Generation Investment Management Llp Buys Baxter International Inc, Twilio Inc, Illumina Inc, Sells Deere, Analog Devices Inc, Allegion PLC

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Feb 14, 2020
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London, X0, based Investment company Generation Investment Management Llp (Current Portfolio) buys Baxter International Inc, Twilio Inc, Illumina Inc, Cerner Corp, Penumbra Inc, sells Deere, Analog Devices Inc, Allegion PLC, Microsoft Corp, Automatic Data Processing Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Generation Investment Management Llp. As of 2019Q4, Generation Investment Management Llp owns 39 stocks with a total value of $15.6 billion. These are the details of the buys and sells.

For the details of Al Gore's stock buys and sells, go to https://www.gurufocus.com/guru/al+gore/current-portfolio/portfolio

These are the top 5 holdings of Al Gore
  1. Alphabet Inc (GOOG) - 1,060,184 shares, 9.07% of the total portfolio. Shares reduced by 7.24%
  2. Charles Schwab Corp (SCHW) - 29,739,409 shares, 9.05% of the total portfolio. Shares added by 9.77%
  3. Cognizant Technology Solutions Corp (CTSH) - 14,948,951 shares, 5.93% of the total portfolio. Shares added by 14.50%
  4. Dentsply Sirona Inc (XRAY) - 16,223,796 shares, 5.87% of the total portfolio. Shares reduced by 2.21%
  5. Jones Lang LaSalle Inc (JLL) - 4,777,332 shares, 5.32% of the total portfolio. Shares added by 0.05%
New Purchase: Baxter International Inc (BAX)

Generation Investment Management Llp initiated holding in Baxter International Inc. The purchase prices were between $76.7 and $88.45, with an estimated average price of $82.72. The stock is now traded at around $92.57. The impact to a portfolio due to this purchase was 3.65%. The holding were 6,817,806 shares as of .

New Purchase: Illumina Inc (ILMN)

Generation Investment Management Llp initiated holding in Illumina Inc. The purchase prices were between $288.29 and $335.49, with an estimated average price of $312.33. The stock is now traded at around $291.38. The impact to a portfolio due to this purchase was 1.24%. The holding were 585,247 shares as of .

New Purchase: Penumbra Inc (PEN)

Generation Investment Management Llp initiated holding in Penumbra Inc. The purchase prices were between $135.51 and $177.8, with an estimated average price of $159.77. The stock is now traded at around $189.69. The impact to a portfolio due to this purchase was 0.43%. The holding were 412,309 shares as of .

New Purchase: CBRE Group Inc (CBRE)

Generation Investment Management Llp initiated holding in CBRE Group Inc. The purchase prices were between $49.45 and $61.29, with an estimated average price of $55.56. The stock is now traded at around $64.12. The impact to a portfolio due to this purchase was 0.02%. The holding were 44,506 shares as of .

Added: Twilio Inc (TWLO)

Generation Investment Management Llp added to a holding in Twilio Inc by 260.74%. The purchase prices were between $91.06 and $116.59, with an estimated average price of $102. The stock is now traded at around $128.67. The impact to a portfolio due to this purchase was 1.53%. The holding were 3,363,351 shares as of .

Added: Cerner Corp (CERN)

Generation Investment Management Llp added to a holding in Cerner Corp by 47.90%. The purchase prices were between $65.1 and $73.44, with an estimated average price of $69.29. The stock is now traded at around $76.49. The impact to a portfolio due to this purchase was 0.68%. The holding were 4,489,340 shares as of .

Added: Huazhu Group Ltd (HTHT)

Generation Investment Management Llp added to a holding in Huazhu Group Ltd by 46.90%. The purchase prices were between $32.07 and $41.51, with an estimated average price of $36.21. The stock is now traded at around $37.00. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,233,262 shares as of .

Added: SPDR S&P 500 (SPY)

Generation Investment Management Llp added to a holding in SPDR S&P 500 by 37.32%. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $337.06. The impact to a portfolio due to this purchase was 0.08%. The holding were 144,250 shares as of .

Sold Out: Allegion PLC (ALLE)

Generation Investment Management Llp sold out a holding in Allegion PLC. The sale prices were between $100.24 and $125.69, with an estimated average price of $115.82.



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