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Junto Capital Management LP Buys PayPal Holdings Inc, Dollar Tree Inc, Bank of New York Mellon Corp, Sells Fiserv Inc, The Home Depot Inc, Restaurant Brands International Inc

New York, NY, based Investment company Junto Capital Management LP (Current Portfolio) buys PayPal Holdings Inc, Dollar Tree Inc, Bank of New York Mellon Corp, Global Payments Inc, Morgan Stanley, sells Fiserv Inc, The Home Depot Inc, Restaurant Brands International Inc, Visa Inc, Ross Stores Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Junto Capital Management LP. As of 2019Q4, Junto Capital Management LP owns 43 stocks with a total value of $2.1 billion. These are the details of the buys and sells.

For the details of Junto Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/junto+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of Junto Capital Management LP
  1. BlackRock Inc (BLK) - 327,346 shares, 7.76% of the total portfolio. Shares added by 38.57%
  2. Bank of New York Mellon Corp (BK) - 2,756,908 shares, 6.55% of the total portfolio. Shares added by 108.90%
  3. Fidelity National Information Services Inc (FIS) - 964,317 shares, 6.33% of the total portfolio. Shares added by 30.86%
  4. Global Payments Inc (GPN) - 591,785 shares, 5.10% of the total portfolio. Shares added by 193.01%
  5. KKR & Co Inc (KKR) - 3,433,523 shares, 4.73% of the total portfolio. Shares added by 23.23%
New Purchase: PayPal Holdings Inc (PYPL)

Junto Capital Management LP initiated holding in PayPal Holdings Inc. The purchase prices were between $96.64 and $109.75, with an estimated average price of $104.36. The stock is now traded at around $122.99. The impact to a portfolio due to this purchase was 3.93%. The holding were 769,760 shares as of .

New Purchase: Dollar Tree Inc (DLTR)

Junto Capital Management LP initiated holding in Dollar Tree Inc. The purchase prices were between $88.65 and $118.44, with an estimated average price of $104.48. The stock is now traded at around $88.68. The impact to a portfolio due to this purchase was 3.52%. The holding were 793,404 shares as of .

New Purchase: Morgan Stanley (MS)

Junto Capital Management LP initiated holding in Morgan Stanley. The purchase prices were between $39.82 and $51.12, with an estimated average price of $47.51. The stock is now traded at around $55.84. The impact to a portfolio due to this purchase was 3.26%. The holding were 1,350,242 shares as of .

New Purchase: Apollo Global Management Inc (APO)

Junto Capital Management LP initiated holding in Apollo Global Management Inc. The purchase prices were between $35.71 and $48.25, with an estimated average price of $42.86. The stock is now traded at around $45.71. The impact to a portfolio due to this purchase was 2.5%. The holding were 1,109,575 shares as of .

New Purchase: SS&C Technologies Holdings Inc (SSNC)

Junto Capital Management LP initiated holding in SS&C Technologies Holdings Inc. The purchase prices were between $48.25 and $61.51, with an estimated average price of $56.31. The stock is now traded at around $66.26. The impact to a portfolio due to this purchase was 2.48%. The holding were 857,165 shares as of .

New Purchase: DXC Technology Co (DXC)

Junto Capital Management LP initiated holding in DXC Technology Co. The purchase prices were between $26.33 and $37.76, with an estimated average price of $32.83. The stock is now traded at around $30.82. The impact to a portfolio due to this purchase was 2.32%. The holding were 1,306,674 shares as of .

Added: Bank of New York Mellon Corp (BK)

Junto Capital Management LP added to a holding in Bank of New York Mellon Corp by 108.90%. The purchase prices were between $42.24 and $51.22, with an estimated average price of $47.84. The stock is now traded at around $45.90. The impact to a portfolio due to this purchase was 3.41%. The holding were 2,756,908 shares as of .

Added: Global Payments Inc (GPN)

Junto Capital Management LP added to a holding in Global Payments Inc by 193.01%. The purchase prices were between $155.13 and $183.49, with an estimated average price of $172.18. The stock is now traded at around $206.37. The impact to a portfolio due to this purchase was 3.36%. The holding were 591,785 shares as of .

Added: BlackRock Inc (BLK)

Junto Capital Management LP added to a holding in BlackRock Inc by 38.57%. The purchase prices were between $413.16 and $503.24, with an estimated average price of $475.75. The stock is now traded at around $565.94. The impact to a portfolio due to this purchase was 2.16%. The holding were 327,346 shares as of .

Added: Comcast Corp (CMCSA)

Junto Capital Management LP added to a holding in Comcast Corp by 355.39%. The purchase prices were between $42.07 and $46.08, with an estimated average price of $44.51. The stock is now traded at around $46.09. The impact to a portfolio due to this purchase was 1.69%. The holding were 1,024,995 shares as of .

Added: Fidelity National Information Services Inc (FIS)

Junto Capital Management LP added to a holding in Fidelity National Information Services Inc by 30.86%. 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 1.49%. The holding were 964,317 shares as of .

Added: Liberty Formula One Group (FWONK)

Junto Capital Management LP added to a holding in Liberty Formula One Group by 294.14%. The purchase prices were between $39.83 and $46.17, with an estimated average price of $43.17. The stock is now traded at around $46.85. The impact to a portfolio due to this purchase was 1.47%. The holding were 906,478 shares as of .

Sold Out: Fiserv Inc (FISV)

Junto Capital Management LP sold out a holding in Fiserv Inc. The sale prices were between $100.79 and $117.08, with an estimated average price of $110.71.

Sold Out: The Home Depot Inc (HD)

Junto Capital Management LP sold out a holding in The Home Depot Inc. The sale prices were between $212 and $238.85, with an estimated average price of $226.26.

Sold Out: Visa Inc (V)

Junto Capital Management LP sold out a holding in Visa Inc. The sale prices were between $169.83 and $189.39, with an estimated average price of $180.44.

Sold Out: Ross Stores Inc (ROST)

Junto Capital Management LP sold out a holding in Ross Stores Inc. The sale prices were between $106.93 and $116.5, with an estimated average price of $112.67.

Sold Out: Walmart Inc (WMT)

Junto Capital Management LP sold out a holding in Walmart Inc. The sale prices were between $116.12 and $121.28, with an estimated average price of $119.15.

Sold Out: RealPage Inc (RP)

Junto Capital Management LP sold out a holding in RealPage Inc. The sale prices were between $52.8 and $62.33, with an estimated average price of $56.89.



Here is the complete portfolio of Junto Capital Management LP. Also check out:

1. Junto Capital Management LP's Undervalued Stocks
2. Junto Capital Management LP's Top Growth Companies, and
3. Junto Capital Management LP's High Yield stocks
4. Stocks that Junto Capital Management LP keeps buying

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