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Showing posts with label Yacktman Focused. Show all posts
Showing posts with label Yacktman Focused. Show all posts

The Best Yielding Stock Buys Of Donald Yacktman’s - Yacktman Focused Q4-2011 Fund Portfolio

Best Dividend Stock Increases Of Donald Yacktman - Yacktman Focused Q4-2011 Fund By Dividend Yield – Stock Capital, Investment. Here is a current overview of the best yielding stocks that Donald Yacktman bought last quarter for his fund “Yacktman Focused”. In total, he manages 39 stocks with a total portfolio worth of USD 3,821,410,000. These are the best yielding buys and stock holding increases:

Donald Yacktman - Yacktman Focused Q4-2011 Fund Portfolio

Donald Yacktman - Yacktman Focused Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Donald Yacktman’s - Yacktman Focused - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 39 stocks with a total portfolio worth of USD 3,821,410,000.

Strategy:
Yacktman Asset Management Co. is an investment advisory firm that has served long-term oriented investors since 1992. The organization is 100% internally owned and is investment adviser to The Yacktman Fund and The Yacktman Focused Fund as well as separate accounts for taxable and tax-exempt organizations.

The firm seeks to be objective, patient, and diligent in its investment approach. Yacktman Asset Management selects individual securities, analyzing investments from the bottom-up.

Donald Yacktman - Yacktman Focused’s fund positions as of Q4/2011 with actual share movements:

Sym - Stock
Portfolio Weight
Recent activity
Reported Price*
PEP - PepsiCo Inc.
12.5
Add 14.29%
$66.35
NWSA - News Corp.
12.09
Add 5.24%
$17.84
PG - Procter & Gamble
9.95
Add 8.57%
$66.71
MSFT - Microsoft Corp.
7.74
Add 24.59%
$25.96
BCR - Bard (C.R.) Inc.
4.92
Add 140.44%
$85.50
CSCO - Cisco Systems
4.78
Add 5.21%
$18.08
SYY - Sysco Corp.
3.84
Add 8.70%
$29.33
KO - Coca Cola Co.
3.59
0
$69.97
PFE - Pfizer Inc.
3.17
0
$21.64
USB - U.S. Bancorp
2.83
0
$27.05
VIA.B - Viacom Inc.
2.73
Add 21.05%
$45.41
JNJ - Johnson & Johnson
2.57
0
$65.58
AVP - Avon Products
2.42
Add 171.79%
$17.47
SYK - Stryker Corp.
2.41
Add 37.04%
$49.71
COP - ConocoPhillips
2.21
Add 9.43%
$72.87
HPQ - Hewlett-Packard
2.16
0
$25.76
APOL - Apollo Group
1.69
0
$53.87
CLX - Clorox Co.
1.65
Add 18.75%
$66.56
HRB - Block H&R
1.62
0
$16.33
WMT - Wal-Mart Stores
1.56
0
$59.76
BDX - Becton Dickinson
1.51
Add 67.39%
$74.72
CMCSA - Comcast Corp.
1.42
0
$23.56
GLW - Corning Inc.
1.29
Add 15.15%
$12.98
XOM - Exxon Mobil Corp.
1.22
0
$84.76
RIMM - Research In Motion Ltd.
1.2
Add 200.00%
$14.50
BK - Bank of New York
1.17
Add 25.00%
$19.91
COV - Covidien Plc.
0.94
Add 60.00%
$45.01
UNH - United Health Group Inc.
0.7
0
$50.68
GS - Goldman Sachs Group
0.59
Buy
$90.43
STT - State Street Corp.
0.58
Buy
$40.31
TYIDF - Toyota Industries Corp.
0.57
0
$27.23
NTRS - Northern Trust Corp.
0.57
Buy
$39.66
TSS - Total System Services
0.51
0
$19.56
CL - Colgate-Palmolive
0.48
0
$92.39
LINTA - Liberty Media Interactive
0.36
0
$16.22
PDCO - Patterson Cos. Inc.
0.33
Add 115.00%
$29.52
TBBK - The Bancorp Inc.
0.06
0
$7.23
REXI - Resource America Inc.
0.03
0
$4.76
NWS - News Corp. CL B
0.01
Buy
$18.16





Related Stock Ticker:
PEP, NWSA, PG, MSFT, BBCR, CSCO, SYY, KO, PFE, USB, VIA.B, JNJ, AVP, SYK, COP, HPQ, APOL, CLX, HRB, WMT, BDX, CMCSA, GLW, XOM, RIMM, BK, COV, UNH, GS, STT, TYIDF, TSS, CL, NTRS, LINTA, PDCO, TBBK, REXI, NWS

Donald Yacktman - Yacktman Focused Q3-2011 Fund Portfolio

Donald Yacktman - Yacktman Focused Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Donald Yacktman’s - Yacktman Focused - portfolio movements as of Q3/2011 (September 30, 2011). In total, he has 36 stocks with a total portfolio worth of USD 2,972,676,000.

Donald Yacktman - Yacktman Focused’s fund positions as of Q3/2011 with actual share movements:





Related Stock Ticker:
PEP, NWSA, PG, MSFT, CSCO, KO, SYY, PFE, JNJ, USB, BCR, VIA.B, HPQ, COP, SYK, CLX, WMT, HRB, APOL, CMCSA, GLW, XOM, AVP, BK, BDX, UNH, TYIDF, COV, RIMM, CL, TSS, LANC, LINTA, PDCO, TBBK, REXI