Boston Partners
Institutional investor · Portfolio as of Q3 2020
Top Holdings642 positions
JPMorgan Chase & Co | 11.3M | $1.1B | 2.0% | $101.07 | -18.27% | 8 qtrssince 2018-Q4 | Increased 57 |
Johnson & Johnson | 6.9M | $1B | 1.9% | $113.06 | +11.66% | 8 qtrssince 2018-Q4 | Increased 58 |
Berkshire Hathaway Inc | 4M | $842.3M | 1.5% | $204.63 | +4.06% | 8 qtrssince 2018-Q4 | Decreased 0 |
AutoZone Inc | 680,882 | $801.8M | 1.5% | $973.75 | +20.94% | 7 qtrssince 2019-Q1 | Decreased 0 |
Eaton Corp PLC | 7.8M | $793.2M | 1.4% | $68.61 | +34.59% | 8 qtrssince 2018-Q4 | Decreased 0 |
Bank of America Corp | 31.9M | $769.6M | 1.4% | $20.82 | +0.30% | 8 qtrssince 2018-Q4 | Decreased 0 |
Pfizer Inc | 20.5M | $753.8M | 1.4% | $27.58 | -6.90% | 8 qtrssince 2018-Q4 | Decreased 0 |
Halfmoon Parent Inc | 3.9M | $652.9M | 1.2% | $172.95 | -11.88% | 8 qtrssince 2018-Q4 | Decreased 0 |
Cisco Systems Inc/Delaware | 16.5M | $651M | 1.2% | $37.58 | -11.66% | 8 qtrssince 2018-Q4 | Decreased 0 |
BB&T Corp | 16.5M | $629.4M | 1.1% | $39.74 | -27.22% | 4 qtrssince 2019-Q4 | Increased 54 |
Anthem Inc | 2.2M | $595.9M | 1.1% | $234.63 | +5.11% | 8 qtrssince 2018-Q4 | Decreased 0 |
DowDuPont Inc | 10.7M | $594.2M | 1.1% | $74.22 | -15.83% | 6 qtrssince 2019-Q2 | Decreased 0 |
Medtronic PLC | 5.5M | $569.6M | 1.0% | $82.18 | +5.63% | 8 qtrssince 2018-Q4 | Decreased 0 |
Qorvo Inc | 4.3M | $549.7M | 1.0% | $89.79 | +45.64% | 8 qtrssince 2018-Q4 | Decreased 0 |
Owens Corning | 8M | $549.5M | 1.0% | $49.15 | +26.13% | 8 qtrssince 2018-Q4 | Decreased 0 |
NOVARTIS AG SPONSORED ADR | 6.3M | $546M | 1.0% | $66.99 | +3.49% | 8 qtrssince 2018-Q4 | Decreased 0 |
Huntington Bancshares Inc/OH | 58.8M | $539.3M | 1.0% | $8.97 | -21.42% | 8 qtrssince 2018-Q4 | Increased 48 |
Best Buy Co Inc | 4.8M | $532.6M | 1.0% | $49.35 | +74.27% | 5 qtrssince 2019-Q3 | Decreased 0 |
Dover Corp | 4.8M | $520.7M | 0.9% | $86.41 | +16.54% | 8 qtrssince 2018-Q4 | Decreased 0 |
NXP Semiconductors NV | 4.1M | $508.9M | 0.9% | $98.78 | +14.01% | 7 qtrssince 2019-Q1 | Decreased 0 |
Boston Partners manages $54.9B across 642 positions as of Q3 2020. Top holdings: JPM (2.0%), JNJ (1.9%), BRK/B (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 33 new positions, 44 exits, 180 increased. Top move: JNJ (INCREASED, conviction 58). Portfolio: $54.9B across 642 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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