Johnston Asset Management Corp Buys Boston Scientific Corp, Albemarle Corp, Prologis Inc, Sells HDFC Bank, Qiagen NV, Becton, Dickinson and Co

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May 04, 2020
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Stamford, CT, based Investment company Johnston Asset Management Corp (Current Portfolio) buys Boston Scientific Corp, Albemarle Corp, Prologis Inc, Sea, Alkermes PLC, sells HDFC Bank, Qiagen NV, Becton, Dickinson and Co, Occidental Petroleum Corp, Liberty Property Trust during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Johnston Asset Management Corp. As of 2020Q1, Johnston Asset Management Corp owns 73 stocks with a total value of $1.7 billion. These are the details of the buys and sells.

For the details of JOHNSTON ASSET MANAGEMENT CORP's stock buys and sells, go to https://www.gurufocus.com/guru/johnston+asset+management+corp/current-portfolio/portfolio

These are the top 5 holdings of JOHNSTON ASSET MANAGEMENT CORP
  1. Alibaba Group Holding Ltd (BABA) - 1,505,214 shares, 17.03% of the total portfolio. Shares reduced by 0.84%
  2. ASML Holding NV (ASML) - 530,608 shares, 8.08% of the total portfolio. Shares reduced by 1.74%
  3. ICICI Bank Ltd (IBN) - 15,249,038 shares, 7.54% of the total portfolio. Shares reduced by 16.58%
  4. Melco Resorts and Entertainment Ltd (MLCO) - 10,290,939 shares, 7.42% of the total portfolio. Shares reduced by 0.95%
  5. Microsoft Corp (MSFT) - 364,615 shares, 3.35% of the total portfolio. Shares reduced by 8.13%
New Purchase: Boston Scientific Corp (BSX)

Johnston Asset Management Corp initiated holding in Boston Scientific Corp. The purchase prices were between $25.83 and $45.71, with an estimated average price of $39.29. The stock is now traded at around $35.83. The impact to a portfolio due to this purchase was 0.46%. The holding were 241,820 shares as of .

New Purchase: Prologis Inc (PLD)

Johnston Asset Management Corp initiated holding in Prologis Inc. The purchase prices were between $62.82 and $99.23, with an estimated average price of $87.65. The stock is now traded at around $87.13. The impact to a portfolio due to this purchase was 0.14%. The holding were 30,893 shares as of .

New Purchase: Sea Ltd (SE)

Johnston Asset Management Corp initiated holding in Sea Ltd. The purchase prices were between $38 and $52.56, with an estimated average price of $44.78. The stock is now traded at around $55.23. The impact to a portfolio due to this purchase was 0.12%. The holding were 45,190 shares as of .

New Purchase: Alkermes PLC (ALKS)

Johnston Asset Management Corp initiated holding in Alkermes PLC. The purchase prices were between $13.06 and $21.24, with an estimated average price of $17.91. The stock is now traded at around $13.74. The impact to a portfolio due to this purchase was 0.1%. The holding were 119,900 shares as of .

New Purchase: JD.com Inc (JD)

Johnston Asset Management Corp initiated holding in JD.com Inc. The purchase prices were between $35.23 and $44.62, with an estimated average price of $39.92. The stock is now traded at around $42.25. The impact to a portfolio due to this purchase was 0.02%. The holding were 7,330 shares as of .

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Johnston Asset Management Corp initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $43.89 and $60.32, with an estimated average price of $54.86. The stock is now traded at around $52.15. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,270 shares as of .

Added: Albemarle Corp (ALB)

Johnston Asset Management Corp added to a holding in Albemarle Corp by 35.71%. The purchase prices were between $50.9 and $94.31, with an estimated average price of $76.85. The stock is now traded at around $57.26. The impact to a portfolio due to this purchase was 0.22%. The holding were 251,612 shares as of .

Sold Out: Qiagen NV (QGEN)

Johnston Asset Management Corp sold out a holding in Qiagen NV. The sale prices were between $33.17 and $41.6, with an estimated average price of $36.78.

Sold Out: Occidental Petroleum Corp (OXY)

Johnston Asset Management Corp sold out a holding in Occidental Petroleum Corp. The sale prices were between $9.69 and $47.26, with an estimated average price of $33.31.

Sold Out: Liberty Property Trust (LPT)

Johnston Asset Management Corp sold out a holding in Liberty Property Trust. The sale prices were between $59.59 and $65.03, with an estimated average price of $62.3.

Sold Out: AT&T Inc (T)

Johnston Asset Management Corp sold out a holding in AT&T Inc. The sale prices were between $26.77 and $39.37, with an estimated average price of $36.28.



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