Credit: - New Purchases: BHI , KKR ,
- Added Positions: STX ,
- Reduced Positions:MSFT, CBG, WLTW, BIVV, NTCT,
- Sold Out:BHGE,
For the details of Jeff Ubben's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Jeff+Ubben
These are the top 5 holdings of Jeff Ubben
- Baker Hughes Inc (BHI) - 31,407,820 shares, 15.29% of the total portfolio. New Position
- Alliance Data Systems Corp ( ADS ) - 5,877,400 shares, 13.48% of the total portfolio.
- Twenty-First Century Fox Inc ( FOX ) - 53,326,334 shares, 13.28% of the total portfolio.
- CBRE Group Inc ( CBG ) - 34,378,480 shares, 11.18% of the total portfolio. Shares reduced by 17.9%
- Microsoft Corp ( MSFT ) - 16,012,799 shares, 9.86% of the total portfolio. Shares reduced by 30.42%
New Purchase: Baker Hughes Inc (BHI)
Jeff Ubben initiated holdings in Baker Hughes Inc. The purchase prices were between $53.37 and $61.71, with an estimated average price of $57.6. The stock is now traded at around $57.68. The impact to the portfolio due to this purchase was 15.29%. The holdings were 31,407,820 shares as of 2017-06-30.
New Purchase: KKR & Co LP ( KKR )
Jeff Ubben initiated holdings in KKR & Co LP. The purchase prices were between $16.86 and $19.11, with an estimated average price of $18.3. The stock is now traded at around $18.64. The impact to the portfolio due to this purchase was 0.83%. The holdings were 5,000,000 shares as of 2017-06-30.
Added: Seagate Technology PLC (STX)
Jeff Ubben added to the holdings in Seagate Technology PLC by 44.83%. The purchase prices were between $38.91 and $50.51, with an estimated average price of $43.76. The stock is now traded at around $32.55. The impact to the portfolio due to this purchase was 1.48%. The holdings were 13,815,765 shares as of 2017-06-30.
Sold Out: Baker Hughes, a GE Co (BHGE)
Jeff Ubben sold out the holdings in Baker Hughes, a GE Co. The sale prices were between $53.37 and $61.71, with an estimated average price of $57.6.
- Warning! GuruFocus has detected 4 Warning Signs with STX. Click here to check it out.
- STX 15-Year Financial Data
- The intrinsic value of STX
- Peter Lynch Chart of STX
This article first appeared on GuruFocus .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
