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Tiziano Frateschi
Tiziano Frateschi
Articles (1973)  | Author's Website |

Gurus' Holdings With Negative Performances

Worst-performing assets in gurus' portfolios

While gurus hold positions in these companies, the stock prices and returns continue to fall. These are the worst-performing stocks over the last three months with a long-term presence in more than three gurus’ portfolios.

Chevron Corp. (CVX) had a negative performance of 6.2% over the last six months. Three mutual funds hold the stock with a total weight of 0.13% on their portfolios.

The company has a market cap of $201.96 billion, and the stock is trading with a price-sales (P/S) ratio of 1.61. The price of $106.6 is 10.42% below its 52-week high and 9.30% above its 52-week low. Over the last 10 years, it returned a gain of 28%.

The return on equity (ROE) of 1.98% and return on assets (ROA) of 1.12% are underperforming 61% of the companies in the Global Oil and Gas Integrated industry.

Barrow, Hanley, Mewhinney & Strauss with 0.37% of outstanding shares is the largest investor among the gurus followed by Ken Fisher (Trades, Portfolio) with 0.19%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.12%, RS Investment Management (Trades, Portfolio) with 0.04%, David Carlson (Trades, Portfolio) with 0.03%, Dodge & Cox with 0.02% and Mairs and Power (Trades, Portfolio) with 0.02%.

AutoZone Inc. (AZO) had a negative performance of 22.9% over the last six months. Despite this, three mutual funds hold the stock with a total weight of 0.34% on their portfolios.

The company has a market cap of $17.13 billion, and the stock is trading with a P/S ratio of 1.68. The price of $608.38 is 25.77% below its 52-week high and 6.03% above its 52-week low. Over the last 10 years, it returned a gain of 337%.

The ROA of 14.56% and return on capital (ROC) of 55.24% are outperforming 65% of the companies in the Global Specialty Retail industry.

The largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 0.37% followed by Manning & Napier Advisors Inc. with 0.19%, Steven Cohen (Trades, Portfolio) with 0.14%, Joel Greenblatt (Trades, Portfolio) with 0.09% and PRIMECAP Management (Trades, Portfolio) with 0.08%.

Standard Motor Products Inc. (SMP) had a negative performance of 5.5% over the last six months. Despite this, three mutual funds hold the stock with a total weight of 0.03% on their portfolios.

The company has a market cap of $1.15 billion, and the stock is trading with a P/S ratio of 1.06. The price of $50.82 is 8.22% below its 52-week high and 37.87% above its 52-week low. Over the last 10 years, it returned a gain of 247%.

The ROE of 14.79% and ROA of 8.19% are outperforming 76% of the companies in the Global Auto Parts industry.

Chuck Royce (Trades, Portfolio) with 9.07% of outstanding shares is the largest investor among the gurus followed by Mario Gabelli (Trades, Portfolio) with 0.67%, Barrow, Hanley, Mewhinney & Strauss with 0.4%, Third Avenue Management (Trades, Portfolio) with 0.38%, Simons with 0.35%, Greenblatt with 0.16% and Jeremy Grantham (Trades, Portfolio) with 0.12%.

MicroStrategy Inc. (MSTR) had a negative performance of 8.1% over the last six months. Despite this, three mutual funds hold the stock with a total weight of 0.16% on their portfolios.

The company has a market cap of $2.1 billion, and the stock is trading with a P/S ratio of 4.13. The price of $183.4 is 11.52% below its 52-week high and 13.28% above its 52-week low. Over the last 10 years, it returned a gain of 91%.

The ROE of 17.59% and ROA of 12.39% are outperforming 78% of the companies in the Global Software - Application industry.

The largest shareholder among the gurus is Simons with 0.93% followed by Ken Fisher (Trades, Portfolio) with 0.4%, Greenblatt with 0.38% and Lee Ainslie (Trades, Portfolio) with 0.1%.

Signet Jewelers Ltd. (SIG) had a negative performance of 36.3% over the last six months. Despite this, six mutual three hold the stock with a total weight of 0.10% on their portfolios.

The company has a market cap of $4.1 billion, and the stock is trading with a P/S ratio of 0.72. The price of $59.92 is 40.89% below its 52-week high and 30.11% above its 52-week low. Over the last 10 years, it returned a gain of 38%.

The ROE of 17.17% and ROA of 7.36% are outperforming 76% of the companies in the Global Luxury Goods industry.

Sarah Ketterer (Trades, Portfolio) with 3.57% of outstanding shares is the largest investor among the gurus followed by Tweedy Browne (Trades, Portfolio) with 0.33%, PRIMECAP Management (Trades, Portfolio) with 0.2%, Simons with 0.17%, Greenblatt with 0.14%, Ruane Cunniff (Trades, Portfolio) with 0.1% and First Pacific Advisors (Trades, Portfolio) with 0.09%.

Vornado Realty Trust (VNO) had a negative performance of 6.6% over the last six months. Despite this, three mutual funds hold the stock with a total weight of 0.11% on their portfolios.

The company has a market cap of $17.81 billion, and the stock is trading with a P/S ratio of 7.36. The price of $94.07 is 15.80% below its 52-week high and 8.97% above its 52-week low. Over the last 10 years, it returned a loss of 8%.

The ROE of 14.85% and ROA of 5.10% are outperforming 68% of the companies in the Global REIT - Diversified industry.

The largest shareholder among the gurus is Third Avenue Management with 0.32% followed by Simons with 0.13%, Chris Davis (Trades, Portfolio) with 0.09%, Ron Baron (Trades, Portfolio) with 0.06%, RS Investment Management with 0.04%, Paul Tudor Jones (Trades, Portfolio) with 0.02% and Ronald Muhlenkamp (Trades, Portfolio) with 0.01%.

Smart Sand Inc. (SND) had a negative performance of 36.6% over the last six months. Despite this, three mutual funds hold the stock with a total weight of 1.35% on their portfolios.

The company has a market cap of $346.93 million, and the stock is trading with a P/S ratio of 3.81. The price of $8.6 is 60.89% below its 52-week high and 5.39% above its 52-week low. Over the last 10 years, it returned a loss of 22%.

The ROE of 17.43% and ROA of 8.82% are outperforming 91% of the companies in the Global Industrial Metals and Minerals industry.

T Boone Pickens (Trades, Portfolio) with 0.44% of outstanding shares is the largest investor among the gurus followed by Baron with 0.3%, Simons with 0.2% and Greenblatt with 0.07%.

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 www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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