BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings289 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS CO-A | 26.1M | $969.2M | 3.7% | $17.02 | +117.89% | 10 qtrssince 2021-Q2 | Decreased 0 |
COMCAST CORP-CLASS A | 17.6M | $779M | 3.0% | $27.76 | +34.09% | 20 qtrssince 2018-Q4 | Decreased 0 |
AIR PRODUCTS & CHEMICALS INC | 2.6M | $748.3M | 2.9% | $244.47 | +7.93% | 20 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 6.5M | $673.4M | 2.6% | $67.13 | +42.84% | 20 qtrssince 2018-Q4 | Decreased 0 |
ENBRIDGE INC | 19.6M | $650.2M | 2.5% | $30.65 | -5.25% | 20 qtrssince 2018-Q4 | Increased 71 |
HALLIBURTON CO | 15.8M | $638.2M | 2.4% | $30.38 | +26.24% | 8 qtrssince 2021-Q4 | Increased 63 |
HESS CORP | 4.2M | $637.7M | 2.4% | — | — | 20 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY NATIONAL INFO SERV | 11.2M | $617.5M | 2.4% | $72.83 | -27.79% | 7 qtrssince 2022-Q1 | Increased 55 |
ANTHEM INC | 1.4M | $597.1M | 2.3% | $279.84 | +50.16% | 20 qtrssince 2018-Q4 | Increased 60 |
ALLSTATE CORP | 5.3M | $595.5M | 2.3% | $108.16 | -1.69% | 8 qtrssince 2021-Q4 | Increased 67 |
APTIV PLC | 6M | $593.2M | 2.3% | $93.24 | +5.74% | 6 qtrssince 2022-Q2 | Increased 60 |
WELLS FARGO & CO | 13.3M | $541.9M | 2.1% | $31.71 | +19.82% | 20 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 625,828 | $519.8M | 2.0% | $21.81 | +270.63% | 20 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 4.5M | $501M | 1.9% | $86.73 | +22.05% | 20 qtrssince 2018-Q4 | Increased 55 |
HUNT (JB) TRANSPRT SVCS INC | 2.6M | $499.4M | 1.9% | $114.71 | +59.65% | 18 qtrssince 2019-Q2 | Decreased 0 |
MEDTRONIC PLC | 6.2M | $486.9M | 1.9% | $85.13 | -13.81% | 20 qtrssince 2018-Q4 | Increased 50 |
AMERICAN INTERNATIONAL GROUP | 7.8M | $470.7M | 1.8% | $30.72 | +88.10% | 20 qtrssince 2018-Q4 | Decreased 0 |
LITHIA MTRS INC | 1.6M | $469.5M | 1.8% | $268.91 | +7.42% | 9 qtrssince 2021-Q3 | Increased 52 |
PIONEER NATURAL RESOURCE | 2M | $455.9M | 1.7% | — | — | 13 qtrssince 2020-Q3 | Increased 53 |
UNITEDHEALTH GROUP INC | 898,341 | $452.9M | 1.7% | $235.73 | +104.83% | 20 qtrssince 2018-Q4 | Decreased 0 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $26.2B across 289 positions as of Q3 2023. Top holdings: VRT (3.7%), CMCSA (3.0%), APD (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 22 new positions, 15 exits, 76 increased. Top move: ENB (INCREASED, conviction 71). Portfolio: $26.2B across 289 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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