HoldingsChannel.com
AJO LP Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Johnson & 038 Johnson 2,927,090 -338,142 $426,973
     JNJ2,927,090-338,142$426,973
Verizon Communications Inc 6,053,750 -390,230 $371,699
     VZ6,053,750-390,230$371,699
Citigroup Inc 3,722,218 -487,284 $297,367
     C3,722,218-487,284$297,367
Pfizer Inc 6,732,512 -352,171 $263,779
     PFE6,732,512-352,171$263,779
Mondelez International Inc 4,445,271 +1,971,993 $244,845
     MDLZ4,445,271+1,971,993$244,845
Procter & 038 Gamble Co The 1,947,712 +1,026,899 $243,268
     PG1,947,712+1,026,899$243,268
Merck & 038 Co Inc 2,497,706 -147,450 $227,165
     MRK2,497,706-147,450$227,165
Microsoft Corp 1,416,194 +56,920 $223,333
     MSFT1,416,194+56,920$223,333
PepsiCo Inc 1,610,031 -97,729 $220,042
     PEP1,610,031-97,729$220,042
HP Inc 10,110,964 +768,486 $207,779
     HPQ10,110,964+768,486$207,779
Exelon Corp 4,498,014 -242,477 $205,064
     EXC4,498,014-242,477$205,064
Eli Lilly & 038 Co 1,551,737 -166,581 $203,943
     LLY1,551,737-166,581$203,943
McKesson Corp 1,409,185 -44,338 $194,917
     MCK1,409,185-44,338$194,917
CBRE Group Inc 3,159,946 -129,018 $193,672
     CBRE3,159,946-129,018$193,672
Tyson Foods Inc 2,123,682 -240,063 $193,339
     TSN2,123,682-240,063$193,339
Electronic Arts Inc 1,775,024 +27,421 $190,832
     EA1,775,024+27,421$190,832
Cadence Design Systems Inc 2,718,820 -151,125 $188,576
     CDNS2,718,820-151,125$188,576
MetLife Inc 3,682,448 +765,110 $187,693
     MET3,682,448+765,110$187,693
eBay Inc 5,176,079 +310,700 $186,907
     EBAY5,176,079+310,700$186,907
Oracle Corp 3,521,167 +1,513,450 $186,550
     ORCL3,521,167+1,513,450$186,550
Phillips 66 1,671,770 +273,985 $186,251
     PSX1,671,770+273,985$186,251
Chevron Corp 1,525,894 -720,196 $183,885
     CVX1,525,894-720,196$183,885
Synopsys Inc 1,295,907 +287,164 $180,389
     SNPS1,295,907+287,164$180,389
Ally Financial Inc 5,843,922 -146,463 $178,589
     ALLY5,843,922-146,463$178,589
Intel Corp 2,982,238 -1,624,695 $178,486
     INTC2,982,238-1,624,695$178,486
Voya Financial Inc 2,848,468 -395,408 $173,698
     VOYA2,848,468-395,408$173,698
Take Two Interactive Software 1,395,230 +1,366,352 $170,817
     TTWO1,395,230+1,366,352$170,817
Varian Medical Systems Inc 1,184,329 -362,099 $168,185
     VAR1,184,329-362,099$168,185
PulteGroup Inc 4,298,928 +3,992,869 $166,797
     PHM4,298,928+3,992,869$166,797
Equitable Holdings Inc 6,674,340 -354,608 $165,389
     EQH6,674,340-354,608$165,389
Medtronic PLC 1,413,829 +193,263 $160,398
     MDT1,413,829+193,263$160,398
United Airlines Holdings Inc 1,813,575 -385,171 $159,757
     UAL1,813,575-385,171$159,757
Hartford Financial Services Gr 2,600,873 -229,860 $158,054
     HIG2,600,873-229,860$158,054
HollyFrontier Corp 2,986,465 -435,873 $151,443
     HFC2,986,465-435,873$151,443
MGIC Investment Corp 10,494,761 +564,915 $148,710
     MTG10,494,761+564,915$148,710
JetBlue Airways Corp 7,899,898 -942,602 $147,885
     JBLU7,899,898-942,602$147,885
AES Corp VA 7,286,356 -3,687,067 $144,997
     AES7,286,356-3,687,067$144,997
Reinsurance Group of America I 888,831 +117,169 $144,932
     RGA888,831+117,169$144,932
PACCAR Inc 1,765,469 -97,261 $139,648
     PCAR1,765,469-97,261$139,648
Alleghany Corp 171,902 -19,730 $137,447
     Y171,902-19,730$137,447
Citizens Financial Group Inc 3,370,306 -578,621 $136,867
     CFG3,370,306-578,621$136,867
Popular Inc 2,305,102 -208,811 $135,424
     BPOP2,305,102-208,811$135,424
Alphabet Inc 100,527 +11,057 $134,644
     GOOGL100,527+11,057$134,644
Exelixis Inc 7,636,882 +3,541,719 $134,561
     EXEL7,636,882+3,541,719$134,561
Facebook Inc 646,308 -464,193 $132,654
     FB646,308-464,193$132,654
Ingredion Inc 1,406,235 +170,056 $130,708
     INGR1,406,235+170,056$130,708
Hologic Inc 2,498,232 +785,593 $130,432
     HOLX2,498,232+785,593$130,432
Starbucks Corp 1,435,170 -724,118 $126,179
     SBUX1,435,170-724,118$126,179
Huntsman Corp 5,132,295 -875,860 $123,995
     HUN5,132,295-875,860$123,995
Curtiss Wright Corp 871,865 -205,609 $122,836
     CW871,865-205,609$122,836

See Full List: All Stocks Held By AJO LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By AJO LP

Size ($ in 1000's)
At 12/31/2019: $16,906,650
At 09/30/2019: $17,244,478

Combined Holding Report Includes:
AJO LP
SEI INVESTMENTS MANAGEMENT CORP

AJO LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from AJO LP 13F filings. Link to 13F filings: SEC filings

AJO LP Top Holdings 13F Filings | www.HoldingsChannel.com

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