Global asset manager Columbia Wanger (Trades, Portfolio) exited its position in many stocks during the fourth quarter.
The fund sold out its stake in Donaldson Co. Inc. (DCI) with an impact of 2.58% on the portfolio.
It is a manufacturer of filtration systems and replacement parts. The company's product mix includes air and liquid filtration systems and exhaust and emission control products. Third quarter results, and the full-year sales and earnings forecast, were in line with the guidance, which reflects a slowdown of the Aftermarket business combined with continued pressure from Off-Road end markets and the strong U.S. dollar.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10, with strong returns of ROE 14.28% and ROA 7.05% that are outperforming 88% of the companies in the Global Diversified Industrials industry. Financial strength has a rating of 9 out of 10, with a cash-to-debt of 0.33 that is below the industry median of 0.74.
The company’s largest shareholder among the gurus is Mairs and Power (Trades, Portfolio) with 4% of outstanding shares, followed by Mario Gabelli (Trades, Portfolio) with 1.2% and Chuck Royce (Trades, Portfolio) with 0.22%.
The fund sold out its stake in Nordson Corp. (NDSN) with an impact of 1.88% on the portfolio.
The company engineers, manufactures and markets differentiated products and systems used for dispensing and processing adhesives, coatings, polymers, sealants and biomaterials, and for managing fluids, testing and inspecting for quality, treating surfaces and curing. Sales in the third quarter had 6% organic growth, and for the fourth quarter they expect a growth of 2% for sales.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10, with strong returns of ROE 26.12% and ROA 9.22% that are outperforming 85% of the companies in the Global Diversified Industrials industry. Financial strength has a rating of 7 out of 10, with a cash-to-debt of 0.04 that is far below the industry median of 0.74.
Ron Baron (Trades, Portfolio) is the largest shareholder among the gurus with 1.2% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.84%, First Pacific Advisors (Trades, Portfolio) with 0.35% and Westport Asset Management (Trades, Portfolio) with 0.16%.
The fund sold out its stake in Mettler-Toledo International Inc. (MTD) with an impact of 1.73% on the portfolio.
The company is the supplier of precision instruments and services and provider of weighing instruments for use in laboratory, industrial and food retailing applications.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10, with strong returns of ROE 14.28% and ROA 7.05% that are outperforming 93% of the companies in the Global Medical Instruments & Supplies industry. Financial strength has a rating of 10 out of 10, with a cash-to-debt of 0.20 that is far below the industry median of 1.41.
The company’s largest shareholder among the gurus is Ron Baron (Trades, Portfolio) with 4.57% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.22% and Steven Cohen (Trades, Portfolio) with 0.15%.
The fund sold out its stake in SEI Investments Co. (SEIC) with an impact of 1.69% on the portfolio.
The company is a provider of investment processing, investment management and investment operations solutions. It helps financial institutions, financial advisors, institutional investors, investment managers and ultra-high-net-worth families create and manage wealth by providing comprehensive, investment and investment-business solutions. Revenue grew 4% year over year during the third quarter, and net income had a growth of 5%.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10, with strong returns of ROE 25.61% and ROA 21.48% that are outperforming 93% of the companies in the Global Asset Management industry. Financial strength has a rating of 7 out of 10, with no debt.
Chuck Royce (Trades, Portfolio) is the largest shareholder among the gurus with 0.89% of outstanding shares, followed by RS Investment Management (Trades, Portfolio) with 0.37%, Jim Simons (Trades, Portfolio) with 0.37% and Pioneer Investments (Trades, Portfolio) with 0.19%.
The fund sold out its stake in Associated Banc-Corp. (ASB) with an impact of 1.51% on the portfolio.
It is a bank holding company that provides banking and related financial services to individual and corporate customers.
GuruFocus gives the stock a profitability and growth rating of 5 out of 10, with weak returns of ROE 6.54% and ROA 0.72% that are underperforming 63% of the companies in the Global Banks - Regional - US industry. Financial strength has a rating of 8 out of 10, with a cash-to-debt of 0.13 that is far below the industry median of 1.46.
The company’s largest shareholder among the gurus is RS Investment Management (Trades, Portfolio) with 3.87% of outstanding shares, followed by Mairs and Power (Trades, Portfolio) with 2.2% and Richard Pzena (Trades, Portfolio) with 1.22%.
The fund sold out its stake in Vail Resorts Inc. (MTN) with an impact of 0.94% on the portfolio.
The company's operations are grouped into three business segments: Mountain, Lodging and Real Estate. The Mountain segment operates eight ski resort properties and two urban ski areas as well as ancillary services, including ski school, dining and retail/rental operations. Third quarter EBITDA had an increase of 10.9% compared to the same period in the prior year and net income grew by 13.1%.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10, with strong returns of ROE 14.33% and ROA 4.96% that are outperforming 66% of the companies in the Global Resorts & Casinos industry. Financial strength has a rating of 6 out of 10, with a cash-to-debt of 0.05 that is far below the industry median of 0.63.
Ron Baron (Trades, Portfolio) is the largest shareholder among the gurus with 14.82% of outstanding shares, followed by Mason Hawkins (Trades, Portfolio) with 4.98%, John Keeley (Trades, Portfolio) with 1.18% and Joel Greenblatt (Trades, Portfolio) with 0.76%.
The fund sold out its stake in Generac Holdings Inc. (GNRC) with an impact of 0.93% on the portfolio.
The company is a designer and manufacturer of power generation equipment and other engine powered products serving the residential, light commercial, industrial and construction markets.
GuruFocus gives the stock a profitability and growth rating of 5 out of 10, with strong returns of ROE 24.08% and ROA 6.36% that are outperforming 72% of the companies in the Global Diversified Industrials industry. Financial strength has a rating of 9 out of 10, with a cash-to-debt of 0.04 that is far below the industry median of 0.74.
The company’s largest shareholder among the gurus is Ron Baron (Trades, Portfolio) with 3.13% of outstanding shares, followed by John Keeley (Trades, Portfolio) with 1.52% and Mairs and Power (Trades, Portfolio) with 1.26%.
The fund sold out its stake in Moog Inc. (MOG.A) with an impact of 0.8% on the portfolio.
The company is a designer, manufacturer and integrator of high performance precision motion and fluid controls and systems for applications in aerospace and defense, industrial and medical markets. Sales in the quarter were down 7% from a year ago and commercial aftermarket revenues were down 9% due to lower initial provisioning of 787 spares.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with strong returns of ROE 11.27% and ROA 4.22% that are outperforming 66% of the companies in the Global Aerospace & Defense industry. Financial strength has a rating of 8 out of 10, with a cash-to-debt of 0.29 that is below the industry median of 0.37.
Joel Greenblatt (Trades, Portfolio) is the largest shareholder among the gurus with 1.03% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.63%, Mario Gabelli (Trades, Portfolio) with 0.28%, Chuck Royce (Trades, Portfolio) with 0.07% and Paul Tudor Jones (Trades, Portfolio) with 0.06%.
The fund sold out its stake in MB Financial Inc. (MBFI) with an impact of 0.77% on the portfolio.
The company is a financial holding company and its main market is the Chicago metropolitan area, in which it operates 85 banking offices through its bank subsidiary, MB Financial Bank.
GuruFocus gives the stock a profitability and growth rating of 5 out of 10, with weak ROE of 7.02 that is underperforming the industry, and strong ROA of 1.03% that is outperforming the industry. Financial strength has a rating of 7 out of 10, with a cash-to-debt of 0.25 that is below the industry median of 1.46.
The company’s largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 0.16% of outstanding shares, followed by John Rogers (Trades, Portfolio) with 0.05% and Paul Tudor Jones (Trades, Portfolio) with 0.04%.
The fund sold out its stake in ExlService Holdings Inc. (EXLS) with an impact of 0.75% on the portfolio.
The company provides business process solutions, utilizing operations management, analytics and technology services. It has two business segments: outsourcing and transformation services.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10, with easy returns of ROE 10.26% and ROA 7.59% that are outperforming 56% of the companies in the Global Business Services industry. Financial strength has a rating of 8 out of 10, with a cash-to-debt of 2.60 that is above the industry median of 1.25.
Jim Simons (Trades, Portfolio) is the largest shareholder among the gurus with 2.28% of outstanding shares, followed by Paul Tudor Jones (Trades, Portfolio) with 0.04%.
