1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Waverton Investment Management Ltd Buys Fidelity National Financial Inc, The Walt Disney Co, L3Harris Technologies Inc, Sells JPMorgan Chase, AT&T Inc, Lockheed Martin Corp

Investment company Waverton Investment Management Ltd (Current Portfolio) buys Fidelity National Financial Inc, The Walt Disney Co, L3Harris Technologies Inc, Infosys, TE Connectivity, sells JPMorgan Chase, AT&T Inc, Lockheed Martin Corp, American Express Co, Quanta Services Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Waverton Investment Management Ltd. As of 2020Q1, Waverton Investment Management Ltd owns 46 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

For the details of Waverton Investment Management Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/waverton+investment+management+ltd/current-portfolio/portfolio

These are the top 5 holdings of Waverton Investment Management Ltd
  1. Microsoft Corp (MSFT) - 1,080,592 shares, 11.05% of the total portfolio. Shares reduced by 2.86%
  2. Amazon.com Inc (AMZN) - 63,073 shares, 7.97% of the total portfolio. Shares reduced by 1.17%
  3. Becton, Dickinson and Co (BDX) - 480,279 shares, 7.16% of the total portfolio. Shares added by 0.87%
  4. Salesforce.com Inc (CRM) - 611,586 shares, 5.71% of the total portfolio. Shares added by 0.45%
  5. Union Pacific Corp (UNP) - 612,588 shares, 5.60% of the total portfolio. Shares reduced by 1.52%
New Purchase: Fidelity National Financial Inc (FNF)

Waverton Investment Management Ltd initiated holding in Fidelity National Financial Inc. The purchase prices were between $21.34 and $49.21, with an estimated average price of $41.06. The stock is now traded at around $27.51. The impact to a portfolio due to this purchase was 4.62%. The holding were 585,238 shares as of .

New Purchase: TE Connectivity Ltd (TEL)

Waverton Investment Management Ltd initiated holding in TE Connectivity Ltd. The purchase prices were between $53.08 and $100.37, with an estimated average price of $85.89. The stock is now traded at around $74.69. The impact to a portfolio due to this purchase was 0.28%. The holding were 68,275 shares as of .

New Purchase: Thermo Fisher Scientific Inc (TMO)

Waverton Investment Management Ltd initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $255.3 and $340.05, with an estimated average price of $316.21. The stock is now traded at around $334.51. The impact to a portfolio due to this purchase was 0.26%. The holding were 14,001 shares as of .

New Purchase: Ulta Beauty Inc (ULTA)

Waverton Investment Management Ltd initiated holding in Ulta Beauty Inc. The purchase prices were between $128.52 and $301.34, with an estimated average price of $250.45. The stock is now traded at around $218.76. The impact to a portfolio due to this purchase was 0.19%. The holding were 16,839 shares as of .

New Purchase: Oaktree Specialty Lending Corp (OCSL)

Waverton Investment Management Ltd initiated holding in Oaktree Specialty Lending Corp. The purchase prices were between $2.36 and $5.65, with an estimated average price of $4.89. The stock is now traded at around $4.02. The impact to a portfolio due to this purchase was 0.16%. The holding were 769,468 shares as of .

Added: The Walt Disney Co (DIS)

Waverton Investment Management Ltd added to a holding in The Walt Disney Co by 724.13%. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $107.66. The impact to a portfolio due to this purchase was 1.78%. The holding were 324,252 shares as of .

Added: L3Harris Technologies Inc (LHX)

Waverton Investment Management Ltd added to a holding in L3Harris Technologies Inc by 216.65%. The purchase prices were between $150.22 and $230.04, with an estimated average price of $205.43. The stock is now traded at around $193.73. The impact to a portfolio due to this purchase was 1.46%. The holding were 182,888 shares as of .

Added: Infosys Ltd (INFY)

Waverton Investment Management Ltd added to a holding in Infosys Ltd by 89.85%. The purchase prices were between $6.94 and $11.41, with an estimated average price of $10.09. The stock is now traded at around $9.23. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,677,798 shares as of .

Added: Accenture PLC (ACN)

Waverton Investment Management Ltd added to a holding in Accenture PLC by 116.83%. The purchase prices were between $143.69 and $215.92, with an estimated average price of $193.46. The stock is now traded at around $185.30. The impact to a portfolio due to this purchase was 0.24%. The holding were 42,900 shares as of .

Added: SPDR Gold Trust (GLD)

Waverton Investment Management Ltd added to a holding in SPDR Gold Trust by 57.84%. The purchase prices were between $138.04 and $157.81, with an estimated average price of $148.89. The stock is now traded at around $158.93. The impact to a portfolio due to this purchase was 0.22%. The holding were 61,280 shares as of .

Added: LivaNova PLC (LIVN)

Waverton Investment Management Ltd added to a holding in LivaNova PLC by 25.29%. The purchase prices were between $34.22 and $76.49, with an estimated average price of $65.13. The stock is now traded at around $54.34. The impact to a portfolio due to this purchase was 0.07%. The holding were 115,430 shares as of .

Sold Out: Quanta Services Inc (PWR)

Waverton Investment Management Ltd sold out a holding in Quanta Services Inc. The sale prices were between $23.8 and $41.32, with an estimated average price of $37.33.

Sold Out: Chubb Ltd (CB)

Waverton Investment Management Ltd sold out a holding in Chubb Ltd. The sale prices were between $94.2 and $165.33, with an estimated average price of $144.07.

Sold Out: D.R. Horton Inc (DHI)

Waverton Investment Management Ltd sold out a holding in D.R. Horton Inc. The sale prices were between $28.78 and $62.05, with an estimated average price of $52.18.

Sold Out: Church & Dwight Co Inc (CHD)

Waverton Investment Management Ltd sold out a holding in Church & Dwight Co Inc. The sale prices were between $60.3 and $76.61, with an estimated average price of $71.08.

Sold Out: Royal Philips NV (PHG)

Waverton Investment Management Ltd sold out a holding in Royal Philips NV. The sale prices were between $31.86 and $50.42, with an estimated average price of $44.72.



Here is the complete portfolio of Waverton Investment Management Ltd. Also check out:

1. Waverton Investment Management Ltd's Undervalued Stocks
2. Waverton Investment Management Ltd's Top Growth Companies, and
3. Waverton Investment Management Ltd's High Yield stocks
4. Stocks that Waverton Investment Management Ltd keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)