David Carlson (Trades, Portfolio), manager of the Elfun Trusts, bought shares of the following stocks in the fourth quarter.
The guru bought 100,000 shares of UnitedHealth Group Inc. (UNH, Financial), expanding the equity portfolio 1.05%.
The managed health care company has a market cap of $258.03 billion and an enterprise value of $280.26 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 24.17% and return on assets of 7.96% are outperforming 64% of the companies in the Global Health Care Plans industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 0.39 is below the industry median of 1.15.
The company's largest shareholder among the gurus is the Vanguard Health Care Fund (Trades, Portfolio) with 1.05% of outstanding shares, followed by Dodge & Cox with 0.67% and Steve Mandel (Trades, Portfolio) with 0.31%.
The investor established a position in Mastercard Inc. (MA, Financial). The trade had an impact of 0.72% on the equity portfolio.
The financial services company has a market cap of $220.71 billion and an enterprise value of $218.69 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 106.15% and return on assets of 25.49% are outperforming 96% of companies in the Global Credit Services industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 1.32 is below the industry median of 8.43.
The company's largest guru shareholder is Tom Russo (Trades, Portfolio) with 0.81% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 0.56% and Chuck Akre (Trades, Portfolio) with 0.52%
Carlson increased his position in First Republic Bank (FRC, Financial) by 35%. The trade had an impact of 0.64% on the equity portfolio.
The company, which provides private banking and wealth management services, has a market cap of $16.36 billion and an enterprise value of $25.86 billion.
GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 9.51% and return on assets of 0.90% are underperforming 52% of the companies in the Global Banks - Regional - U.S. industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.27 is below the industry median of 1.22.
Diamond Hill Capital (Trades, Portfolio) is the company's largest guru shareholder with 1.67% of outstanding shares, followed by Carlson with 0.41%, Ron Baron (Trades, Portfolio) with 0.31% and Ken Fisher (Trades, Portfolio) with 0.14%.
Carlson beefed up his ServiceNow Inc. (NOW, Financial) holding by 94.12%, expanding the equity portfolio by 0.60%.
The software-as-a-service company has a market cap of $40.37 billion and an enterprise value of $39.53 billion.
GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of -2.99% and return on assets of -0.74% are underperforming 78% of the companies in the Global Software - Application industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 2.26 is below the industry median of 4.27.
With 3.67% of outstanding shares, Frank Sands (Trades, Portfolio) is the company's largest guru shareholder, followed by Mandel with 1.77% and Chase Coleman (Trades, Portfolio) with 0.92%.
Carlson increased his United Rentals Inc. (URI, Financial) position by 22.41%, impacting the portfolio by 0.56%.
The rental and leasing company has a market cap of $10.3 billion and an enterprise value of $22 billion.
GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 34.11% and return on assets of 6.91% are outperforming 90% of the companies in the Global Rental and Leasing Services industry. Its financial strength is rated 4 out of 10 with a cash-debt ratio of 0.19.
Pioneer Investments (Trades, Portfolio) is the largest guru shareholder of the company with 2.14% of outstanding shares, followed by Carlson with 0.89%, Ken Heebner (Trades, Portfolio) with 0.42% and Joel Greenblatt (Trades, Portfolio) with 0.19%.
The investor added 10% to his Microsoft Corp. (MSFT, Financial) stake, expanding the portfolio by 0.43%.
The technology company has a market cap of $811.26 billion and an enterprise value of $756.77 billion.
GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 40.08% and return on assets of 13.13% are outperforming 67% of companies in the Global Software - Infrastructure industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 1.75 is below the industry median of 4.27.
With 0.52% of outstanding shares, PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder, followed by Dodge & Cox with 0.47%, Pioneer Investments with 0.32% and Bill Gates' (Trades, Portfolio) foundation with 0.31%.
Disclosure: I do not own any stocks mentioned.
Read more here:
