Portland Hill Asset Management Ltd Buys Danaher Corp, International Flavors & Fragrances Inc, Aramark, Sells Alibaba Group Holding, Alphabet Inc, Facebook Inc

Author's Avatar
Feb 06, 2020
Article's Main Image
Investment company Portland Hill Asset Management Ltd (Current Portfolio) buys Danaher Corp, International Flavors & Fragrances Inc, Aramark, Quest Diagnostics Inc, sells Alibaba Group Holding, Alphabet Inc, Facebook Inc, Apple Inc, Booking Holdings Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Portland Hill Asset Management Ltd. As of 2019Q4, Portland Hill Asset Management Ltd owns 21 stocks with a total value of $98 million. These are the details of the buys and sells.

For the details of Portland Hill Asset Management Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/portland+hill+asset+management+ltd/current-portfolio/portfolio

These are the top 5 holdings of Portland Hill Asset Management Ltd
  1. Facebook Inc (FB) - 73,676 shares, 15.28% of the total portfolio. Shares reduced by 24.46%
  2. Alibaba Group Holding Ltd (BABA) - 69,725 shares, 15.03% of the total portfolio. Shares reduced by 47.55%
  3. PayPal Holdings Inc (PYPL) - 132,384 shares, 14.47% of the total portfolio. Shares reduced by 11.42%
  4. Alphabet Inc (GOOGL) - 10,491 shares, 14.22% of the total portfolio. Shares reduced by 44.74%
  5. Capri Holdings Ltd (CPRI) - 181,129 shares, 6.95% of the total portfolio. Shares reduced by 9.68%
New Purchase: Aramark (ARMK)

Portland Hill Asset Management Ltd initiated holding in Aramark. The purchase prices were between $41.99 and $45.12, with an estimated average price of $43.5. The stock is now traded at around $42.05. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,844 shares as of .

New Purchase: Danaher Corp (DHR)

Portland Hill Asset Management Ltd initiated holding in Danaher Corp. The purchase prices were between $133.47 and $153.48, with an estimated average price of $142.78. The stock is now traded at around $164.43. The impact to a portfolio due to this purchase was 0.13%. The holding were 818 shares as of .

New Purchase: International Flavors & Fragrances Inc (IFF)

Portland Hill Asset Management Ltd initiated holding in International Flavors & Fragrances Inc. The purchase prices were between $114.12 and $142.04, with an estimated average price of $127.98. The stock is now traded at around $143.40. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,003 shares as of .

New Purchase: Quest Diagnostics Inc (DGX)

Portland Hill Asset Management Ltd initiated holding in Quest Diagnostics Inc. The purchase prices were between $100.29 and $107.99, with an estimated average price of $104.34. The stock is now traded at around $111.45. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,151 shares as of .

Sold Out: Industrias Bachoco SAB de CV (IBA)

Portland Hill Asset Management Ltd sold out a holding in Industrias Bachoco SAB de CV. The sale prices were between $47.08 and $54.99, with an estimated average price of $51.42.



Here is the complete portfolio of Portland Hill Asset Management Ltd. Also check out:

1. Portland Hill Asset Management Ltd's Undervalued Stocks
2. Portland Hill Asset Management Ltd's Top Growth Companies, and
3. Portland Hill Asset Management Ltd's High Yield stocks
4. Stocks that Portland Hill Asset Management Ltd keeps buying