Alecta Pensionsforsakring, Omsesidigt Buys Amazon.com Inc, Ecolab Inc, Nike Inc, Sells Wells Fargo

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Apr 28, 2020
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Stockholm, V7, based Investment company Alecta Pensionsforsakring, Omsesidigt (Current Portfolio) buys Amazon.com Inc, Ecolab Inc, Nike Inc, Thermo Fisher Scientific Inc, Tencent Holdings, sells Wells Fargo during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Alecta Pensionsforsakring, Omsesidigt. As of 2020Q1, Alecta Pensionsforsakring, Omsesidigt owns 40 stocks with a total value of $11.5 billion. These are the details of the buys and sells.

For the details of Alecta Pensionsforsakring, Omsesidigt's stock buys and sells, go to https://www.gurufocus.com/guru/alecta+pensionsforsakring%2C+omsesidigt/current-portfolio/portfolio

These are the top 5 holdings of Alecta Pensionsforsakring, Omsesidigt
  1. Microsoft Corp (MSFT) - 10,861,000 shares, 14.83% of the total portfolio. Shares reduced by 7.25%
  2. Alphabet Inc (GOOGL) - 1,064,300 shares, 10.71% of the total portfolio. Shares reduced by 10.42%
  3. TJX Companies Inc (TJX) - 15,147,265 shares, 6.27% of the total portfolio. Shares reduced by 1.61%
  4. Visa Inc (V) - 4,142,500 shares, 5.78% of the total portfolio. Shares added by 6.08%
  5. Check Point Software Technologies Ltd (CHKP) - 5,360,000 shares, 4.67% of the total portfolio.
New Purchase: Thermo Fisher Scientific Inc (TMO)

Alecta Pensionsforsakring, Omsesidigt initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $255.3 and $340.05, with an estimated average price of $316.21. The stock is now traded at around $342.71. The impact to a portfolio due to this purchase was 0.66%. The holding were 268,000 shares as of .

New Purchase: Tencent Holdings Ltd (TCEHY)

Alecta Pensionsforsakring, Omsesidigt initiated holding in Tencent Holdings Ltd. The purchase prices were between $42.06 and $53.52, with an estimated average price of $49.68. The stock is now traded at around $53.30. The impact to a portfolio due to this purchase was 0.6%. The holding were 1,405,000 shares as of .

New Purchase: Merck & Co Inc (MRK)

Alecta Pensionsforsakring, Omsesidigt initiated holding in Merck & Co Inc. The purchase prices were between $66.4 and $92.04, with an estimated average price of $82.63. The stock is now traded at around $83.98. The impact to a portfolio due to this purchase was 0.41%. The holding were 620,000 shares as of .

Added: Amazon.com Inc (AMZN)

Alecta Pensionsforsakring, Omsesidigt added to a holding in Amazon.com Inc by 162.50%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2376.00. The impact to a portfolio due to this purchase was 2.41%. The holding were 231,000 shares as of .

Added: Ecolab Inc (ECL)

Alecta Pensionsforsakring, Omsesidigt added to a holding in Ecolab Inc by 43.51%. The purchase prices were between $125.22 and $210.31, with an estimated average price of $188.41. The stock is now traded at around $187.51. The impact to a portfolio due to this purchase was 1.27%. The holding were 3,105,468 shares as of .

Added: Nike Inc (NKE)

Alecta Pensionsforsakring, Omsesidigt added to a holding in Nike Inc by 42.69%. The purchase prices were between $62.8 and $104.58, with an estimated average price of $93.5. The stock is now traded at around $89.37. The impact to a portfolio due to this purchase was 0.72%. The holding were 3,367,400 shares as of .

Added: SVB Financial Group (SIVB)

Alecta Pensionsforsakring, Omsesidigt added to a holding in SVB Financial Group by 77.00%. The purchase prices were between $130.98 and $270.79, with an estimated average price of $221.86. The stock is now traded at around $192.63. The impact to a portfolio due to this purchase was 0.5%. The holding were 885,000 shares as of .

Added: Ulta Beauty Inc (ULTA)

Alecta Pensionsforsakring, Omsesidigt added to a holding in Ulta Beauty Inc by 44.82%. The purchase prices were between $128.52 and $301.34, with an estimated average price of $250.45. The stock is now traded at around $208.09. The impact to a portfolio due to this purchase was 0.47%. The holding were 1,003,605 shares as of .

Added: Cintas Corp (CTAS)

Alecta Pensionsforsakring, Omsesidigt added to a holding in Cintas Corp by 208.38%. The purchase prices were between $157.06 and $304.26, with an estimated average price of $262.42. The stock is now traded at around $212.47. The impact to a portfolio due to this purchase was 0.26%. The holding were 257,500 shares as of .



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