular with Gurus.

Aaron’s Inc. (AAN, Financial)

Down 7% over 12 months, Aaron’s Inc. (AAN) has eight Guru owners.

Aaron’s Inc. has a market cap of $21.17 billion, a P/E of 14.20, and a yield of 0.20.

The stock price for AAN is $28.51 per share.

Guru Action: In the second quarter of 2013, Guru shareholder Scott Black added to his position by 247.99%, buying 57,795 shares at an average price of $28.26 for a gain of 0.9%.



Diamond Hill Capital also added to its position in second quarter, purchasing 201,833 shares at an average price of $28.26, for a gain of 0.9%.



Historical pricing:

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Aetna Inc. (AET, Financial)

Up 72% over 12 months, Aetna Inc. (AET) is held by 15 Guru owners.

Aetna Inc. (AET) has a market cap of $23.83 billion, a P/E of 13.40, and a yield of 1.20.

The stock price for AET is $64.05 per share.

Guru Action: In the second quarter of 2013, top Guru shareholder Vanguard Health Care Fund bought 1,564,683 shares at an average price of $58.75 for a gain of 9%. Vanguard holds current shares of 6,239,883. A long trading history shows this holding has always been in the green.



Guru John Hussman bought a new holding of 400,000 shares in the second quarter. He bought at an average price of $58.75 or a gain of 9%.

Historical pricing:

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Apollo Group (APOL, Financial)

Held by 16 Gurus, Apollo Group has a market cap of $2.28 billion and a P/E of 7.50.

The stock price for APOL is $20.18 per share.

Guru Action: In the second quarter of 2013, Guru shareholder Robert Rodriguez added to his position by 32.57%, buying 411,200 shares at an average price of $19.04 per share for a gain of 6%. His currents shares are at 1,673,700.

In the same quarter, top Guru shareholder Donald Yacktman also bought 23,350 shares at an average price of $19.04, gaining 6%. Donald Yacktman’s current shares are at 7,629,389. Additionally, Yacktman Fund did not add to its position but gained 6% on its currents shares of 3,300,000, and the Yacktman Focused Fund also gained 6% on its current shares of 2,705,000.

Historical pricing:

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Zoetis Inc. (ZTS, Financial)

Held by 15 Guru owners, Zoetis Inc. (ZTS) has a market cap of $152.52 billion, a P/E of 33.50, and a yield of 0.40.

The stock price for ZTS is $31.13 per share.

Guru Action: Top Guru shareholder Vanguard Health Care Fund increased its position by 1,167.44%, buying 7,748,317 shares at an average price of $32.38 per share for a loss of 2.7% in second quarter. Vanguard has current shares of 8,412,017. Steven Cohen follows closely with 7,641,977 shares as of June 14, 2013.

Mario Gabelli made a new buy of 54, 360 shares at an average price of $32.38 per share in the second quarter of 2013 for a loss of 4%.

Historical pricing:

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