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Tiziano Frateschi
Tiziano Frateschi
Articles (1515)  | Author's Website |

Bill Nygren Trims JPMorgan, Exits Qualcomm

Guru's largest sales of the fourth quarter

Bill Nygren (Trades, Portfolio), portfolio manager of The Oakmark Fund, sold shares of the following stocks in the fourth quarter.

The guru reduced his JPMorgan Chase & Co. (NYSE:JPM) holding by 78.06%, impacting the portfolio by -1.55%.

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The bank has a market cap of $405.11 billion and an enterprise value of $336.94 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. Its return on equity of 8.80% and return on assets of 0.96% are outperforming 53% of companies in the Global Banks - Global industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 1.28 is below the industry median of 2.12.

Dodge & Cox is the company's largest guru shareholder with 0.75% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.68% and Barrow, Hanley, Mewhinney & Strauss with 0.52%.

Nygren closed his position in Qualcomm Inc. (NASDAQ:QCOM). The trade had an impact of -1.26% on the portfolio.

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The telecom company, which develops and licenses wireless technology, has a market cap of $93.31 billion and an enterprise value of $80.75 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. Its ROE of -14.03% and ROA of -6.89% are underperforming 85% of companies in the Global Semiconductors industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 1.55 is below the industry median of 1.59.

The largest guru shareholder of the company is Barrow, Hanley, Mewhinney & Strauss with 1.53% of outstanding shares, followed by PRIMECAP Management  with 1.03%, the T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.43% and Jeremy Grantham (Trades, Portfolio) with 0.39%.

The guru trimmed 56.92% off his Whirlpool Corp. (NYSE:WHR) position. The transaction had an impact of -1.04% on the portfolio.

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The company manufactures home appliances such as washing machines, refrigerators and other domestic appliances. It has a market cap of $11.6 billion and an enterprise value of $16.55 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. While its ROE of 7.52% is outperforming the sector, its ROA of 1.76% is underperforming 65% of companies in the Global Home Furnishings and Fixtures industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.23 is below the industry median of 1.45.

PRIMECAP Management is the largest guru shareholder of the company with 9.39% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 2.84%, Diamond Hill Capital (Trades, Portfolio) with 1.52% and Nygren with 1.07%.

The guru also exited his Microsoft Corp. (NASDAQ:MSFT) holding, impacting the portfolio by -0.98%.

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The software company has a market cap of $743.34 billion and an enterprise value of $689.82 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its ROE of 15.29% and ROA of 4.85% are outperforming 59% of companies in the Global Software – Infrastructure industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 1.60 is below the industry median of 8.37.

With 0.62% of outstanding shares, Bill Gates (Trades, Portfolio) is the company's largest guru shareholder, followed by Dodge & Cox with 0.51% and Pioneer Investments (Trades, Portfolio) with 0.34%.

Nygren reduced his holding in Delphi Technologies PLC (NYSE:DLPH) by 66.68%. The trade had an impact of -0.81% on the portfolio.

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The company, which designs and manufactures integrated powertrain technologies, has a market cap of $4.33 billion and an enterprise value of $5.69 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. Its ROE of 32.16% and ROA of 8.48% are outperforming 87% of companies in the Global Auto Parts industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.22 is below the industry median of 0.59.

Larry Robbins (Trades, Portfolio) is the company's largest shareholder among the gurus with 2.63% of outstanding shares, followed by Nygren with 0.83% and Chris Davis (Trades, Portfolio) with 0.8%.

The AutoNation Inc. (NYSE:AN) stake was cut by 61.84%, impacting the portfolio by -0.69%.

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The automotive retailer has a market cap of $4.73 billion and an enterprise value of $7.36 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 18.40% and ROA of 4.30% are outperforming 51% of companies in the Global Auto and Truck Dealerships industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.03 is below the industry median of 0.74.

The largest guru shareholder of the company is Edward Lampert (Trades, Portfolio) with 4.37% of outstanding shares, followed by Gates with 2.07%.

Nygren reduced his stake in Texas Instruments Inc. (NASDAQ:TXN) by 19.53%. The transaction had an impact of -0.5% on the portfolio.

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The semiconductor manufacturer has a market cap of $109.72 billion and an enterprise value of $109.33 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The ROE of 34.55% and ROA of 22.07% are outperforming 95% of companies in the Global Semiconductors industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 1.10 is below the industry median of 1.59.

PRIMECAP Management is the largest shareholder of the company among the gurus with 4.05% of outstanding shares, followed by Davis with 0.02% and Spiros Segalas (Trades, Portfolio) with 0.42%.

The Cummins Inc. (NYSE:CMI) stake was trimmed by 24.15%, impacting the portfolio by -0.47%.

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The company, which makes diesel and natural gas engines and engine-related component products, has a market cap of $26.9 billion and an enterprise value of $28.25 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. Its ROE of 13.71% and ROA of 6.02% are outperforming 67% of companies in the Global Diversified Industrials industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 0.78 is below the industry median of 1.04.

The company's largest guru shareholder is Hotchkis & Wiley with 1.89% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 1.2%.

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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