Guru Ray Dalio (Trades, Portfolio) bought nearly four dozen new stakes in the fourth quarter. His largest acquisitions were in technology stocks, but many were in health care and related products, oil and gas and food and beverages.
Dalio acquired a 317,080-share stake in HollyFrontier Corp. (HFC, Financial), a Dallas-based oil and gas company, for an average price of $47.25 per share. The transaction had a 0.16% impact on Dalio’s portfolio.
Dalio’s stake is 0.17% of HollyFrontier’s outstanding shares and 0.16% of the guru’s total assets. Jim Simons (Trades, Portfolio) is HollyFrontier’s leading shareholder among the gurus with a 1,385,382-share stake. Simons’ stake is 0.76% of the company’s outstanding shares and 0.12% of Simons’ total assets.
HollyFrontier has a P/E of 10.4, a forward P/E of 6.3, a P/B of 1 and a P/S of 0.4. GuruFocus gives HollyFrontier a Financial Strength rating of 8/10 and a Profitability and Growth rating of 7/10.
HollyFrontier sold for $30.71 per share Friday.
Dalio bought a 209,691-share stake in Akamai Technologies Inc. (AKAM, Financial), a Cambridge, Massachusetts-based Internet company, for an average price of $61.13 per share. The deal had a 0.14% impact on Dalio’s portfolio.
Dalio’s stake in Akamai Technologies is 0.12% of the company’s outstanding shares and 0.14% of Dalio’s total assets. Simons is Akamai Technologies’ leading shareholder among the gurus with a stake of 703,300 shares. It is 0.4% of Akamai Technologies’ outstanding shares and 0.08% of Simons’ total assets.
Akamai Technologies has a P/E of 27.9, a forward P/E of 15.2, a P/B of 2.9 and a P/S of 4.3. GuruFocus gives Akamai Technologies a Financial Strength rating of 8/10 and a Profitability and Growth rating of 8/10.
Akamai Technologies sold for $50.76 per share Friday.
Dalio purchased a 112,963-share stake in Intuit Inc. (INTU, Financial), a Mountain View, California-based computer software company, for an average price of $96.86 per share. The transaction had a 0.14% impact on Dalio’s portfolio.
Dalio’s stake is 0.04% of Intuit’s outstanding shares and 0.14% of Dalio’s total assets. PRIMECAP Management (Trades, Portfolio) is Intuit’s leading shareholder among the gurus with a stake of 7,709,325 shares. PRIMECAP’s stake is 2.92% of Intuit’s outstanding shares and 0.76% of PRIMECAP’s total assets.
Intuit has a P/E of 63.4, a forward P/E of 20.8, a P/B of 23 and a P/S of 6. GuruFocus gives Intuit a Financial Strength rating of 9/10 and a Profitability and Growth rating of 7/10.
Intuit sold for $94.56 per share Friday.
Dalio acquired a 77,044-share stake in Berkshire Hathaway Inc. (BRK.B, Financial), an Omaha, Nebraska-based conglomerate, for an average price of $134.28 per share. The deal had a 0.13% impact on Dalio’s portfolio.
Dalio’s stake is 0.13% of his total assets. Berkshire Hathaway’s leading shareholder among the gurus is Bill Gates (Trades, Portfolio) with a stake of 79,381,548 shares. Gates’ stake is 3.24% of Berkshire Hathaway’s outstanding shares and 60.05% of the guru’s total assets.
Berkshire Hathaway has a P/E of 13.8, a forward P/E of 12.7, a P/B of 1.3 and a P/S of 1.5. GuruFocus gives Berkshire Hathaway a Financial Strength rating of 4/10 and a Profitability and Growth rating of 7/10.
Berkshire Hathaway sold for $128.07 per share Friday.
Dalio purchased a 97,479-share stake in Adobe Systems Inc. (ADBE, Financial), a San Jose, California-based computer software company, for an average price of $90.03 per share. The transaction had a 0.12% impact on Dalio’s portfolio.
Dalio’s stake is 0.02% of Adobe’s outstanding shares and 0.12% of the guru’s total assets. Adobe’s leading shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with a 33,244,110-share stake. PRIMECAP’s stake is 6.67% of Adobe’s outstanding shares and 3.19% of the guru’s total assets.
Adobe has a P/E of 78.8, a forward P/E of 20.2, a P/B of 5.4 and a P/S of 8.1. GuruFocus gives Adobe a Financial Strength rating of 8/10 and a Profitability and Growth rating of 7/10.
Adobe sold for $76.67 per share Friday.
Dalio bought a 122,706-share stake in Colgate-Palmolive Co. (CL, Financial), a New York-based personal care products company, for an average price of $66.57 per share. The deal had a 0.11% impact on Dalio’s portfolio.
The stake is 0.01% of Colgate-Palmolive’s outstanding shares and 0.11% of the guru’s total assets. Colgate-Palmolive’s leading shareholder among the gurus is Simons with a stake of 10,062,900 shares. Simons’ stake is 1.12% of Colgate-Palmolive’s outstanding shares and 1.46% of the guru’s total assets.
Colgate-Palmolive has a P/E of 24.4, a forward P/E of 20.5 and a P/S of 3.6. GuruFocus gives Colgate-Palmolive a Financial Strength rating of 7/10 and a Profitability and Growth rating of 8/10.
Colgate-Palmolive sold for $65.7 per share Friday.
Dalio invested in an 83,137-share stake in CVS Health Corp. (CVS, Financial), a Woonsocket, Rhode Island-based health care company, for an average price of $97.91 per share. The transaction had a 0.11% impact on Dalio’s portfolio.
Dalio’s stake is 0.01% of CVS Health’s outstanding shares and 0.11% of the guru’s total assets. CVS Health’s leading shareholder among the gurus is Pioneer Investments (Trades, Portfolio) with a 5,082,510-share stake. The holding is 0.46% of CVS Health’s outstanding shares and 1.89% of the guru’s total assets.
CVS Health has a P/E of 21.6, a forward P/E of 14.6, a P/B of 2.8 and a P/S of 0.7. GuruFocus gives CVS Health a Financial Strength rating of 8/10 and a Profitability and Growth rating of 8/10.
CVS Health sold for $95.86 per share Friday.
Dalio acquired a 113,274-share stake in CH Robinson Worldwide Inc. (CHRW, Financial), an Eden Prairie, Minnesota-based transportation company, for an average price of $67.28 per share. The deal had a 0.09% impact on Dalio’s portfolio.
Dalio’s stake is 0.08% of the company’s outstanding shares and 0.09% of the guru’s total assets. CH Robinson’s leading shareholder among the gurus is Donald Yacktman (Trades, Portfolio) with a stake of 3,095,797 shares. Yacktman’s stake is 2.16% of the company’s outstanding shares and 1.45% of Yacktman’s total assets.
CH Robinson has a P/E of 20.7, a forward P/E of 17.3, a P/B of 8.8 and a P/S of 0.7. GuruFocus gives CH Robinson a Financial Strength rating of 8/10 and a Profitability and Growth rating of 8/10.
CH Robinson sold for $70.16 per share Friday.
Dalio purchased a 109,075-share stake in Starbucks Corp. (SBUX, Financial), a Seattle-based coffeehouse chain, for an average price of $60.97 per share. The transaction had a 0.08% impact on Dalio’s portfolio.
Dalio’s stake is 0.01% of Starbucks’ outstanding shares and 0.08% of the guru’s total assets. Starbucks’ leading shareholder among the gurus is Pioneer Investments (Trades, Portfolio) with a stake of 5,598,553 shares. Pioneer Investments (Trades, Portfolio)’ stake is 0.38% of Starbucks’ outstanding shares and 1.28% of Pioneer’s total assets.
Starbucks has a P/E of 34.2, a forward P/E of 25.3, a P/B of 13.6 and a P/S of 4.2. GuruFocus gives Starbucks a Financial Strength rating of 8/10 and a Profitability and Growth rating of 8/10.
Starbucks sold for $55.86 per share Friday.
Dalio bought a 105,441-share stake in Campbell Soup Co. (CPB, Financial), a Camden, New Jersey-based food processing company, for an average price of $51.29 per share. The deal had a 0.07% impact on Dalio’s portfolio.
Dalio’s stake is 0.03% of the company’s outstanding shares and 0.07% of Dalio’s total assets. Campbell Soup’s leading shareholder among the gurus is Pioneer Investments (Trades, Portfolio) with a stake of 2,297,604 shares. Pioneer’s stake is 0.74% of Campbell Soup’s outstanding shares and 0.46% of the guru’s total assets.
Campbell Soup has a P/E of 28.1, a forward P/E of 19.7, a P/B of 12.8 and a P/S of 2.3. GuruFocus gives Campbell Soup a Financial Strength rating of 7/10 and a Profitability and Growth rating of 7/10.
Campbell Soup sold for $58.24 per share Friday.
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