Columbia Wanger (Trades, Portfolio) bought eight new stakes in the fourth quarter, but the guru reduced its holdings in just as many companies that had greater impacts on Columbia Wanger (Trades, Portfolio)’s portfolio.
The guru’s most significant fourth-quarter transaction was the sale of nearly 45% of its stake in Donaldson Co. Inc. (DCI, Financial), a Bloomington, Minnesota-based filtration company. Columbia Wanger (Trades, Portfolio) sold 5,125,950 shares for an average price of $29.48 per share. The deal had a -1.15% impact on the guru’s portfolio.
Columbia Wanger (Trades, Portfolio)’s stake in Donaldson is now 6,387,628 shares. The stake is 4.82% of Donaldson’s outstanding shares and 1.83% of the guru’s total assets. Columbia Wanger (Trades, Portfolio) is Donaldson’s leading shareholder among the gurus.
Donaldson has a P/E of 20.8, a forward P/E of 16.5, a P/B of 5.2 and a P/S of 1.7. GuruFocus gives Donaldson a Financial Strength rating of 8/10 and a Profitability and Growth rating of 7/10.
Donaldson sold for $28.75 per share Friday.
Columbia Wanger (Trades, Portfolio) slashed its stake in Mettler-Toledo International Inc. (MTD, Financial), a Swiss scientific instruments company, by more than 63%. The guru sold 481,107 shares for an average price of $321.95 per share. The transaction had a -1.09% impact on Columbia Wanger (Trades, Portfolio)’s portfolio.
The guru’s stake in Mettler-Toledo is now 280,303 shares, which is 1.04% of Mettler-Toledo’s outstanding shares and 0.95% of Columbia Wanger (Trades, Portfolio)’s total assets. Mettler-Toledo’s leading shareholder among the gurus is Ron Baron (Trades, Portfolio) with a stake of 1,250,031 shares. The stake is 4.63% of Mettler-Toledo’s outstanding shares and 1.61% of Baron’s total assets.
Mettler-Toledo has a P/E of 24.5, a forward P/E of 19.1, a P/B of 15 and a P/S of 3.6. GuruFocus gives Mettler-Toledo a Financial Strength rating of 9/10 and a Profitability and Growth rating of 8/10.
Mettler-Toledo sold for $307.07 per share Friday.
Columbia Wanger (Trades, Portfolio) cut its stake in SEI Investments Co. (SEIC, Financial), an Oaks, Pennsylvania-based financial services company, by nearly 61%. The guru sold 2,657,050 shares for an average price of $52.15 per share. The transaction had a -1.02% impact on Columbia Wanger (Trades, Portfolio)’s portfolio.
Columbia Wanger (Trades, Portfolio)’s stake in SEI Investments is now 1,727,629 shares – which is 1.05% of SEI Investments’ outstanding shares and 0.91% of Columbia Wanger (Trades, Portfolio)’s total assets. Columbia Wanger (Trades, Portfolio) is SEI Investments’ leading shareholder among the gurus.
SEI Investments has a P/E of 18.8, a forward P/E of 16, a P/B of 4.6 and a P/S of 4.7. GuruFocus gives SEI Investments a Financial Strength rating of 9/10 and a Profitability and Growth rating of 8/10.
SEI Investments sold for $36.34 per share Friday.
Columbia Wanger (Trades, Portfolio) trimmed its stake in Ametek Inc. (AME, Financial), a Berwyn, Pennsylvania-based maker of electronic instruments and electromechanical devices, by almost 38%. The guru sold 2,418,662 shares for an average price of $54.91 per share. The deal had a -1.01% impact on the guru’s portfolio.
Columbia Wanger (Trades, Portfolio)’s stake in Ametek is now 3,959,363 shares – 1.66% of Ametek’s outstanding shares and 2.13% of Columbia Wanger (Trades, Portfolio)’s total assets. Lou Simpson (Trades, Portfolio) is Ametek’s leading shareholder among the gurus with a stake of 8,218,156 shares. The stake is 3.45% of Ametek’s outstanding shares and 14.61% of Simpson’s total assets.
Ametek has a P/E of 18.2, a forward P/E of 16.2, a P/B of 3.4 and a P/S of 2.8. GuruFocus gives Ametek a Financial Strength rating of 6/10 and a Profitability and Growth rating of 8/10.
Ametek sold for $45.63 per share Friday.
Columbia Wanger (Trades, Portfolio) sold nearly all of its stake in Pool Corp. (POOL, Financial), a Covington, Louisiana-based distributor of swimming pool and backyard products. The guru sold 1,396,597 shares for an average price of $80.22 per share. The transaction had a -0.8% impact on Columbia Wanger (Trades, Portfolio)’s portfolio.
The guru’s stake in Pool is now 101,542 shares, which is 0.24% of the company’s outstanding shares and 0.08% of Columbia Wanger (Trades, Portfolio)’s total assets. Pool’s leading shareholder among the gurus is Ken Fisher (Trades, Portfolio) with a stake of 639,099 shares – 1.5% of Pool’s outstanding shares and 0.1% of Fisher’s total assets.
Pool has a P/E of 27.9, a forward P/E of 23.9, a P/B of 12.7 and a P/S of 1.5. GuruFocus gives Pool a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.
Pool sold for $77.88 per share Friday.
Columbia Wanger (Trades, Portfolio) pruned its stake in Nordson Corp. (NDSN, Financial), a Westlake, Ohio-based maker of dispensing equipment adhesives, sealants and coatings, by almost 31%. Columbia Wanger (Trades, Portfolio) sold 1,145,922 shares for an average price of $68.77 per share. The deal had a -0.58% impact on Columbia Wanger (Trades, Portfolio)’s portfolio.
The guru’s stake in Nordson is now 2,594,748 shares – 4.55% of Nordson’s outstanding shares and 1.67% of Columbia Wanger (Trades, Portfolio)’s total assets. Columbia Wanger (Trades, Portfolio) is Nordson’s leading shareholder among the gurus.
Nordson has a P/E of 17.7, a forward P/E of 14.1, a P/B of 5.3 and a P/S of 2.2. GuruFocus gives Nordson a Financial Strength rating of 8/10 and a Profitability and Growth rating of 7/`0.
Nordson sold for $61.41 per share Friday.
Columbia Wanger (Trades, Portfolio) shaved its stake in Associated Banc-Corp (ASB, Financial), a Green Bay, Wisconsin-based banking and financial and insurance services company, by nearly 38%. The guru sold 3,987,618 shares for an average price of $19.44 per share. The transaction had a -0.57% impact on Columbia Wanger (Trades, Portfolio)’s portfolio.
Columbia Wanger (Trades, Portfolio)’s stake in Associated Banc-Corp is now 6,535,653 shares, which is 4.37% of Associated Banc-Corp’s outstanding shares and 1.23% of Columbia Wanger (Trades, Portfolio)’s total assets. Columbia Wanger (Trades, Portfolio) is Associated Banc-Corp’s leading shareholder among the gurus.
Associated Banc-Corp has a P/E of 13.7, a forward P/E of 11.7, a P/B of 0.9 and a P/S of 2.5. GuruFocus gives Associated Banc-Corp a Financial Strength rating of 4/10 and a Profitability and Growth rating of 5/10.
Associated Banc-Corp sold for $16.8 per share Friday.
Columbia Wanger (Trades, Portfolio) reduced its stake in Moog Inc. (MOG.A, Financial), an East Aurora, New York-based manufacturer of motion and fluid controls and systems for aerospace, defense, industrial and medical device applications, by nearly 68%, selling 1,250,508 shares for an average price of $62.22 per share. The deal had a -0.54% impact on the guru’s portfolio.
Columbia Wanger (Trades, Portfolio)’s stake is now 596,937 shares, which is 1.63% of Moog’s outstanding shares and 0.36% of Columbia Wanger (Trades, Portfolio)’s total assets. Columbia Wanger (Trades, Portfolio) is Moog’s leading shareholder among the gurus.
Moog has a P/E of 11.7, a forward P/E of 10, a P/B of 1.5 and a P/S of 0.6. GuruFocus gives Moog a Financial Strength rating of 7/10 and a Profitability and Growth rating of 7/10.
Moog sold for $39.68 per share Friday.
The guru trimmed its stake in Extra Space Storage Inc. (EXR, Financial), a Cottonwood Heights, Utah-based provider of self-storage units, by nearly 34%. Columbia Wanger (Trades, Portfolio) sold 781,016 shares for an average price of $82.34 per share. The transaction had a -0.48% impact on Columbia Wanger (Trades, Portfolio)’s portfolio.
Columbia Wanger (Trades, Portfolio)’s remaining stake is 1,520,980 shares, which is 1.23% of Extra Space Storage’s outstanding shares and 1.34% of the guru’s total assets. Columbia Wanger (Trades, Portfolio) is Extra Space Storage’s leading shareholder among the gurus.
Extra Space Storage has a P/E of 43.3, a forward P/E of 42.2, a P/B of 4.8 and a P/S of 14. GuruFocus gives Extra Space Storage a Financial Strength rating of 7/10 and a Profitability and Growth rating of 8/10.
Extra Space Storage sold for $81.39 per share Friday.
Columbia Wanger (Trades, Portfolio) shaved more than 27% of its stake in Heico Corp. (HEI.A, Financial), a Hollywood, Florida-based manufacturer and distributor of products for the aerospace, defense and electronics industries. The guru sold 1,282,643 shares for an average price of $44.77 per share. The deal had a -0.46% impact on Columbia Wanger (Trades, Portfolio)’s portfolio.
Columbia Wanger (Trades, Portfolio)’s stake in Heico is now 3,393,102 shares, which is 5.07% of the company’s outstanding shares and 1.67% of the guru’s total assets. Columbia Wanger (Trades, Portfolio) is Heico’s leading shareholder among the gurus.
Heico has a P/E of 21.5, a forward P/E of 16.5, a P/B of 3.4 and a P/S of 2.3. GuruFocus gives Heico a Financial Strength rating of 8/10 and a Profitability and Growth rating of 8/10.
Heico sold for $40.51 per share Friday.
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