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Tiziano Frateschi
Tiziano Frateschi
Articles (1643)  | Author's Website |

Wally Weitz Exits UPS, Trims QVC Group, Wells Fargo Positions

Guru's largest sales of the 4th quarter

Wallace Weitz (Trades, Portfolio), co-chief investment officer and portfolio manager at Weitz Investment Management, sold shares of the following stocks in the fourth quarter.

The guru exited his position in United Parcel Service Inc. (NYSE:UPS), impacting the portfolio by -0.8%.

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The courier company has a market cap of $90.79 billion and an enterprise value of $111.04 million.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its return on equity (ROE) of 523.12% and return on assets (ROA) of 11.96% are outperforming 91% of companies in the Global Integrated Shipping and Logistics industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.17 is below the industry median of 0.32.

Bill Gates (Trades, Portfolio) is the company's largest shareholder among the gurus with 0.53% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.43% and the T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.26%.

The QVC Group (QVCA) stake was trimmed by 22.73%. The trade had an impact of -0.75% on the portfolio.

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The company operates a TV network and online shopping platform. The tracking stock, which is issued by Liberty Interactive, has a market cap of $12.74 billion and an enterprise value of $20.49 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. While its ROE of 17.74% is outperforming the sector, its ROA of 10.44% is underperforming 72% of companies in the Global Specialty Retail industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.11 is below the industry median of 0.82.

The company's largest guru shareholder is Dodge & Cox with 7.24% of outstanding shares, followed by Bill Nygren (Trades, Portfolio) with 2.54% and Weitz with 0.54%.

Weitz pared 34.96% of his Wells Fargo & Co. (NYSE:WFC) position. The transaction had an impact of -0.68% on the portfolio.

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The bank has a market cap of $274.52 billion and an enterprise value of $605.93 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. Its ROE of 10.08% and ROA of 1.14% are outperforming 63% of companies in the Global Banks - Global industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.07 is below the industry median of 2.10.

Warren Buffett (Trades, Portfolio) is the largest guru shareholder of the company with 9.39% of outstanding shares, followed by Dodge & Cox with 1.45%, Barrow, Hanley, Mewhinney & Strauss with 0.65% and Chris Davis (Trades, Portfolio) with 0.54%.

The guru reduced his FLIR Systems Inc. (NASDAQ:FLIR) holding by 40.21%, impacting the portfolio by -0.47%.

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The company, which manufactures thermal imaging infrared cameras, has a market cap of $7.02 billion and an enterprise value of $6.7 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its ROE of 6.02% and ROA of 3.96% are outperforming 72% of companies in the Global Scientific and Technical Instruments industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 1.23 is below the industry median of 1.37.

WIth 1.17% of outstanding shares, Chuck Royce (Trades, Portfolio) is the company's largest guru shareholder, followed by Jim Simons (Trades, Portfolio) with 0.33%, Weitz with 0.3% and Joel Greenblatt (Trades, Portfolio) with 0.08%.

Weitz exited his position in Discovery Communications Inc. (DISCA). The trade had an impact of -0.45% on the portfolio.

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The media and entertainment company has a market cap of $9.11 billion and an enterprise value of $116.59 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its ROE of -6.96% and ROA of 1.80% are outperforming 74% of companies in the Global Media - Diversified industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.49 is below the industry median of 0.90.

Hotchkis & Wiley is the largest guru shareholder of the company with 5.58% of outstanding shares, followed by Mario Gabelli (Trades, Portfolio) with 0.47%.

The CVS Health Corp. (NYSE:CVS) position was closed, impacting the portfolio by -0.39%.

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The drugstore chain has a market cap of $68.44 billion and an enterprise value of $93.64 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its ROE of 18.66% and ROA of 7.08% are outperforming 61% of companies in the Global Health Care Plans industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.07 is below the industry median of 1.61.

The company's largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 1.53% of outstanding shares, followed by Larry Robbins (Trades, Portfolio) with 0.67% and PRIMECAP Management with 0.33%.

Weitz's holding of Accenture PLC (NYSE:ACN) was cut by 31.38%. The transaction had an impact of -0.3% on the portfolio.

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The professional services company has a market cap of $97.13 billion and an enterprise value of $94.26 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 42.84% and ROA of 16.61% are outperforming 91% of companies in the Global Information Technology Services industry. Its financial strength is rated 9 out of 10. The cash-debt ratio of 146.10 is above the industry median of 5.32.

With 0.06% of outstanding shares, Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder, followed byTom Gayner (Trades, Portfolio) with 0.02%.

The Dollar Tree Inc. (NASDAQ:DLTR) position was reduced by 25.13%, impacting the portfolio by -0.28%.

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The discount retailer has a market cap of $24.76 billion and an enterprise value of $30.08 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its ROE of 17.77% and ROA of 6.29% are outperforming 71% of companies in the Global Discount Stores industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.07 is below the industry median of 0.54.

The company's largest guru shareholder is Chuck Akre (Trades, Portfolio) with 2.04% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.32% and Ken Heebner (Trades, Portfolio) with 0.19%.

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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