13F filing recap · Q1 2014
What did Olstein Capital Management buy in Q1 2014?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Olstein account, including accounts that belong to no fund below.
Stock value
$730.67M
Positions
129
Estimated turnover
33.4%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
IVZInvesco Ltd.$9.36Mreported value+253.0K sharesITRIItron, Inc.$7.68Mreported value+216.0K sharesADTThe Adt Corporation$7.01Mreported value+234.0K sharesCVSCVS Health Corp$6.89Mreported value+92.0K sharesESLEsterline Technologies Corp$5.33Mreported value+50.0K sharesRLRalph Lauren Corporation$5.15Mreported value+32.0K sharesFITBFifth Third Bancorp$5.12Mreported value+223.0K sharesTELTe Connectivity Plc$3.79Mreported value+63.0K sharesUNHUnitedHealth Group Incorporated$3.77Mreported value+46.0K sharesVZVerizon Communications Inc$3.47Mreported value+73.0K sharesSMPStandard Motor Products, Inc.$2.43Mreported value+68.0K sharesIARTIntegra Lifesciences Holdings Corp$2.25Mreported value+49.0K sharesRDENElizabeth Arden, Inc.$2.10Mreported value+71.0K sharesHLITHarmonic Inc$1.07Mreported value+150.0K sharesUFPTUfp Technologies, Inc.$1.04Mreported value+42.6K sharesHAEHaemonetics Corporation$469.0Kreported value+14.4K shares