prices ." Twelve of our 26 Ultimate Stock-Pickers now hold the name, with two of them-- ASTON/Montag & Caldwell Growth MCGIX and Hartford Capital Appreciation ITHAX--building new positions in Cisco during the most recent period. In his fourth
prices ." Twelve of our 26 Ultimate Stock-Pickers now hold the name, with two of them-- ASTON/Montag & Caldwell Growth MCGIX and Hartford Capital Appreciation ITHAX--building new positions in Cisco during the most recent period. In his fourth
Ultimate Stock-Pickers, 12 of them held Cisco at the end of the fourth quarter of 2011, with Aston/Montag & Caldwell Growth MCGIX and Hartford Capital Appreciation joining those ranks by virtue of their new-money purchases in the name. Of his purchase
second quarter adding to their positions. Of note was the fact that two of these managers-- Aston/Montag & Caldwell Growth MCGIX and Parnassus Equity Income--made meaningful additions to their stakes in Procter & Gamble during the third quarter. Even
Abbott Laboratories, which continues to be held by eight of our managers, two of which-- Aston/Montag & Caldwell Growth MCGIX and Parnassus Equity Income--continue to add meaningfully to their stakes. But that still didn't stop two other managers
Over the last year, Yacktman was also one of only two fund managers--the other being Aston/Montag & Caldwell Growth MCGIX --to beat the market. Both managers were overweight in more traditional defensive sectors over the last 12 months, with
first quarter adding to their positions. Of note was the fact that three of these managers-- Aston/Montag & Caldwell Growth MCGIX , Parnassus Equity Income, and Yacktman--made meaningful additions to their stakes in Procter & Gamble during the second
Another widely held security, Procter & Gamble also saw three of our top managers-- Aston/Montag & Caldwell Growth MCGIX , Parnassus Equity Income, and Yacktman--adding to their existing stake, with the consumer products giant now accounting
holds the name. More interesting is the fact that one of our Ultimate Stock-Pickers-- Aston/Montag & Caldwell Growth MCGIX --completely eliminated Merck from its portfolio during the quarter, while Mutual Shares was actually putting new money to
several of our managers were adding to their stakes in Wal-Mart, it was an outright sale by Aston/Montag & Caldwell Growth MCGIX over concerns that the retail giant's "core customer remains challenged from a macroeconomic standpoint," as well as a