Majedie Asset Management Ltd Buys Etsy Inc, eBay Inc, ON Semiconductor Corp, Sells The Mosaic Co, Gold Fields, Alcon Inc

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Feb 07, 2020
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London, X0, based Investment company Majedie Asset Management Ltd (Current Portfolio) buys Etsy Inc, eBay Inc, ON Semiconductor Corp, Equinor ASA, ViacomCBS Inc, sells The Mosaic Co, Gold Fields, Alcon Inc, Booz Allen Hamilton Holding Corp, American Electric Power Co Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Majedie Asset Management Ltd. As of 2019Q4, Majedie Asset Management Ltd owns 79 stocks with a total value of $1.4 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) - 13,796,745 shares, 18.69% of the total portfolio. Shares reduced by 8.43%
  2. Booking Holdings Inc (BKNG) - 79,301 shares, 11.86% of the total portfolio. Shares reduced by 6.33%
  3. Newmont Corp (NEM) - 1,720,662 shares, 5.45% of the total portfolio. Shares added by 10.35%
  4. eBay Inc (EBAY) - 1,576,261 shares, 4.15% of the total portfolio. Shares added by 179.53%
  5. Etsy Inc (ETSY) - 1,206,134 shares, 3.89% of the total portfolio. New Position
New Purchase: Etsy Inc (ETSY)

Majedie Asset Management Ltd initiated holding in Etsy Inc. The purchase prices were between $40.51 and $60.42, with an estimated average price of $47.43. The stock is now traded at around $49.24. The impact to a portfolio due to this purchase was 3.89%. The holding were 1,206,134 shares as of .

New Purchase: ON Semiconductor Corp (ON)

Majedie Asset Management Ltd initiated holding in ON Semiconductor Corp. The purchase prices were between $17.12 and $24.55, with an estimated average price of $21.22. The stock is now traded at around $20.47. The impact to a portfolio due to this purchase was 1.62%. The holding were 911,592 shares as of .

New Purchase: ViacomCBS Inc (0VVB)

Majedie Asset Management Ltd initiated holding in ViacomCBS Inc. The purchase prices were between $31.6 and $38.4, with an estimated average price of $34.93. The stock is now traded at around $31.40. The impact to a portfolio due to this purchase was 0.77%. The holding were 252,016 shares as of .

New Purchase: Cabot Microelectronics Corp (CCMP)

Majedie Asset Management Ltd initiated holding in Cabot Microelectronics Corp. The purchase prices were between $123.39 and $158.65, with an estimated average price of $141.95. The stock is now traded at around $160.49. The impact to a portfolio due to this purchase was 0.64%. The holding were 61,242 shares as of .

New Purchase: United Rentals Inc (URI)

Majedie Asset Management Ltd initiated holding in United Rentals Inc. The purchase prices were between $109.2 and $169.82, with an estimated average price of $146.17. The stock is now traded at around $149.85. The impact to a portfolio due to this purchase was 0.59%. The holding were 48,624 shares as of .

New Purchase: Becton, Dickinson and Co (BDX)

Majedie Asset Management Ltd initiated holding in Becton, Dickinson and Co. The purchase prices were between $242.36 and $273.49, with an estimated average price of $255.96. The stock is now traded at around $246.82. The impact to a portfolio due to this purchase was 0.53%. The holding were 26,527 shares as of .

Added: eBay Inc (EBAY)

Majedie Asset Management Ltd added to a holding in eBay Inc by 179.53%. The purchase prices were between $34.57 and $39.26, with an estimated average price of $36.19. The stock is now traded at around $36.11. The impact to a portfolio due to this purchase was 2.67%. The holding were 1,576,261 shares as of .

Added: Equinor ASA (EQNR)

Majedie Asset Management Ltd added to a holding in Equinor ASA by 367.65%. The purchase prices were between $17.93 and $19.91, with an estimated average price of $18.92. The stock is now traded at around $17.33. The impact to a portfolio due to this purchase was 1.49%. The holding were 1,301,944 shares as of .

Added: Frontdoor Inc (FTDR)

Majedie Asset Management Ltd added to a holding in Frontdoor Inc by 31.58%. The purchase prices were between $42.74 and $51.49, with an estimated average price of $46.81. The stock is now traded at around $42.30. The impact to a portfolio due to this purchase was 0.68%. The holding were 815,405 shares as of .

Added: Microsoft Corp (MSFT)

Majedie Asset Management Ltd added to a holding in Microsoft Corp by 32.42%. The purchase prices were between $134.65 and $158.96, with an estimated average price of $147.3. The stock is now traded at around $184.03. The impact to a portfolio due to this purchase was 0.49%. The holding were 174,276 shares as of .

Added: Freeport-McMoRan Inc (FCX)

Majedie Asset Management Ltd added to a holding in Freeport-McMoRan Inc by 56.38%. The purchase prices were between $8.51 and $13.17, with an estimated average price of $11.05. The stock is now traded at around $11.82. The impact to a portfolio due to this purchase was 0.48%. The holding were 1,398,227 shares as of .

Added: Zimmer Biomet Holdings Inc (ZBH)

Majedie Asset Management Ltd added to a holding in Zimmer Biomet Holdings Inc by 48.88%. The purchase prices were between $131.22 and $151.24, with an estimated average price of $142.51. The stock is now traded at around $156.72. The impact to a portfolio due to this purchase was 0.32%. The holding were 88,029 shares as of .

Sold Out: Booz Allen Hamilton Holding Corp (BAH)

Majedie Asset Management Ltd sold out a holding in Booz Allen Hamilton Holding Corp. The sale prices were between $67.63 and $74.28, with an estimated average price of $71.25.

Sold Out: American Electric Power Co Inc (AEP)

Majedie Asset Management Ltd sold out a holding in American Electric Power Co Inc. The sale prices were between $88.5 and $95.72, with an estimated average price of $92.37.

Sold Out: Chevron Corp (CVX)

Majedie Asset Management Ltd sold out a holding in Chevron Corp. The sale prices were between $111.71 and $122.28, with an estimated average price of $117.86.

Sold Out: Gilead Sciences Inc (GILD)

Majedie Asset Management Ltd sold out a holding in Gilead Sciences Inc. The sale prices were between $61.62 and $67.78, with an estimated average price of $65.21.

Sold Out: Chubb Ltd (CB)

Majedie Asset Management Ltd sold out a holding in Chubb Ltd. The sale prices were between $147.72 and $162.06, with an estimated average price of $152.93.

Sold Out: Viacom Inc (VIAB)

Majedie Asset Management Ltd sold out a holding in Viacom Inc. The sale prices were between $21.23 and $24.22, with an estimated average price of $22.76.



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