GQG Partners LLC Buys NVIDIA Corp, Comcast Corp, Itau Unibanco Holding SA, Sells Allergan PLC, Celgene Corp, Enel Americas SA

Investment company GQG Partners LLC buys NVIDIA Corp, Comcast Corp, Itau Unibanco Holding SA, Bank of America Corporation, 51job Inc, Noah Holdings, CME Group Inc, Micron Technology Inc, Becton, Dickinson and Co, Grupo Financiero Galicia SA, sells Allergan PLC, Celgene Corp, Enel Americas SA, Credicorp, Activision Blizzard Inc during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, GQG Partners LLC. As of 2017-12-31, GQG Partners LLC owns 53 stocks with a total value of $3.2 billion. These are the details of the buys and sells.

For the details of GQG Partners LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=GQG+Partners+LLC

These are the top 5 holdings of GQG Partners LLC
  1. Alibaba Group Holding Ltd (BABA) - 1,675,152 shares, 9.1% of the total portfolio. Shares added by 17.29%
  2. NVIDIA Corp (NVDA) - 1,249,312 shares, 7.61% of the total portfolio. Shares added by 118.28%
  3. Facebook Inc (FB) - 1,193,827 shares, 6.63% of the total portfolio. Shares added by 0.40%
  4. Alphabet Inc (GOOG) - 181,802 shares, 5.99% of the total portfolio. Shares added by 3.98%
  5. Lam Research Corp (LRCX) - 943,566 shares, 5.47% of the total portfolio. Shares added by 10.50%
New Purchase: Itau Unibanco Holding SA (ITUB)

GQG Partners LLC initiated holding in Itau Unibanco Holding SA. The purchase prices were between $12.33 and $14.34, with an estimated average price of $13.17. The stock is now traded at around $15.24. The impact to a portfolio due to this purchase was 1.43%. The holding were 3,498,039 shares as of 2017-12-31.

New Purchase: 51job Inc (JOBS)

GQG Partners LLC initiated holding in 51job Inc. The purchase prices were between $56.9 and $64.76, with an estimated average price of $61.22. The stock is now traded at around $83.63. The impact to a portfolio due to this purchase was 0.84%. The holding were 438,530 shares as of 2017-12-31.

New Purchase: CME Group Inc (CME)

GQG Partners LLC initiated holding in CME Group Inc. The purchase prices were between $133.85 and $153.41, with an estimated average price of $142.3. The stock is now traded at around $163.05. The impact to a portfolio due to this purchase was 0.65%. The holding were 141,378 shares as of 2017-12-31.

New Purchase: Wynn Resorts Ltd (WYNN)

GQG Partners LLC initiated holding in Wynn Resorts Ltd. The purchase prices were between $140.76 and $170.21, with an estimated average price of $154.16. The stock is now traded at around $180.78. The impact to a portfolio due to this purchase was 0.43%. The holding were 80,156 shares as of 2017-12-31.

New Purchase: Loma Negra Cia Industria Argentina SA (LOMA)

GQG Partners LLC initiated holding in Loma Negra Cia Industria Argentina SA. The purchase prices were between $21 and $23.6, with an estimated average price of $22.04. The stock is now traded at around $21.70. The impact to a portfolio due to this purchase was 0.26%. The holding were 359,822 shares as of 2017-12-31.

New Purchase: Yum China Holdings Inc (YUMC)

GQG Partners LLC initiated holding in Yum China Holdings Inc. The purchase prices were between $39.55 and $42.99, with an estimated average price of $41.14. The stock is now traded at around $40.86. The impact to a portfolio due to this purchase was 0.13%. The holding were 104,659 shares as of 2017-12-31.

Added: NVIDIA Corp (NVDA)

GQG Partners LLC added to a holding in NVIDIA Corp by 118.28%. The purchase prices were between $179 and $216.96, with an estimated average price of $198.65. The stock is now traded at around $239.56. The impact to a portfolio due to this purchase was 4.12%. The holding were 1,249,312 shares as of 2017-12-31.

Added: Comcast Corp (CMCSA)

GQG Partners LLC added to a holding in Comcast Corp by 31857.59%. The purchase prices were between $35.15 and $40.82, with an estimated average price of $37.59. The stock is now traded at around $35.10. The impact to a portfolio due to this purchase was 2.14%. The holding were 1,704,618 shares as of 2017-12-31.

Added: Bank of America Corporation (BAC)

GQG Partners LLC added to a holding in Bank of America Corporation by 34.40%. The purchase prices were between $25.45 and $29.88, with an estimated average price of $27.56. The stock is now traded at around $31.92. The impact to a portfolio due to this purchase was 0.97%. The holding were 4,086,673 shares as of 2017-12-31.

Added: Noah Holdings Ltd (NOAH)

GQG Partners LLC added to a holding in Noah Holdings Ltd by 81.49%. The purchase prices were between $32.86 and $48.09, with an estimated average price of $41.16. The stock is now traded at around $45.44. The impact to a portfolio due to this purchase was 0.65%. The holding were 995,793 shares as of 2017-12-31.

Added: Micron Technology Inc (MU)

GQG Partners LLC added to a holding in Micron Technology Inc by 125.40%. The purchase prices were between $39.37 and $49.68, with an estimated average price of $43.09. The stock is now traded at around $59.07. The impact to a portfolio due to this purchase was 0.57%. The holding were 784,706 shares as of 2017-12-31.

Added: Becton, Dickinson and Co (BDX)

GQG Partners LLC added to a holding in Becton, Dickinson and Co by 45.18%. The purchase prices were between $193.73 and $227.15, with an estimated average price of $214.45. The stock is now traded at around $220.54. The impact to a portfolio due to this purchase was 0.53%. The holding were 251,610 shares as of 2017-12-31.

Sold Out: Allergan PLC (AGN)

GQG Partners LLC sold out a holding in Allergan PLC. The sale prices were between $163.58 and $210.98, with an estimated average price of $179.54.

Sold Out: Celgene Corp (CELG)

GQG Partners LLC sold out a holding in Celgene Corp. The sale prices were between $98.17 and $146.52, with an estimated average price of $113.03.

Sold Out: Enel Americas SA (ENIA)

GQG Partners LLC sold out a holding in Enel Americas SA. The sale prices were between $9.62 and $11.17, with an estimated average price of $10.42.

Sold Out: Credicorp Ltd (BAP)

GQG Partners LLC sold out a holding in Credicorp Ltd. The sale prices were between $192 and $214.13, with an estimated average price of $207.28.

Sold Out: Merck & Co Inc (MRK)

GQG Partners LLC sold out a holding in Merck & Co Inc. The sale prices were between $54.1 and $64.6, with an estimated average price of $58.15.

Sold Out: Ctrip.com International Ltd (CTRP)

GQG Partners LLC sold out a holding in Ctrip.com International Ltd. The sale prices were between $42.98 and $56.23, with an estimated average price of $47.84.

Reduced: Activision Blizzard Inc (ATVI)

GQG Partners LLC reduced to a holding in Activision Blizzard Inc by 66.65%. The sale prices were between $58.6 and $66.73, with an estimated average price of $63.24. The stock is now traded at around $70.79. The impact to a portfolio due to this sale was -0.85%. GQG Partners LLC still held 188,167 shares as of 2017-12-31.

Reduced: MercadoLibre Inc (MELI)

GQG Partners LLC reduced to a holding in MercadoLibre Inc by 26.43%. The sale prices were between $221.51 and $329.28, with an estimated average price of $270.44. The stock is now traded at around $370.45. The impact to a portfolio due to this sale was -0.61%. GQG Partners LLC still held 186,810 shares as of 2017-12-31.

Reduced: Medtronic PLC (MDT)

GQG Partners LLC reduced to a holding in Medtronic PLC by 37.32%. The sale prices were between $76.93 and $83.5, with an estimated average price of $80.06. The stock is now traded at around $79.95. The impact to a portfolio due to this sale was -0.28%. GQG Partners LLC still held 172,836 shares as of 2017-12-31.

Reduced: Grupo Aeroportuario del Sureste SAB de CV (ASR)

GQG Partners LLC reduced to a holding in Grupo Aeroportuario del Sureste SAB de CV by 47.72%. The sale prices were between $168.2 and $192.97, with an estimated average price of $180.02. The stock is now traded at around $174.69. The impact to a portfolio due to this sale was -0.11%. GQG Partners LLC still held 18,553 shares as of 2017-12-31.



Here is the complete portfolio of GQG Partners LLC. Also check out:

1. GQG Partners LLC's Undervalued Stocks
2. GQG Partners LLC's Top Growth Companies, and
3. GQG Partners LLC's High Yield stocks
4. Stocks that GQG Partners LLC keeps buying