Investment company Jerome Dodson buys Nutrien, Nielsen Holdings PLC, Allergan PLC, sells McKesson Corp, CVS Health Corp, Axalta Coating Systems during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Parnassus Fund. As of 2017-12-31, Parnassus Fund owns 37 stocks with a total value of $1.1 billion. These are the details of the buys and sells.
New Purchases: NTR, NLSN, Added Positions: AGN, ADS, MAT, HOLX, MDLZ, SBUX, Reduced Positions: AXTA, Sold Out: MCK, CVS,
For the details of Jerome Dodson’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=Jerome+Dodson
These are the top 5 holdings of Jerome DodsonAlliance Data Systems Corp (ADS) – 190,000 shares, 4.57% of the total portfolio. Shares added by 11.76%Progressive Corp (PGR) – 850,000 shares, 4.55% of the total portfolio. Gilead Sciences Inc (GILD) – 646,000 shares, 4.39% of the total portfolio. Motorola Solutions Inc (MSI) – 500,000 shares, 4.29% of the total portfolio. Praxair Inc (PX) – 285,000 shares, 4.19% of the total portfolio. New Purchase: Nutrien Ltd (NTR)
Jerome Dodson initiated holdings in Nutrien Ltd. The purchase prices were between $46.6 and $51.63, with an estimated average price of $48.5. The stock is now traded at around $53.43. The impact to the portfolio due to this purchase was 2.45%. The holdings were 500,000 shares as of 2017-12-31.
New Purchase: Nielsen Holdings PLC (NLSN)
Jerome Dodson initiated holdings in Nielsen Holdings PLC. The purchase prices were between $35.67 and $41.76, with an estimated average price of $38.02. The stock is now traded at around $37.46. The impact to the portfolio due to this purchase was 2.03%. The holdings were 587,500 shares as of 2017-12-31.
Added: Allergan PLC (AGN)
Jerome Dodson added to the holdings in Allergan PLC by 64.05%. The purchase prices were between $163.58 and $210.98, with an estimated average price of $179.54. The stock is now traded at around $176.05. The impact to the portfolio due to this purchase was 1.14%. The holdings were 188,775 shares as of 2017-12-31.
Sold Out: McKesson Corp (MCK)
Jerome Dodson sold out the holdings in McKesson Corp. The sale prices were between $135.02 and $162.6, with an estimated average price of $148.15.
Sold Out: CVS Health Corp (CVS)
Jerome Dodson sold out the holdings in CVS Health Corp. The sale prices were between $66.8 and $80.91, with an estimated average price of $72.64.
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