BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings314 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MEDTRONIC PLC | 7.5M | $849.6M | 2.7% | $74.88 | +27.79% | 5 qtrssince 2018-Q4 | Decreased 0 |
CVS HEALTH CORPORATION | 10.9M | $811.5M | 2.6% | $51.03 | +17.26% | 5 qtrssince 2018-Q4 | Decreased 0 |
GENERAL ELECTRIC CO | 71.5M | $798.2M | 2.6% | — | — | — | Decreased 0 |
LOWE'S COS INC | 6.6M | $794.5M | 2.5% | $80.41 | +31.43% | 5 qtrssince 2018-Q4 | Decreased 0 |
DOMINION RESOURCES INC/VA | 9.2M | $763.7M | 2.4% | $54.49 | +15.98% | 5 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 14.2M | $763.6M | 2.4% | $37.39 | +21.30% | 5 qtrssince 2018-Q4 | Decreased 0 |
PHILLIPS 66 COM STK | 6.7M | $746.6M | 2.4% | $63.90 | +33.32% | 5 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 16.5M | $743.9M | 2.4% | $25.83 | +33.78% | 5 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 5.1M | $717.8M | 2.3% | $79.31 | +47.47% | 5 qtrssince 2018-Q4 | Decreased 0 |
NORTHERN TRUST CORP | 6.7M | $707M | 2.3% | $73.79 | +19.60% | 4 qtrssince 2019-Q1 | Decreased 0 |
DOLLAR GENERAL CORP | 4.2M | $651.2M | 2.1% | $97.15 | +48.37% | 5 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.2M | $640.5M | 2.1% | $227.59 | +17.08% | 5 qtrssince 2018-Q4 | Increased 66 |
HESS CORP | 9.5M | $633.2M | 2.0% | — | — | 5 qtrssince 2018-Q4 | Increased 61 |
WABTEC CORP | 8M | $618.8M | 2.0% | $68.45 | +9.39% | 5 qtrssince 2018-Q4 | Decreased 0 |
ADVANCE AUTO PARTS INC | 3.9M | $618.6M | 2.0% | $139.76 | +0.38% | 5 qtrssince 2018-Q4 | Decreased 0 |
AIR PRODUCTS & CHEMICALS INC | 2.6M | $618.2M | 2.0% | $133.74 | +50.02% | 5 qtrssince 2018-Q4 | Decreased 0 |
US BANCORP | 10.2M | $605M | 1.9% | $33.97 | +34.51% | 5 qtrssince 2018-Q4 | Decreased 0 |
CORTEVA INC | 19.6M | $580.3M | 1.9% | $26.79 | +0.03% | 3 qtrssince 2019-Q2 | Decreased 0 |
| 3.7M | $558.1M | 1.8% | — | — | 5 qtrssince 2018-Q4 | Decreased 0 | |
ORACLE CORP | 10.5M | $555.7M | 1.8% | $40.29 | +19.58% | 5 qtrssince 2018-Q4 | Decreased 0 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $31.2B across 314 positions as of Q4 2019. Top holdings: MDT (2.7%), CVS (2.6%), GE (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 54 new positions, 53 exits, 85 increased. Top move: UNH (INCREASED, conviction 66). Portfolio: $31.2B across 314 positions.
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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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