BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings295 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MERCK & CO. INC. | 10.1M | $873M | 3.6% | $67.13 | +17.01% | 16 qtrssince 2018-Q4 | Decreased 0 |
HESS CORP | 7.7M | $837.3M | 3.4% | — | — | 16 qtrssince 2018-Q4 | Decreased 0 |
AIR PRODUCTS & CHEMICALS INC | 3.4M | $792.2M | 3.2% | $244.47 | -13.43% | 16 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 1.5M | $684.6M | 2.8% | $264.84 | +64.44% | 16 qtrssince 2018-Q4 | Decreased 0 |
DOLLAR GENERAL CORP | 2.7M | $642.1M | 2.6% | $167.10 | +34.21% | 16 qtrssince 2018-Q4 | Decreased 0 |
ALLSTATE CORP | 5M | $626.2M | 2.6% | $108.65 | +7.53% | 4 qtrssince 2021-Q4 | Increased 54 |
UNITEDHEALTH GROUP INC | 1.1M | $576.7M | 2.4% | $235.73 | +103.72% | 16 qtrssince 2018-Q4 | Decreased 0 |
DEERE AND CO | 1.7M | $563.2M | 2.3% | $178.72 | +82.46% | 14 qtrssince 2019-Q2 | Increased 62 |
HUNT (JB) TRANSPRT SVCS INC | 3.4M | $539M | 2.2% | $114.71 | +31.29% | 14 qtrssince 2019-Q2 | Decreased 0 |
PHILLIPS 66 COM STK | 6.5M | $526.5M | 2.2% | $61.71 | +13.94% | 16 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 12.9M | $519.3M | 2.1% | $31.28 | +16.22% | 16 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN INTERNATIONAL GROUP | 10.5M | $500.6M | 2.1% | $30.72 | +44.38% | 16 qtrssince 2018-Q4 | Increased 58 |
FIDELITY NATIONAL INFO SERV | 6.5M | $490.6M | 2.0% | $86.75 | -18.84% | 3 qtrssince 2022-Q1 | Increased 60 |
INTL FLAVORS & FRAGRANCES | 5.4M | $486M | 2.0% | $114.06 | -26.63% | 8 qtrssince 2020-Q4 | Decreased 0 |
VICI PROPERTIES INC | 16.2M | $484.1M | 2.0% | $23.66 | +4.13% | 10 qtrssince 2020-Q2 | Decreased 0 |
MEDTRONIC PLC | 5.9M | $475.3M | 1.9% | $86.03 | -13.41% | 16 qtrssince 2018-Q4 | Decreased 0 |
M & T BANK CORP | 2.6M | $466.5M | 1.9% | $147.71 | +6.16% | 4 qtrssince 2021-Q4 | Decreased 0 |
ADVANCE AUTO PARTS INC | 3M | $465.9M | 1.9% | $133.86 | +10.34% | 16 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 7.4M | $449.7M | 1.8% | $46.09 | +27.37% | 16 qtrssince 2018-Q4 | Increased 52 |
PIONEER NATURAL RESOURCE | 2M | $430.9M | 1.8% | — | — | 9 qtrssince 2020-Q3 | Decreased 0 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $24.4B across 295 positions as of Q3 2022. Top holdings: MRK (3.6%), HES (3.4%), APD (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 23 new positions, 25 exits, 45 increased. Top move: DE (INCREASED, conviction 62). Portfolio: $24.4B across 295 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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