Ycg LLC Sells 157 Shares of PepsiCo, Inc.
| OAZLX Fund | USD 84.69 0.00 0.00% |
Slightly above 55% of Oakmark Select's investor base is interested to short. The analysis of overall sentiment of trading Oakmark Select mutual fund suggests that many investors are impartial at this time. Oakmark Select's investing sentiment can be driven by a variety of factors including economic data, Oakmark Select's earnings reports, geopolitical events, and overall market trends.
Oakmark |
Ycg LLC decreased its holdings in shares of PepsiCo, Inc. by 0.1 percent in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission . The firm owned 106,140 shares of the companys stock after selling 157 shares during the period. PepsiCo comprises
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Oakmark Select Fundamental Analysis
We analyze Oakmark Select's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oakmark Select using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oakmark Select based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Total Asset
Total Asset Comparative Analysis
Oakmark Select is currently under evaluation in total asset among similar funds. Total Asset is everything that a business owns. It is the sum of current and long-term assets owned by a firm at a given time. These assets are listed on a balance sheet and typically valued based on their purchasing prices, not the current market value.
Oakmark Select Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Oakmark Select mutual fund to make a market-neutral strategy. Peer analysis of Oakmark Select could also be used in its relative valuation, which is a method of valuing Oakmark Select by comparing valuation metrics with similar companies.
Peers
Oakmark Select Related Equities
| CWSIX | Chartwell Small | 0.22 | ||||
| CIPNX | Champlain Small | 0.12 | ||||
| ASVYX | Small Cap | 0.00 | ||||
| HSCYX | The Hartford | 0.06 | ||||
| TVOYX | Touchstone Small | 0.1 |
Other Information on Investing in Oakmark Mutual Fund
Oakmark Select financial ratios help investors to determine whether Oakmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakmark with respect to the benefits of owning Oakmark Select security.
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