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Junto Capital Management LP Buys Twenty-First Century Fox, Walt Disney Co, Charles Schwab, ...

Junto Capital Management LPCharles SchwabE*TRADE

  • New Purchases: FOXA , DIS , SCHW , ETFC, CBOE, INTU, TROW, DNB, TSS, KR,
  • Added Positions:GOOGL, ADBE, VNTV, ICE, MS,
  • Reduced Positions:EVR, TMUS, GDDY, V, ULTA,
  • Sold Out:FB, TWX, LM, NLSN, IVZ, SPGI, MKTX, ROST, CLGX, G,

For the details of Junto Capital Management LP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Junto+Capital+Management+LP

These are the top 5 holdings of Junto Capital Management LP

  1. TransUnion ( TRU ) - 1,877,405 shares, 6.34% of the total portfolio. Shares reduced by 0.75%
  2. Twenty-First Century Fox Inc ( FOXA ) - 2,027,700 shares, 6.21% of the total portfolio. New Position
  3. Intercontinental Exchange Inc ( ICE ) - 1,004,293 shares, 6.19% of the total portfolio. Shares added by 12.02%
  4. Walt Disney Co ( DIS ) - 532,800 shares, 6.06% of the total portfolio. New Position
  5. Charles Schwab Corp ( SCHW ) - 1,384,500 shares, 5.97% of the total portfolio. New Position

New Purchase: Twenty-First Century Fox Inc ( FOXA )

Junto Capital Management LP initiated holdings in Twenty-First Century Fox Inc. The purchase prices were between $24.35 and $28.64, with an estimated average price of $26.9. The stock is now traded at around $30.30. The impact to the portfolio due to this purchase was 6.21%. The holdings were 2,027,700 shares as of 2016-12-31.

New Purchase: Walt Disney Co ( DIS )

Junto Capital Management LP initiated holdings in Walt Disney Co. The purchase prices were between $90.83 and $105.56, with an estimated average price of $97.5. The stock is now traded at around $110.33. The impact to the portfolio due to this purchase was 6.06%. The holdings were 532,800 shares as of 2016-12-31.

New Purchase: Charles Schwab Corp ( SCHW )

Junto Capital Management LP initiated holdings in Charles Schwab Corp. The purchase prices were between $30.9 and $40.47, with an estimated average price of $35.73. The stock is now traded at around $41.26. The impact to the portfolio due to this purchase was 5.97%. The holdings were 1,384,500 shares as of 2016-12-31.

New Purchase: E*TRADE Financial Corp (ETFC)

Junto Capital Management LP initiated holdings in E*TRADE Financial Corp. The purchase prices were between $27.51 and $35.64, with an estimated average price of $31.92. The stock is now traded at around $36.88. The impact to the portfolio due to this purchase was 4.44%. The holdings were 1,172,326 shares as of 2016-12-31.

New Purchase: CBOE Holdings Inc (CBOE)

Junto Capital Management LP initiated holdings in CBOE Holdings Inc. The purchase prices were between $62.16 and $76.68, with an estimated average price of $68.83. The stock is now traded at around $79.62. The impact to the portfolio due to this purchase was 4.37%. The holdings were 541,100 shares as of 2016-12-31.

New Purchase: Intuit Inc (INTU)

Junto Capital Management LP initiated holdings in Intuit Inc. The purchase prices were between $105.28 and $118.39, with an estimated average price of $111.97. The stock is now traded at around $118.84. The impact to the portfolio due to this purchase was 4.07%. The holdings were 324,901 shares as of 2016-12-31.

Added: Alphabet Inc (GOOGL)

Junto Capital Management LP added to the holdings in Alphabet Inc by 68.44%. The purchase prices were between $753.22 and $835.74, with an estimated average price of $799.67. The stock is now traded at around $840.03. The impact to the portfolio due to this purchase was 1.89%. The holdings were 53,565 shares as of 2016-12-31.

Added: Adobe Systems Inc (ADBE)

Junto Capital Management LP added to the holdings in Adobe Systems Inc by 33.32%. The purchase prices were between $99.51 and $110.81, with an estimated average price of $105.86. The stock is now traded at around $117.58. The impact to the portfolio due to this purchase was 0.84%. The holdings were 297,946 shares as of 2016-12-31.

Added: Vantiv Inc (VNTV)

Junto Capital Management LP added to the holdings in Vantiv Inc by 21.99%. The purchase prices were between $55.11 and $59.73, with an estimated average price of $57.79. The stock is now traded at around $64.21. The impact to the portfolio due to this purchase was 0.7%. The holdings were 593,078 shares as of 2016-12-31.

Sold Out: Facebook Inc (FB)

Junto Capital Management LP sold out the holdings in Facebook Inc. The sale prices were between $115.05 and $133.28, with an estimated average price of $122.81.

Sold Out: Time Warner Inc (TWX)

Junto Capital Management LP sold out the holdings in Time Warner Inc. The sale prices were between $78.57 and $96.74, with an estimated average price of $89.02.

Sold Out: Legg Mason Inc (LM)

Junto Capital Management LP sold out the holdings in Legg Mason Inc. The sale prices were between $28.35 and $34.29, with an estimated average price of $31.42.

Sold Out: Nielsen Holdings PLC (NLSN)

Junto Capital Management LP sold out the holdings in Nielsen Holdings PLC. The sale prices were between $41.95 and $54.93, with an estimated average price of $45.95.

Sold Out: Invesco Ltd (IVZ)

Junto Capital Management LP sold out the holdings in Invesco Ltd. The sale prices were between $27.67 and $33.16, with an estimated average price of $30.75.

Sold Out: S&P Global Inc (SPGI)

Junto Capital Management LP sold out the holdings in S&P Global Inc. The sale prices were between $107.54 and $126.42, with an estimated average price of $119.46.

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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.

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