Majedie Asset Management Ltd Buys Boston Scientific Corp, Fiserv Inc, eBay Inc, Sells Barrick Gold Corp, Booking Holdings Inc, First Republic Bank

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May 14, 2020
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London, X0, based Investment company Majedie Asset Management Ltd (Current Portfolio) buys Boston Scientific Corp, Fiserv Inc, eBay Inc, Amazon.com Inc, Medtronic PLC, sells Barrick Gold Corp, Booking Holdings Inc, First Republic Bank, Gold Fields, Exxon Mobil Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Majedie Asset Management Ltd. As of 2020Q1, Majedie Asset Management Ltd owns 72 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of Majedie Asset Management Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/majedie+asset+management+ltd/current-portfolio/portfolio

These are the top 5 holdings of Majedie Asset Management Ltd
  1. Barrick Gold Corp (GOLD) - 10,828,503 shares, 18.39% of the total portfolio. Shares reduced by 21.51%
  2. Boston Scientific Corp (BSX) - 3,877,243 shares, 11.72% of the total portfolio. New Position
  3. Booking Holdings Inc (BKNG) - 61,373 shares, 7.65% of the total portfolio. Shares reduced by 22.61%
  4. eBay Inc (EBAY) - 2,433,305 shares, 6.78% of the total portfolio. Shares added by 54.37%
  5. Newmont Corp (NEM) - 1,491,118 shares, 6.26% of the total portfolio. Shares reduced by 13.34%
New Purchase: Boston Scientific Corp (BSX)

Majedie Asset Management Ltd 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 $35.20. The impact to a portfolio due to this purchase was 11.72%. The holding were 3,877,243 shares as of .

New Purchase: Medtronic PLC (MDT)

Majedie Asset Management Ltd initiated holding in Medtronic PLC. The purchase prices were between $72.92 and $121.3, with an estimated average price of $106.86. The stock is now traded at around $92.75. The impact to a portfolio due to this purchase was 1.16%. The holding were 138,913 shares as of .

New Purchase: Crown Holdings Inc (CCK)

Majedie Asset Management Ltd initiated holding in Crown Holdings Inc. The purchase prices were between $43.69 and $80, with an estimated average price of $69.87. The stock is now traded at around $58.80. The impact to a portfolio due to this purchase was 1.01%. The holding were 187,077 shares as of .

New Purchase: Total SA (TOT)

Majedie Asset Management Ltd initiated holding in Total SA. The purchase prices were between $24.76 and $56.51, with an estimated average price of $45.33. The stock is now traded at around $33.64. The impact to a portfolio due to this purchase was 0.82%. The holding were 238,564 shares as of .

New Purchase: Sibanye Stillwater Ltd (47VS)

Majedie Asset Management Ltd initiated holding in Sibanye Stillwater Ltd. The purchase prices were between $3.55 and $11.7, with an estimated average price of $8.28. The stock is now traded at around $7.05. The impact to a portfolio due to this purchase was 0.67%. The holding were 1,521,909 shares as of .

New Purchase: PayPal Holdings Inc (PYPL)

Majedie Asset Management Ltd initiated holding in PayPal Holdings Inc. The purchase prices were between $85.26 and $123.91, with an estimated average price of $110.65. The stock is now traded at around $142.70. The impact to a portfolio due to this purchase was 0.39%. The holding were 44,459 shares as of .

Added: Fiserv Inc (FISV)

Majedie Asset Management Ltd added to a holding in Fiserv Inc by 162.21%. The purchase prices were between $77 and $123.89, with an estimated average price of $111.47. The stock is now traded at around $99.25. The impact to a portfolio due to this purchase was 2.48%. The holding were 455,074 shares as of .

Added: eBay Inc (EBAY)

Majedie Asset Management Ltd added to a holding in eBay Inc by 54.37%. The purchase prices were between $26.34 and $38.49, with an estimated average price of $34.92. The stock is now traded at around $41.51. The impact to a portfolio due to this purchase was 2.39%. The holding were 2,433,305 shares as of .

Added: Amazon.com Inc (AMZN)

Majedie Asset Management Ltd added to a holding in Amazon.com Inc by 202.34%. 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 $2372.33. The impact to a portfolio due to this purchase was 1.39%. The holding were 11,486 shares as of .

Added: Electronic Arts Inc (EA)

Majedie Asset Management Ltd added to a holding in Electronic Arts Inc by 159.90%. The purchase prices were between $86.94 and $113.48, with an estimated average price of $105.46. The stock is now traded at around $116.10. The impact to a portfolio due to this purchase was 1.04%. The holding were 181,724 shares as of .

Added: Etsy Inc (ETSY)

Majedie Asset Management Ltd added to a holding in Etsy Inc by 22.40%. The purchase prices were between $31.69 and $62.46, with an estimated average price of $48.88. The stock is now traded at around $82.37. The impact to a portfolio due to this purchase was 0.96%. The holding were 1,476,330 shares as of .

Added: Pfizer Inc (PFE)

Majedie Asset Management Ltd added to a holding in Pfizer Inc by 71.81%. The purchase prices were between $28.49 and $40.71, with an estimated average price of $36.04. The stock is now traded at around $37.54. The impact to a portfolio due to this purchase was 0.39%. The holding were 311,844 shares as of .

Sold Out: Valaris PLC (VAL)

Majedie Asset Management Ltd sold out a holding in Valaris PLC. The sale prices were between $0.41 and $7.7, with an estimated average price of $3.92.

Sold Out: Aon PLC (AON)

Majedie Asset Management Ltd sold out a holding in Aon PLC. The sale prices were between $145.48 and $237.43, with an estimated average price of $205.38.

Sold Out: Masco Corp (MAS)

Majedie Asset Management Ltd sold out a holding in Masco Corp. The sale prices were between $27.53 and $49.9, with an estimated average price of $43.85.

Sold Out: ViacomCBS Inc (0VVB)

Majedie Asset Management Ltd sold out a holding in ViacomCBS Inc. The sale prices were between $10.5 and $37.8, with an estimated average price of $26.55.

Sold Out: Transocean Ltd (RIG)

Majedie Asset Management Ltd sold out a holding in Transocean Ltd. The sale prices were between $1.04 and $7.17, with an estimated average price of $3.99.

Sold Out: Amdocs Ltd (DOX)

Majedie Asset Management Ltd sold out a holding in Amdocs Ltd. The sale prices were between $46.13 and $76.07, with an estimated average price of $67.32.



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