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Tiziano Frateschi
Tiziano Frateschi
Articles (1108)  | Author's Website |

Glenn Greenberg Sells JPMorgan, Express Scripts, Charles Schwab

Guru's largest 1st-quarter trades

Glenn Greenberg (Trades, Portfolio), leader of Brave Warrior Advisors, manages a concentrated portfolio of 18 stocks. During the first quarter, the guru sold shares of the following stocks:

Greenberg's JPMorgan Chase & Co. (NYSE:JPM)’s stake was reduced by 33.91%, with an impact of -3.57% on the portfolio.

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The company is a bank and financial services company.

GuruFocus gives the bank a profitability and growth rating of 5 out of 10. The return on equity (ROE) of 9.50% and return on assets (ROA) of 1.03% are outperforming 57% of companies in the Global Banks - Global industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 1.40 is below the industry median of 2.48.

The largest shareholder among the guru is Dodge & Cox with 0.74% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.66%, Barrow, Hanley, Mewhinney & Strauss with 0.58%, Chris Davis (Trades, Portfolio) with 0.43%, Ken Fisher (Trades, Portfolio) with 0.39%, the T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.25% and Pioneer Investments (Trades, Portfolio) with 0.21%.

Greenberg reduced his holding of HCA Healthcare Inc. (NYSE:HCA)’s by 14.37%. The trade had an impact of -1.83% on the portfolio.

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The health care services company operates general acute care hospitals, psychiatric hospitals, rehabilitation hospitals and freestanding surgery centers.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROA of 8.57% and return on capital (ROC) of 32.21% are outperforming 68% of companies in the Global Medical Care industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.02 is below the industry median of of 0.40.

Larry Robbins (Trades, Portfolio) is the largest shareholder of the company among the gurus with 3.89% of outstanding shares, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 3.09%, Greenberg with 0.84%, Bill Nygren (Trades, Portfolio) with 0.6%, David Tepper (Trades, Portfolio) with 0.13% and Joel Greenblatt (Trades, Portfolio) with 0.09%.

The investor reduced his position in Express Scripts Holding Co. (NASDAQ:ESRX) by 25.17%, impacting the portfolio by -1.56%.

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The pharmacy benefit manager offers health care management and administration services.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 21.95% and ROA of 6.70% are outperforming 78% of companies in the Global Health Care Plans industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.20 is below the industry median of 1.12.

Dodge & Cox is the largest shareholder of the company among the gurus with 4.85% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 2.97%, Davis with 0.72%, Manning & Napier Advisors Inc. with 0.45%, Charles Brandes (Trades, Portfolio) with 0.4% and Greenberg with 0.24%.

Greenberg reduced his Charles Schwab Corp. (NYSE:SCHW) stake by 6.74%, impacting the portfolio by -1.04%.

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Charles Schwab is a savings and loan holding company engaged in securities brokerage, banking and related financial services.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. While the ROE of 11.99% is outperforming the sector, the ROA of 0.97% is underperforming 57% of companies in the Global Capital Markets industry. Financial strength has a rating of 6 out of 10 with a cash-debt ratio of 2.30.

The largest shareholder among the gurus is Dodge & Cox with 7.15% of outstanding shares, followed by PRIMECAP Management with 3.09%, Frank Sands (Trades, Portfolio) with 2.18%, Andreas Halvorsen (Trades, Portfolio) with 0.79%, Ruane Cunniff (Trades, Portfolio) with 0.61% and Ron Baron (Trades, Portfolio) with 0.49%.

The guru reduced his position in Primerica Inc. (NYSE:PRI) by 2.99%. The transaction had an impact of -0.16% on the portfolio.

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Primerica is an insurance company in the U.S. and Canada, offering its clients life insurance, mutual funds, annuities and other financial products.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 18.49% and ROA of 2% are outperforming 77% of companies in the Global Insurance – Life industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.21 is below the industry median of 8.23.

Baron is the largest shareholder among the gurus with 6.32% of outstanding shares, followed by Cunniff with 5.51%, RS Investment Management (Trades, Portfolio) with 2.74% and Paul Tudor Jones (Trades, Portfolio) with 0.02%.

Greenberg exited his position in Cimpress NV (CMPR) with an impact of -0.14% on the portfolio.

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The company offers customized marketing products and services, including business cards, brochures, holiday cards and calendars.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10. The ROE of -15.49% and ROA of -1.30% are underperforming 74% of companies in the Global Marketing Services industry. Financial strength has a rating of 3 out of 10. The cash-debt ratio of 0.04 is below the industry median of 2.81.

The largest shareholder of the company among the gurus is Jeremy Grantham (Trades, Portfolio) with 4.04% of outstanding shares, followed by Baron with 0.02%.

The guru reduced his Liberty Global PLC Class A (NASDAQ:LBTYA) stake by 4.83%. The trade had an impact of -0.08% on the portfolio.

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Liberty Global is a telecommunications company.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 17.25% and ROA of 2.54% are outperforming 54% of companies in the Global Pay TV industry. Financial strength has a rating of 3 out of 10. The cash-debt ratio of 0.06 is below the industry median of 0.44.

Warren Buffett (Trades, Portfolio) is the largest shareholder of the company among the gurus with 2.35% of outstanding shares, followed by Dodge & Cox with 1.88%, Manning & Napier with 1.22%, Robbins with 0.91%, Halvorsen with 0.39% and Bill Gates (Trades, Portfolio) with 0.25%.

Greenberg reduced his holding of Brookfield Asset Management Inc. (NYSE:BAM) by 0.70%, impacting the portfolio by -0.07%.

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Brookfield is an alternative asset management company focused on property, renewable energy, infrastructure and private equity.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 4.66% and ROA of 0.85% are underperforming 67% of companies in the Global Real Estate - General industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.14 is below the industry median of of 0.35.

The largest shareholder of the company among the gurus is Lou Simpson (Trades, Portfolio) with 0.91% of outstanding shares, followed by Tom Gayner (Trades, Portfolio) with 0.61%, Third Avenue Management (Trades, Portfolio) with 0.5%, Murray Stahl (Trades, Portfolio) with 0.27%, Baron with 0.08%, Davis with 0.08% and Jim Simons (Trades, Portfolio) with 0.05%.

Disclosure: I do not own any shares of any stocks mentioned in this article.

About the author:

Tiziano Frateschi
You can read about me on this blog: www.theextraincome.info

It gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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