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Tiziano Frateschi
Tiziano Frateschi
Articles (1644)  | Author's Website |

Vanguard Health Care Fund's Largest Sales of the 4th Quarter

The fund trimmed its UnitedHealth, Cigna, Eli Lilly holdings

The Vanguard Health Care Fund (Trades, Portfolio), which is managed by Jean Hynes, sold shares of the following stocks in the fourth quarter.

The fund's Becton, Dickinson and Co. (NYSE:BDX) holding was closed, impacting the portfolio by -0.64%.

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The medical technology company has a market cap of $55.38 billion and an enterprise value of $60.04 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. Its return on equity (ROE) of 10.57% and return on assets (ROA) of 3.70% are outperforming 53% of companies in the Global Medical Instruments and Supplies industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.75 is below the industry median of 1.69.

The T Rowe Price Equity Income Fund (Trades, Portfolio) is another notable guru shareholder of the company with 0.34% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.24% and Jim Simons (Trades, Portfolio) with 0.07%.

The fund reduced its UnitedHealth Group Inc. (NYSE:UNH) stake by 9.56%. The trade had an impact of -0.55% on the portfolio.

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The health insurance company has a market cap of $227.93 billion and an enterprise value of $244.14 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its ROE of 24.16% and ROA of 7.79% are outperforming 63% of companies in the Global Health Care Plans industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.49 is below the industry median of 1.51.

Another notable guru shareholder of the company is Dodge & Cox with 0.99% of outstanding shares, followed by Steve Mandel (Trades, Portfolio) with 0.45% and Grantham with 0.3%.

The Cigna Corp. (NYSE:CI) position was cut by 16.41%. The transaction had an impact of -0.41% on the portfolio.

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The health insurance company, which provides medical, dental, disability, life and accident insurance products, has a market cap of $50.49 billion and an enterprise value of $52 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. While its ROE of 16.66% is outperforming the sector, its ROA of 3.86% is underperforming 59% of companies in the Global Health Care Plans industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.68 is below the industry median of 1.51.

Dodge & Cox is the company's largest guru shareholder with 5.28% of outstanding shares, followed by Larry Robbins (Trades, Portfolio) with 1.25% and Barrow, Hanley, Mewhinney & Strauss with 0.8%.

Vanguard reduced its Eli Lilly and Co. (NYSE:LLY) stake by 6.66%, impacting the portfolio by -0.34%.

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The pharmaceutical company has a market cap of $90.64 billion and an enterprise value of $97.23 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. Its ROE of 15.32% and ROA of 5.62% are outperforming 64% of companies in the Global Drug Manufacturers - Major industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.51 is far below the industry median of 2.52.

Another notable guru shareholder of the company is Simons with 0.37% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.3%, Sarah Ketterer (Trades, Portfolio) with 0.27% and Mairs and Power (Trades, Portfolio) with 0.09%.

The fund trimmed its position in Alnylam Pharmaceuticals Inc. (NASDAQ:ALNY) by 16.05%. The trade had an impact of -0.32% on the portfolio.

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The biopharmaceutical company has a market cap of $12.84 billion and an enterprise value of $12.05 billion.

GuruFocus gives the company a profitability and growth rating of 2 out of 10. While its ROE of -46.64% is underperforming the sector, its ROA of -35.49% is outperforming 50% of companies in the Global Biotechnology industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 6.32 is below the industry median of 51.38.

With 9.22% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by John Griffin (Trades, Portfolio) with 1.54% and Steven Cohen (Trades, Portfolio) with 0.15%.

The fund reduced its Bristol-Myers Squibb Co. (NYSE:BMY) stake by 4.26%, impacting the portfolio by -0.3%.

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The pharmaceutical company has a market cap of $102.56 billion and an enterprise value of $104.01 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. Its ROE of 27.94% and ROA of 12.60% are outperforming 86% of companies in the Global Drug Manufacturers - Major industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 0.84 is below the industry median of 2.89.

Spiros Segalas (Trades, Portfolio) is another notable guru shareholder with 0.52% of the company's outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.39%.

Vanguard's Merck & Co. Inc. (NYSE:MRK) holding was cut by 6.86%. The transaction had an impact of -0.28% on the portfolio.

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The drugmaker has a market cap of $161.83 billion and enterprise value of $177.88 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. Its ROE of 7.07% and ROA of 3% are outperforming 58% of companies in the Global Drug Manufacturers – Major industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.42 is below the industry median of 2.89.

Barrow, Hanley, Mewhinney & Strauss is another notable guru shareholder of the company with 0.56% of outstanding shares, followed by Fisher with 0.27%.

The fund's position in Abbott Laboratories (NYSE:ABT) was trimmed by 9.33%. The transaction had an impact of -0.23% on the portfolio.

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The company, which manufactures medical devices, blood glucose monitoring kits, nutrition products, diagnostic products and generic drugs, has a market cap of $108.13 billion and an enterprise value of $121.14 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 1.75% and ROA of 0.78% are outperforming 58% of companies in the Global Medical Devices industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.44 is below the industry median of 0.64.

PRIMECAP is the company's largest shareholder among the gurus with 0.84% of outstanding shares, followed by Diamond Hill Capital (Trades, Portfolio) with 0.63% and Grantham with 0.28%.

Disclosure: I do not own 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.

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