- New Purchases: BAX, ILMN, PEN, CBRE,
- Added Positions: TWLO, SCHW, CTSH, CERN, TEL, SRCL, EFX, HSIC, APTV, HTHT, SPY,
- Reduced Positions: DE, ADI, MSFT, ADP, GOOG, AYI, TXN, AMZN, IR, TMO, AMAT, XRAY, NVDA, TSM,
- Sold Out: ALLE,
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- Alphabet Inc (GOOG) - 1,060,184 shares, 9.07% of the total portfolio. Shares reduced by 7.24%
- Charles Schwab Corp (SCHW) - 29,739,409 shares, 9.05% of the total portfolio. Shares added by 9.77%
- Cognizant Technology Solutions Corp (CTSH) - 14,948,951 shares, 5.93% of the total portfolio. Shares added by 14.50%
- Dentsply Sirona Inc (XRAY) - 16,223,796 shares, 5.87% of the total portfolio. Shares reduced by 2.21%
- Jones Lang LaSalle Inc (JLL) - 4,777,332 shares, 5.32% of the total portfolio. Shares added by 0.05%
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.
Here is the complete portfolio of Al Gore. Also check out:
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