Jean-Marie Eveillard - First Eagle U.S. Value Q2-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Jean-Marie Eveillard’s - First Eagle U.S. Value - portfolio movements as of Q2/2011 (June 30, 2011). In total, he has 63 stocks with a total portfolio worth of USD 1,231,417,000.
Jean-Marie Eveillard’s fund positions as of Q2/2011 with actual share movements:
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CSCO, SYY, CMCSK, MSFT, BK, CTAS, FE, COP, AXP, MMM, INTC, SNY, NEM, CINF, OMC, HD, LLTC, ATK, LMT, USB, V, BBT, LO, WY, WLP, CL, JNJ, APA, WMT, NOC, Y, MA, ISCA, ADP, MLM, BRK.A, ETR, ETR, TXN, WRB, PCL, FNNVF, VMC, DOX, WSH, MCY, RYN, KLAC, BLT, GOOG, RSTI, PWE, IDA, SJT, UNF, CKH, IIIN, HP ASH, SEL XRAY, DELL, HII, SJKL,