- New Purchases: BIVV,
- Added Positions: BHI, ADS, VRX, NTCT,
- Reduced Positions: MSFT, MS,
- Sold Out: ALSN,
For the details of Jeff Ubben's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Jeff+Ubben
These are the top 5 holdings of Jeff Ubben- Baker Hughes Inc (BHI) - 31,407,820 shares, 15.73% of the total portfolio. Shares added by 14.59%
- Twenty-First Century Fox Inc (FOX) - 53,326,334 shares, 14.19% of the total portfolio.
- Microsoft Corp (MSFT) - 23,012,089 shares, 12.69% of the total portfolio. Shares reduced by 40.42%
- Alliance Data Systems Corp (ADS) - 5,877,400 shares, 12.25% of the total portfolio. Shares added by 12.03%
- CBRE Group Inc (CBG) - 41,873,250 shares, 12.2% of the total portfolio.
Jeff Ubben initiated holdings in Bioverativ Inc. The purchase prices were between $41.82 and $54.46, with an estimated average price of $47.97. The stock is now traded at around $55.82. The impact to the portfolio due to this purchase was 3.86%. The holdings were 8,476,892 shares as of 2017-03-31.
Added: Valeant Pharmaceuticals International Inc (VRX)Jeff Ubben added to the holdings in Valeant Pharmaceuticals International Inc by 20.03%. The purchase prices were between $10.64 and $16.86, with an estimated average price of $13.76. The stock is now traded at around $14.17. The impact to the portfolio due to this purchase was 0.28%. The holdings were 17,997,224 shares as of 2017-03-31.
Added: NetScout Systems Inc (NTCT)Jeff Ubben added to the holdings in NetScout Systems Inc by 39.82%. The purchase prices were between $30.6 and $38.35, with an estimated average price of $35.32. The stock is now traded at around $35.40. The impact to the portfolio due to this purchase was 0.21%. The holdings were 2,300,000 shares as of 2017-03-31.
Sold Out: Allison Transmission Holdings Inc (ALSN)Jeff Ubben sold out the holdings in Allison Transmission Holdings Inc. The sale prices were between $32.81 and $38.02, with an estimated average price of $35.64.
Here is the complete portfolio of Jeff Ubben. Also check out:
1. Jeff Ubben's Undervalued Stocks
2. Jeff Ubben's Top Growth Companies, and
3. Jeff Ubben's High Yield stocks
4. Stocks that Jeff Ubben keeps buying
