River & Mercantile Asset Management Llp Buys Baidu Inc, Facebook Inc, Alphabet Inc, Sells Apache Corp, Chesapeake Energy Corp, Marathon Oil Corp

• New Purchases: CTRP, QCOM, VOO, ORCL, PBR, WNS,
• Added Positions: BIDU, FB, GOOGL, UNH, BKNG, KHC, AMG, STT, TTWO, CPRI, INTC, NOV, FDX, BITA, MCK, ERF, BWA, MYL, QIWI, MSG, DVN, FCX, MMYT, LVS, BHGE, MANU, VIAB, GWPH, TSM, SINA, CVS, YUMC, BABA, FLR, JD, HOLI, TTM, DDD, IBM, KO, JCI, NXPI, MU, GE, BAC, AABA, AIG, CSCO, AVT, CFG, WUBA, GPN, WMT, APAM, DISCA, AXP, YNDX, BMY, ZG, CAT, SIFY,
• Reduced Positions: C, APRN, VECO, IVOO, SNAP, MELI, LM, VIOO, GLRE, VOE, VBR, SRCL, ZION, TX, MSFT, XOM, LLY, ICL, YY, JNJ, ATHM, CTL, BSMX, JPM, TWTR, CRTO, SPOT, ZTO, QD, VIPS, AVH, GOLF, VOYA, HDB,
• Sold Out: APA, CHK, MRO, COTY, LOMA, BX, JHG, BBD, WHR, NWL, SFUN, GS, VALE, KT, CIB, YPF, GBL, GRUB,

For the details of RIVER & MERCANTILE ASSET MANAGEMENT LLP's stock buys and sells, go to https://www.gurufocus.com/guru/river+%26+mercantile+asset+management+llp/current-portfolio/portfolio

1. Citigroup Inc (C) - 2,262,616 shares, 11.06% of the total portfolio. Shares reduced by 7.45%
2. Baidu Inc (BIDU) - 1,210,132 shares, 9.92% of the total portfolio. Shares added by 20.79%
3. McKesson Corp (MCK) - 551,337 shares, 5.17% of the total portfolio. Shares added by 3.32%
4. Facebook Inc (FB) - 178,804 shares, 2.41% of the total portfolio. Shares added by 60.93%
5. Alphabet Inc (GOOGL) - 26,968 shares, 2.04% of the total portfolio. Shares added by 51.18%

River & Mercantile Asset Management Llp initiated holding in Ctrip.com International Ltd. The purchase prices were between $33.47 and $46.01, with an estimated average price of $39.46. The stock is now traded at around $34.17. The impact to a portfolio due to this purchase was 0.46%. The holding were 178,780 shares as of .

River & Mercantile Asset Management Llp initiated holding in Qualcomm Inc. The purchase prices were between $55.9 and $89.29, with an estimated average price of $73.23. The stock is now traded at around $78.71. The impact to a portfolio due to this purchase was 0.42%. The holding were 78,590 shares as of .

River & Mercantile Asset Management Llp initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $252.12 and $271.73, with an estimated average price of $264.51. The stock is now traded at around $273.87. The impact to a portfolio due to this purchase was 0.28%. The holding were 15,020 shares as of .

River & Mercantile Asset Management Llp initiated holding in Oracle Corp. The purchase prices were between $50.24 and $56.99, with an estimated average price of $54.1. The stock is now traded at around $55.47. The impact to a portfolio due to this purchase was 0.17%. The holding were 42,200 shares as of .

River & Mercantile Asset Management Llp initiated holding in Petroleo Brasileiro SA Petrobras. The purchase prices were between $13.46 and $16.99, with an estimated average price of $15.24. The stock is now traded at around $14.61. The impact to a portfolio due to this purchase was 0.06%. The holding were 55,500 shares as of .

River & Mercantile Asset Management Llp initiated holding in WNS (Holdings) Ltd. The purchase prices were between $53.41 and $59.2, with an estimated average price of $56.18. The stock is now traded at around $59.27. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,800 shares as of .

River & Mercantile Asset Management Llp added to a holding in Baidu Inc by 20.79%. The purchase prices were between $107.78 and $184.77, with an estimated average price of $142.43. The stock is now traded at around $110.40. The impact to a portfolio due to this purchase was 1.71%. The holding were 1,210,132 shares as of .

River & Mercantile Asset Management Llp added to a holding in Facebook Inc by 60.93%. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $186.17. The impact to a portfolio due to this purchase was 0.91%. The holding were 178,804 shares as of .

River & Mercantile Asset Management Llp added to a holding in Alphabet Inc by 51.18%. The purchase prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78. The stock is now traded at around $1205.70. The impact to a portfolio due to this purchase was 0.69%. The holding were 26,968 shares as of .

River & Mercantile Asset Management Llp added to a holding in UnitedHealth Group Inc by 199.55%. The purchase prices were between $216.84 and $252.28, with an estimated average price of $240.34. The stock is now traded at around $232.46. The impact to a portfolio due to this purchase was 0.48%. The holding were 42,512 shares as of .

River & Mercantile Asset Management Llp added to a holding in Booking Holdings Inc by 127.40%. The purchase prices were between $1650.46 and $1887.73, with an estimated average price of $1795.29. The stock is now traded at around $2018.76. The impact to a portfolio due to this purchase was 0.45%. The holding were 6,092 shares as of .

River & Mercantile Asset Management Llp added to a holding in The Kraft Heinz Co by 321.91%. The purchase prices were between $27.4 and $33.27, with an estimated average price of $31.54. The stock is now traded at around $28.96. The impact to a portfolio due to this purchase was 0.37%. The holding were 219,940 shares as of .

River & Mercantile Asset Management Llp sold out a holding in Apache Corp. The sale prices were between $26.07 and $37.09, with an estimated average price of $31.11.

River & Mercantile Asset Management Llp sold out a holding in Chesapeake Energy Corp. The sale prices were between $1.76 and $3.44, with an estimated average price of $2.5.

River & Mercantile Asset Management Llp sold out a holding in Marathon Oil Corp. The sale prices were between $12.98 and $18.78, with an estimated average price of $15.48.

River & Mercantile Asset Management Llp sold out a holding in Coty Inc. The sale prices were between $10.82 and $13.73, with an estimated average price of $12.29.

River & Mercantile Asset Management Llp sold out a holding in Loma Negra Cia Industria Argentina SA. The sale prices were between $9.07 and $12.04, with an estimated average price of $10.53.

River & Mercantile Asset Management Llp sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.

River & Mercantile Asset Management Llp reduced to a holding in Blue Apron Holdings Inc by 93.29%. The sale prices were between $6.38 and $17.25, with an estimated average price of $12.14. The stock is now traded at around $7.91. The impact to a portfolio due to this sale was -0.46%. River & Mercantile Asset Management Llp still held 485,911 shares as of .

River & Mercantile Asset Management Llp reduced to a holding in Vanguard S&P Mid-Cap 400 ETF by 23.26%. The sale prices were between $121.77 and $133.19, with an estimated average price of $128.96. The stock is now traded at around $131.10. The impact to a portfolio due to this sale was -0.27%. River & Mercantile Asset Management Llp still held 100,090 shares as of .

River & Mercantile Asset Management Llp reduced to a holding in Snap Inc by 36.57%. The sale prices were between $10.11 and $14.86, with an estimated average price of $12.21. The stock is now traded at around $15.02. The impact to a portfolio due to this sale was -0.25%. River & Mercantile Asset Management Llp still held 559,054 shares as of .

River & Mercantile Asset Management Llp reduced to a holding in MercadoLibre Inc by 36.43%. The sale prices were between $482.35 and $641.39, with an estimated average price of $556.12. The stock is now traded at around $549.17. The impact to a portfolio due to this sale was -0.24%. River & Mercantile Asset Management Llp still held 11,759 shares as of .

River & Mercantile Asset Management Llp reduced to a holding in Legg Mason Inc-LeggMason RETAIL by 46.24%. The sale prices were between $28.07 and $38.28, with an estimated average price of $34.57. The stock is now traded at around $39.74. The impact to a portfolio due to this sale was -0.22%. River & Mercantile Asset Management Llp still held 131,319 shares as of .

River & Mercantile Asset Management Llp reduced to a holding in Greenlight Capital Re Ltd by 40.31%. The sale prices were between $8.32 and $12.37, with an estimated average price of $10.3. The stock is now traded at around $10.70. The impact to a portfolio due to this sale was -0.18%. River & Mercantile Asset Management Llp still held 348,208 shares as of .