Wcm Investment Management Buys Lululemon Athletica Inc, Intercontinental Exchange Inc, Church & Dwight Co Inc, Sells Chubb, Agilent Technologies Inc, Charles Schwab Corp

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Feb 24, 2020
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Investment company Wcm Investment Management (Current Portfolio) buys Lululemon Athletica Inc, Intercontinental Exchange Inc, Church & Dwight Co Inc, Smith & Nephew PLC, Graco Inc, sells Chubb, Agilent Technologies Inc, Charles Schwab Corp, Boston Scientific Corp, Schlumberger during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Wcm Investment Management. As of 2019Q4, Wcm Investment Management owns 157 stocks with a total value of $18.6 billion. These are the details of the buys and sells.

For the details of WCM INVESTMENT MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/wcm+investment+management/current-portfolio/portfolio

These are the top 5 holdings of WCM INVESTMENT MANAGEMENT
  1. Shopify Inc (SHOP) - 4,759,464 shares, 10.17% of the total portfolio. Shares added by 1.24%
  2. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 27,677,845 shares, 8.64% of the total portfolio. Shares added by 1.44%
  3. Accenture PLC (ACN) - 6,819,907 shares, 7.72% of the total portfolio. Shares added by 1.81%
  4. Canadian Pacific Railway Ltd (CP) - 5,475,810 shares, 7.50% of the total portfolio. Shares added by 1.77%
  5. HDFC Bank Ltd (HDB) - 21,700,181 shares, 7.39% of the total portfolio. Shares added by 1.32%
New Purchase: Lululemon Athletica Inc (LULU)

Wcm Investment Management initiated holding in Lululemon Athletica Inc. The purchase prices were between $189.13 and $233.19, with an estimated average price of $213.94. The stock is now traded at around $246.21. The impact to a portfolio due to this purchase was 4.1%. The holding were 3,295,460 shares as of .

New Purchase: Intercontinental Exchange Inc (ICE)

Wcm Investment Management initiated holding in Intercontinental Exchange Inc. The purchase prices were between $89.41 and $94.74, with an estimated average price of $92.81. The stock is now traded at around $93.85. The impact to a portfolio due to this purchase was 0.59%. The holding were 1,183,131 shares as of .

New Purchase: Church & Dwight Co Inc (CHD)

Wcm Investment Management initiated holding in Church & Dwight Co Inc. The purchase prices were between $67.05 and $76.05, with an estimated average price of $70.94. The stock is now traded at around $75.51. The impact to a portfolio due to this purchase was 0.56%. The holding were 1,488,753 shares as of .

New Purchase: Focus Financial Partners Inc (FOCS)

Wcm Investment Management initiated holding in Focus Financial Partners Inc. The purchase prices were between $21.28 and $30.22, with an estimated average price of $25.64. The stock is now traded at around $31.66. The impact to a portfolio due to this purchase was 0.08%. The holding were 499,941 shares as of .

New Purchase: InterXion Holding NV (INXN)

Wcm Investment Management initiated holding in InterXion Holding NV. The purchase prices were between $77.07 and $89.42, with an estimated average price of $83.59. The stock is now traded at around $94.59. The impact to a portfolio due to this purchase was 0.04%. The holding were 89,321 shares as of .

New Purchase: NuVasive Inc (NUVA)

Wcm Investment Management initiated holding in NuVasive Inc. The purchase prices were between $61.73 and $77.7, with an estimated average price of $70.89. The stock is now traded at around $73.28. The impact to a portfolio due to this purchase was 0.03%. The holding were 65,987 shares as of .

Added: Smith & Nephew PLC (SNN)

Wcm Investment Management added to a holding in Smith & Nephew PLC by 63.65%. The purchase prices were between $42.26 and $48.5, with an estimated average price of $45.14. The stock is now traded at around $48.94. The impact to a portfolio due to this purchase was 0.42%. The holding were 4,195,468 shares as of .

Added: Graco Inc (GGG)

Wcm Investment Management added to a holding in Graco Inc by 51.51%. The purchase prices were between $43.53 and $52.26, with an estimated average price of $47.81. The stock is now traded at around $55.16. The impact to a portfolio due to this purchase was 0.29%. The holding were 3,090,462 shares as of .

Added: iShares MSCI EAFE (EFA)

Wcm Investment Management added to a holding in iShares MSCI EAFE by 2476.52%. The purchase prices were between $62.55 and $69.64, with an estimated average price of $66.97. The stock is now traded at around $65.53. The impact to a portfolio due to this purchase was 0.16%. The holding were 454,266 shares as of .

Added: WNS (Holdings) Ltd (WNS)

Wcm Investment Management added to a holding in WNS (Holdings) Ltd by 266.67%. The purchase prices were between $57.35 and $66.5, with an estimated average price of $62.41. The stock is now traded at around $71.83. The impact to a portfolio due to this purchase was 0.09%. The holding were 346,229 shares as of .

Added: EnerSys (ENS)

Wcm Investment Management added to a holding in EnerSys by 64.29%. The purchase prices were between $59.95 and $76.86, with an estimated average price of $69.4. The stock is now traded at around $70.79. The impact to a portfolio due to this purchase was 0.05%. The holding were 312,915 shares as of .

Added: KAR Auction Services Inc (KAR)

Wcm Investment Management added to a holding in KAR Auction Services Inc by 86.82%. The purchase prices were between $20.66 and $26.52, with an estimated average price of $22.74. The stock is now traded at around $21.55. The impact to a portfolio due to this purchase was 0.04%. The holding were 724,831 shares as of .

Sold Out: Agilent Technologies Inc (A)

Wcm Investment Management sold out a holding in Agilent Technologies Inc. The sale prices were between $72.49 and $85.45, with an estimated average price of $78.92.

Sold Out: Charles Schwab Corp (SCHW)

Wcm Investment Management sold out a holding in Charles Schwab Corp. The sale prices were between $35.1 and $51.07, with an estimated average price of $44.34.

Sold Out: Schlumberger Ltd (SLB)

Wcm Investment Management sold out a holding in Schlumberger Ltd. The sale prices were between $30.71 and $40.79, with an estimated average price of $35.85.

Sold Out: Thermon Group Holdings Inc (THR)

Wcm Investment Management sold out a holding in Thermon Group Holdings Inc. The sale prices were between $21.84 and $27.33, with an estimated average price of $25.27.

Sold Out: Bruker Corp (BRKR)

Wcm Investment Management sold out a holding in Bruker Corp. The sale prices were between $42.36 and $51.75, with an estimated average price of $47.79.

Sold Out: Inphi Corp (IPHI)

Wcm Investment Management sold out a holding in Inphi Corp. The sale prices were between $59.09 and $76.23, with an estimated average price of $68.94.



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