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Tiziano Frateschi
Tiziano Frateschi
Articles (2302)  | Author's Website |

Jerome Dodson Exits Signature Bank, Trims Alphabet

Investor's largest sales of the 4th quarter

The founder and chairman of Parnassus Investments, Jerome Dodson (Trades, Portfolio), sold shares of the following stocks during the fourth quarter.

Signature Bank

The investor sold out of Signature Bank (NASDAQ:SBNY). The portfolio was impacted by -2.04%.

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The bank has a market cap of $7.36 billion and an enterprise value of $4.33 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The return on equity of 13.27% and return on assets of 1.25% are outperforming 68% of companies in the banking industry. Its financial strength is rated 2 out of 10. The cash-debt ratio of 0.18 is below the industry median of 1.11.

The largest guru shareholder of the company is First Pacific Advisors (Trades, Portfolio) with 1.52% of outstanding shares, followed by Steven Romick (Trades, Portfolio)’s FPA Crescent Fund with 1.36%, Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.43% and Prem Watsa (Trades, Portfolio) with 0.05%.

Monolithic Power Systems

The guru exited his Monolithic Power Systems Inc. (NASDAQ:MPWR) position. The portfolio was impacted by -1.90%.

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The high-performance power solutions provider has a market cap of $7.74 billion and an enterprise value of $7.32 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 15.44% and return on assets of 12.42% are outperforming 79% of companies in the semiconductors industry. Its financial strength is rated 8 out of 10. The cash-debt ratio of 166.96 is above the industry median of 1.33.

The largest guru shareholder of the company is Pioneer Investments (Trades, Portfolio) with 0.53% of outstanding shares, followed by Lee Ainslie (Trades, Portfolio) with 0.02% and Simons’ firm with 0.01%.

Motorola Solutions

Dodson reduced the Motorola Solutions Inc. (NYSE:MSI) holding by 25.02%, impacting the portfolio by -1.05%.

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The company, which manufactures two-way portable radios and offers related support services, has a market cap of $29.22 billion and an enterprise value of $34.45 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on assets of 10.75% is outperforming 87% of companies in the hardware industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.18 is far below the industry median of 1.19.

The largest guru shareholder of the company is Philippe Laffont (Trades, Portfolio) with 0.93% of outstanding shares, followed by Mairs and Power (Trades, Portfolio) with 0.18%, David Rolfe (Trades, Portfolio) with 0.12% and Pioneer Investments with 0.10%.

Old Dominion Freight Lines

Dodson trimmed his Old Dominion Freight Lines Inc. (NASDAQ:ODFL) position by 32.13%. The trade had an impact of -0.86% on the portfolio.

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The American logistics and transportation company has a market cap of $16.45 billion and an enterprise value of $16.17 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 22.9% and return on assets of 17.16% are outperforming 88% of companies in the transportation industry. Its financial strength is rated 9 out of 10 with a cash-debt ratio of 7.16.

The company's largest guru shareholders include PRIMECAP Management (Trades, Portfolio) with 0.22% of outstanding shares, Dodson with 0.12%, Chuck Royce (Trades, Portfolio) with 0.02% and Ken Fisher (Trades, Portfolio) with 0.01%.

Mondelez International

The guru trimmed his Mondelez International Inc. (NASDAQ:MDLZ) position by 16.23%. The portfolio was impacted by -0.82%.

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The company, which produces popular snacks like Oreos, Honey Maid graham crackers and Cadbury Eggs, has a market cap of $78.82 billion and an enterprise value of $97.30 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of 15.28% and return on assets of 6.23% are outperforming 70% of companies in the consumer packaged goods industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.08 is below the industry median of 0.4.

The largest guru shareholder of the company is Simons’ firm with 0.29% of outstanding shares, followed by Pioneer Investments with 0.25%, Hotchkis & Wiley with 0.20%, Mario Gabelli (Trades, Portfolio) with 0.14% and Sarah Ketterer (Trades, Portfolio) with 0.11%.

Alphabet

The investor curbed his position in Alphabet Inc. (NASDAQ:GOOGL) by 18.32%. The portfolio was impacted by -0.48%.

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The tech company has a market cap of $992.60 billion and an enterprise value of $885.17 billion.

GuruFocus gives the company a profitability and growth rating of 10 out of 10. The return on equity of 17.76% and return on assets of 13.37% are outperforming 80% of companies in the interactive media industry. Its financial strength is rated 9 out of 10. The cash-debt ratio of 8.81 is above the industry median of 4.84.

The largest guru shareholder of the company is PRIMECAP Management with 0.30% of outstanding shares, followed by Fisher with 0.21% and Frank Sands (Trades, Portfolio) with 0.16%.

Hologic

The guru reduced his position in Hologic Inc. (NASDAQ:HOLX) by 20.72%. The portfolio was impacted by 0.75%.

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The company, which provides proprietary products for the health care needs of women, has a market cap of $14.41 billion and an enterprise value of $16.89 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of -9% and return on assets of -3.03% are underperforming 58% of companies in the medical devices and instruments industry. Its financial strength is rated 3 out of 10 with a cash-debt ratio of 0.20.

Larry Robbins (Trades, Portfolio) is the largest guru shareholder of the company with 3.07% of outstanding shares, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 0.65% and the Parnassus Endeavor Fund (Trades, Portfolio) with 0.60%.

Disclosure: I do not own any stocks mentioned.

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About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

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