IITSF News and Press, Intesa Sanpaolo S.P.A. From 06/28/21

Harris Associates’ 13F portfolio value increased from $51.71B to $58.52B this quarter. They increased Humana, General Dynamics and Regeneron Pharmaceuticals, while decreasing Agilent Technologies, Mastercard, TE Connectivity and CNH Industrial. The top three positions are A...

Fisher’s 13F portfolio value increased from ~$133.5B to ~$142B in Q1 2021. They increased Walt Disney and Eli Lilly while trimming Taiwan Semi, JD.com, and Pinduoduo. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ke...

On March 23, 2021, the S&P 500 recorded its largest one-year price increase in the past 85 years, 75%. And just a few days earlier, on March 18, the Oakmark Fund recorded its largest ever one-year increase of 113%. Following a painful four years for value investors, we’ve f...

Harris Associates’ 13F portfolio value increased from $41.07B to $51.71B this quarter. They added CNH Industrial and doubled Keurig Dr Pepper while dropping CVS Health and Baidu. The top three positions are Alphabet, CNH Industrial, and Bank of America, and they add up to ~...

Fisher’s 13F portfolio value increased from $117.8B to $133.5B in Q4 2020. They increased Alphabet and Total SA during the quarter. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ken Fisher's Fisher Asset Management ...

I look at five European banks that made it to the latest Dow Jones Sustainability Index. A comparative review of their financial indicators does not reveal a runaway winner but a couple of income play contenders. Value opportunity, Intesa Sanpaolo has had a respectable run through...

Harris Associates’ 13F portfolio value decreased marginally from $41.11B to $41.07B this quarter. They increased Automatic Data Processing and added Keurig Dr. Pepper while reducing Pinterest and CoreLogic. The top three positions are Alphabet, Bank of America, and Charter ...

Fisher’s 13F portfolio value increased from $102.5B to $117.8B in Q3 2020. They increased NextEra Energy, UnitedHealth, 3M Company, and Thermo Fisher Scientific while decreasing Starbucks, Total SA, and Royal Dutch Shell during the quarter. Fisher has a number of small posi...

Italy is a market I would love to be bullish on, but the index is weighed down by capital-heavy, low-returning industries that could be considered value traps. The iShares MSCI Italy ETF underperformed short-term treasuries since its 1996 launch, and delivered a negative total return ...

This article is part of a series that provides an ongoing analysis of the changes made to Harris Associates' 13F stock portfolio on a quarterly basis. It is based on Harris Associates’ regulatory 13F Form filed on 08/14/2020. William Nygren’s 13F portfolio value increased ~14...