M&g Investment Management Ltd Buys Ferguson PLC, Burford Capital, Apple Inc, Sells Arthur J. Gallagher, Alibaba Group Holding,

• New Purchases: FERG, BUR, ES, MCO, BBY, DD, EMR, STT, BXP, BSX, PKI, PPG, RHI, EQR, VACC, WHR, CWST, CTLT, STZ, DAL, IFF, KRNT, SPG, WBA, CNMD, ENTG, HLI, KSU, MGNI, MD, MSCI, NTRS, ROK, SMG, STLA, AEIS, ALK, AIN, ALXN, AIMC, AIG, APTV, AIZ, BRKS, CBT, CPB, CAH, CSTL, CF, GTLS, CCMP, CMCO, CBRL, ECL, EBS, ENS, ESS, FRT, FRME, FCFS, FORM, FELE, GPS, GATX, HXL, JRVR, LFUS, MANT, MTH, MOH, MPWR, MYGN, NTNX, ORGO, OGN, PSN, PEB, PSX, PLXS, QTRX, REG, SABR, SANM, SLB, STAG, SF, TEL, TCBI, TKR, VCYT, WELL, WSC, WWW, YUM, ZH, TWOU, MASS, AERI, AFMD, AIRG, AKTS, ALLE, AMP, AROC, ARRY, AXON, AXTI, CEVA, CHEF, CSSE, CIEN, ED, CLB, OFC, CRCT, CYRX, DOV, EFSC, EEFT, EVH, FINV, HAL, HCAT, HQY, HTLF, HSIC, HMN, INFO, INMD, INSM, NTLA, JAZZ, KIM, KMI, KLIC, TREE, LLNW, LAD, MRO, MOG.A, NLS, NEO, NPTN, STIM, NLSN, KIDS, OSIS, PAYC, PRFT, PXD, PRCH, POWI, PRO, PTC, PSTG, PVH, QLYS, RDWR, RPD, RGA, STX, SIBN, SILK, SSB, SCS, SYF, TTGT, TRMK, UDR, UBSI, UFCS, VFC, VRNS, VCEL, VRTX, VICR, WST, WMB, WNS, YI, ANF, ABM, ACTG, XLRN, AGRO, WMS, AMRC, AAL, AFIN, AFG, AMWL, APA, AHH, ASML, ATRC, ALV, AUTL, AVY, BAX, BEAM, BGCP, BCRX, BLFS, BMRA, BPMC, BWA, BHR, BAMR, CSIQ, CSII, CTT, CE, CERS, CMRX, CB, CLNE, CLDR, CONN, CPLG, CNR, CRSP, CTSO, DRI, DRNA, DLR, DISH, DOCU, DOMO, PLOW, EWBC, ECHO, EDIT, ENTA, EOG, EPZM, ESPR, EVBG, EVER, EVOJU, FLEX, FLXN, FOXA, FOX, IT, GNK, GIS, GENI, THRM, GLOB, GRBK, HALO, IAC, ICAD, NARI, IIPR, IVZ, JNCE, KPTI, LII, LFMD, LGND, LQDT, LOB, LPSN, LXFR, MGNX, MASI, MTRN, MXIM, MRNA, MRC, MSA, NTRA, FIZZ, NEWR, NMRK, OXY, OMC, LPRO, OTIS, PACB, PCRX, PGRE, PPTA, POOL, PFG, PRLB, PHM, PRPL, RDUS, RL, ROLL, RFP, RH, RUSHA, SAIA, SGMO, STNG, SHSP, SSTI, SBNY, SWBI, CXM, SPT, SPSC, STMP, STE, INN, TRHC, TDOC, SKIN, TDUP, TITN, TPTX, UNIT, VECO, VERI, VIEW, WAT, WSR, WIX, XNCR, XENE, XLNX, ZETA, ZS,
• Added Positions: AAPL, MSFT, AMZN, ADI, GOOGL, GOOG, T, FB, JNJ, NVDA, V, MA, TSLA, DIS, MMM, MRK, PYPL, WMT, ABT, BAC, JCI, JPM, SBUX, GS, CMCSA, INTC, HCM, CRM, TXN, CVX, PEP, PG, ADBE, QCOM, UNP, AXP, CAT, ABBV, ACN, ANTM, EIX, MCD, MS, XYL, AMD, KO, EW, XOM, HD, INTU, PNC, SPGI, TGT, ALL, BK, DHR, KR, MDT, NEE, SRE, WFC, CI, COP, EBAY, EXC, JD, LLY, NKE, TJX, AMGN, C, CMI, CVS, GM, IBM, CL, HPE, MCK, MDLZ, NFLX, PFE, PLD, UPS, A, AMT, ADSK, EA, HIG, ILMN, MMC, NEM, ORCL, SYY, TT, BDX, BIIB, BKNG, CARR, COR, APPS, FDX, FMC, FNV, GILD, LIN, L, NOW, TSM, TMO, TMUS, ATO, BIDU, BLL, COF, CCOI, CSX, ETN, ENPH, HAS, HES, HOLX, HPQ, IDXX, IP, ISRG, MFC, TAP, NEP, NXPI, RSG, RMD, SWKS, TRP, ATVI, AES, AFL, MO, AWK, ABC, ANSS, BFAM, AVGO, CBRE, CHKP, CME, CCEP, CMA, DE, EQIX, FIS, HDB, ICE, IPGP, K, KNSL, LOW, LUMN, NUE, ON, OKE, TROW, SCHW, SLAB, SEDG, SYK, SIVB, TPR, UNH, USB, VG, WDC, WY, AMSF, ADM, BCE, BEPC, CHRW, CGC, CFFN, CDW, CERN, CHGG, CTSH, COLM, GLW, COTY, CYBR, EXP, ENB, ENR, ETSY, FISV, FL, F, FTS, FCX, GD, GTN, HASI, HIW, HTHT, HBAN, EL, LKQ, LYB, MGA, MAN, MLM, MET, MU, NNN, EDU, NYCB, NWSA, NRG, NTR, OSK, OC, PKG, PM, PSB, PSA, DGX, QSR, SHOP, SJM, SNA, LUV, FLOW, SQ, STLD, TDS, TRV, TFC, TSN, UBER, UNF, USM, VZ, VSH, VOYA, WU, WRK, WK, ZTS,
• Reduced Positions: BABA, CSCO, BMY, CVE, JOBS, KLAC, ADP, BAM, LRCX, CCI, CNI, BR, DOYU, FRC, UBS, BSMX, GRMN, SIMO, DAR, LNG, MSI, KOS, TCOM, BMO, VIVO, LOGI, PGR, VTRS, GIB, PCAR, HUM, KTB, EURN, QGEN, RACE, FBHS, OSTK, YETI, VSTO, WAB, NVR, NSC, TSCO, OMI, TWTR, RJF, RTX, RLGY, REGN, TREX, FTI, TDG, TDY, DELL, AKAM, ALC, AMAT, AY, BRK.B, BA, BG, CCS, CHTR, CNHI, COST, MELI, DB, D, UFS, DUK, DXC, EXPD, HON, ITW, IPG, KEY, MTB,
• Sold Out: AJG, GWPH, LHX, HUYA, FCAM, GE, STAY, 9MIB, CMBM, LSTR, TTD, RCII, LEN, MODV, COOP, PFSI, PJT, USNA, FICO, DFIN, CC, CRNC, CWH, DOOO, BSIG, ATKR, APAM, AMRX, ALLY, SEER, SEE, SD, WPC, PTEN, MAR, YY, GPN, FITB, DG,

For the details of M&G INVESTMENT MANAGEMENT LTD's stock buys and sells, go to https://www.gurufocus.com/guru/m%26g+investment+management+ltd/current-portfolio/portfolio

1. Ferguson PLC (FERG) - 1,403,765 shares, 48.75% of the total portfolio. New Position
2. Burford Capital Ltd (BUR) - 1,593,087 shares, 4.10% of the total portfolio. New Position
3. Microsoft Corp (MSFT) - 3,695,702 shares, 2.50% of the total portfolio. Shares added by 53.68%
4. Methanex Corp (MEOH) - 14,845,551 shares, 1.22% of the total portfolio. Shares reduced by 0.09%
5. Trinseo SA (TSE) - 7,634,044 shares, 1.14% of the total portfolio. Shares reduced by 0.39%

M&g Investment Management Ltd initiated holding in Ferguson PLC. The purchase prices were between $120.13 and $140.48, with an estimated average price of $132.55. The stock is now traded at around $139.620000. The impact to a portfolio due to this purchase was 48.75%. The holding were 1,403,765 shares as of 2021-06-30.

M&g Investment Management Ltd initiated holding in Burford Capital Ltd. The purchase prices were between $9 and $13.55, with an estimated average price of $11.34. The stock is now traded at around $11.820000. The impact to a portfolio due to this purchase was 4.1%. The holding were 1,593,087 shares as of 2021-06-30.

M&g Investment Management Ltd initiated holding in Eversource Energy. The purchase prices were between $78.74 and $90.58, with an estimated average price of $84.23. The stock is now traded at around $90.880000. The impact to a portfolio due to this purchase was 0.18%. The holding were 922,005 shares as of 2021-06-30.

M&g Investment Management Ltd initiated holding in Moody's Corporation. The purchase prices were between $298.61 and $366.34, with an estimated average price of $331.96. The stock is now traded at around $375.230000. The impact to a portfolio due to this purchase was 0.11%. The holding were 120,092 shares as of 2021-06-30.

M&g Investment Management Ltd initiated holding in Best Buy Co Inc. The purchase prices were between $107.63 and $125.79, with an estimated average price of $116.65. The stock is now traded at around $121.490000. The impact to a portfolio due to this purchase was 0.1%. The holding were 332,278 shares as of 2021-06-30.

M&g Investment Management Ltd initiated holding in DuPont de Nemours Inc. The purchase prices were between $75.13 and $85.57, with an estimated average price of $80.01. The stock is now traded at around $74.710000. The impact to a portfolio due to this purchase was 0.09%. The holding were 479,201 shares as of 2021-06-30.

M&g Investment Management Ltd added to a holding in Apple Inc by 803.02%. The purchase prices were between $122.15 and $136.96, with an estimated average price of $129.28. The stock is now traded at around $149.620000. The impact to a portfolio due to this purchase was 0.89%. The holding were 2,921,291 shares as of 2021-06-30.

M&g Investment Management Ltd added to a holding in Microsoft Corp by 53.68%. The purchase prices were between $235.77 and $271.4, with an estimated average price of $253.66. The stock is now traded at around $302.620000. The impact to a portfolio due to this purchase was 0.87%. The holding were 3,695,702 shares as of 2021-06-30.

M&g Investment Management Ltd added to a holding in Amazon.com Inc by 2459.61%. The purchase prices were between $3094.08 and $3505.44, with an estimated average price of $3316.5. The stock is now traded at around $3305.780000. The impact to a portfolio due to this purchase was 0.55%. The holding were 66,166 shares as of 2021-06-30.

M&g Investment Management Ltd added to a holding in Analog Devices Inc by 54343.47%. The purchase prices were between $145.89 and $172.16, with an estimated average price of $160.19. The stock is now traded at around $165.850000. The impact to a portfolio due to this purchase was 0.36%. The holding were 841,696 shares as of 2021-06-30.

M&g Investment Management Ltd added to a holding in Alphabet Inc by 204.79%. The purchase prices were between $2062.52 and $2450.72, with an estimated average price of $2328.99. The stock is now traded at around $2825.230000. The impact to a portfolio due to this purchase was 0.35%. The holding were 85,005 shares as of 2021-06-30.

M&g Investment Management Ltd added to a holding in Alphabet Inc by 3806.37%. The purchase prices were between $2068.63 and $2545.64, with an estimated average price of $2375.56. The stock is now traded at around $2852.760000. The impact to a portfolio due to this purchase was 0.34%. The holding were 55,158 shares as of 2021-06-30.

M&g Investment Management Ltd sold out a holding in Arthur J. Gallagher & Co. The sale prices were between $124.77 and $151.16, with an estimated average price of $140.92.

M&g Investment Management Ltd sold out a holding in . The sale prices were between $216.9 and $219.28, with an estimated average price of $218.3.

M&g Investment Management Ltd sold out a holding in L3Harris Technologies Inc. The sale prices were between $202.68 and $223.72, with an estimated average price of $214.72.

M&g Investment Management Ltd sold out a holding in HUYA Inc. The sale prices were between $14.53 and $19.54, with an estimated average price of $16.83.

M&g Investment Management Ltd sold out a holding in Stellantis NV. The sale prices were between $11.9 and $17.08, with an estimated average price of $12.49.

M&g Investment Management Ltd sold out a holding in Extended Stay America Inc. The sale prices were between $19.55 and $20.46, with an estimated average price of $19.83.