BlueSpruce Investments, LP Buys Fiserv Inc, Visa Inc, GoDaddy Inc, Sells Booking Holdings Inc, TJX Inc, TransUnion

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Feb 17, 2020
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Chicago, IL, based Investment company BlueSpruce Investments, LP (Current Portfolio) buys Fiserv Inc, Visa Inc, GoDaddy Inc, Adobe Inc, Fidelity National Information Services Inc, sells Booking Holdings Inc, TJX Inc, TransUnion, Ross Stores Inc, S&P Global Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, BlueSpruce Investments, LP. As of 2019Q4, BlueSpruce Investments, LP owns 13 stocks with a total value of $2.9 billion. These are the details of the buys and sells.

For the details of BlueSpruce Investments, LP's stock buys and sells, go to https://www.gurufocus.com/guru/bluespruce+investments%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of BlueSpruce Investments, LP
  1. Fidelity National Information Services Inc (FIS) - 2,682,979 shares, 13.08% of the total portfolio. Shares added by 21.31%
  2. Adobe Inc (ADBE) - 1,117,354 shares, 12.92% of the total portfolio. Shares added by 22.48%
  3. Visa Inc (V) - 1,862,357 shares, 12.27% of the total portfolio. Shares added by 44.45%
  4. Comcast Corp (CMCSA) - 7,087,633 shares, 11.18% of the total portfolio. Shares added by 5.93%
  5. Automatic Data Processing Inc (ADP) - 1,605,863 shares, 9.60% of the total portfolio. Shares added by 22.81%
New Purchase: Fiserv Inc (FISV)

BlueSpruce Investments, LP initiated holding in Fiserv Inc. The purchase prices were between $100.79 and $117.08, with an estimated average price of $110.71. The stock is now traded at around $122.32. The impact to a portfolio due to this purchase was 7.77%. The holding were 1,917,512 shares as of .

Added: Visa Inc (V)

BlueSpruce Investments, LP added to a holding in Visa Inc by 44.45%. The purchase prices were between $169.83 and $189.39, with an estimated average price of $180.44. The stock is now traded at around $210.29. The impact to a portfolio due to this purchase was 3.78%. The holding were 1,862,357 shares as of .

Added: GoDaddy Inc (GDDY)

BlueSpruce Investments, LP added to a holding in GoDaddy Inc by 82.39%. The purchase prices were between $60.35 and $73.03, with an estimated average price of $66.2. The stock is now traded at around $78.39. The impact to a portfolio due to this purchase was 3.72%. The holding were 3,461,030 shares as of .

Added: Adobe Inc (ADBE)

BlueSpruce Investments, LP added to a holding in Adobe Inc by 22.48%. The purchase prices were between $261.09 and $331.2, with an estimated average price of $295.33. The stock is now traded at around $379.67. The impact to a portfolio due to this purchase was 2.37%. The holding were 1,117,354 shares as of .

Added: Fidelity National Information Services Inc (FIS)

BlueSpruce Investments, LP added to a holding in Fidelity National Information Services Inc by 21.31%. The purchase prices were between $125.44 and $139.75, with an estimated average price of $134.26. The stock is now traded at around $157.44. The impact to a portfolio due to this purchase was 2.3%. The holding were 2,682,979 shares as of .

Added: Automatic Data Processing Inc (ADP)

BlueSpruce Investments, LP added to a holding in Automatic Data Processing Inc by 22.81%. The purchase prices were between $156.32 and $171.62, with an estimated average price of $165.82. The stock is now traded at around $181.25. The impact to a portfolio due to this purchase was 1.78%. The holding were 1,605,863 shares as of .

Sold Out: Booking Holdings Inc (BKNG)

BlueSpruce Investments, LP sold out a holding in Booking Holdings Inc. The sale prices were between $1838.03 and $2072.54, with an estimated average price of $1963.19.

Sold Out: S&P Global Inc (SPGI)

BlueSpruce Investments, LP sold out a holding in S&P Global Inc. The sale prices were between $236.44 and $274.38, with an estimated average price of $260.36.



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