Bestinfond Buys Just Eat Takeaway.com NV, Rio Tinto PLC, Informa PLC, Sells Delivery Hero SE, RELX PLC, Just Eat PLC.

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May 04, 2020
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Investment company Bestinfond (Current Portfolio) buys Just Eat Takeaway.com NV, Rio Tinto PLC, Informa PLC, BP PLC, adidas AG, sells Delivery Hero SE, RELX PLC, Just Eat PLC., Just Eat Takeaway.com NV, CIR SpA during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Bestinfond. As of 2020Q1, Bestinfond owns 83 stocks with a total value of $1.2 billion. These are the details of the buys and sells.

For the details of Bestinfond's stock buys and sells, go to https://www.gurufocus.com/guru/bestinfond/current-portfolio/portfolio

These are the top 5 holdings of Bestinfond
  1. Delivery Hero SE (DHER) - 801,457 shares, 4.62% of the total portfolio. Shares reduced by 41.36%
  2. Rio Tinto PLC (RIO) - 1,192,960 shares, 4.29% of the total portfolio. Shares added by 84.56%
  3. Informa PLC (INF) - 9,787,384 shares, 4.20% of the total portfolio. Shares added by 79.01%
  4. Standard Chartered PLC (STAN) - 8,449,112 shares, 3.65% of the total portfolio. Shares reduced by 3.47%
  5. Just Eat Takeaway.com NV (JET) - 574,502 shares, 3.37% of the total portfolio. New Position
New Purchase: Just Eat Takeaway.com NV (JET)

Bestinfond initiated holding in Just Eat Takeaway.com NV. The purchase prices were between $55.05 and $88, with an estimated average price of $74.97. The stock is now traded at around $78.16. The impact to a portfolio due to this purchase was 3.37%. The holding were 574,502 shares as of .

New Purchase: BP PLC (BP.)

Bestinfond initiated holding in BP PLC. The purchase prices were between $2.34 and $5.04, with an estimated average price of $4.21. The stock is now traded at around $2.99. The impact to a portfolio due to this purchase was 1.64%. The holding were 4,927,531 shares as of .

New Purchase: adidas AG (ADS)

Bestinfond initiated holding in adidas AG. The purchase prices were between $166.92 and $316.05, with an estimated average price of $263.78. The stock is now traded at around $209.20. The impact to a portfolio due to this purchase was 1.43%. The holding were 81,802 shares as of .

Added: Rio Tinto PLC (RIO)

Bestinfond added to a holding in Rio Tinto PLC by 84.56%. The purchase prices were between $29.68 and $46.77, with an estimated average price of $40.13. The stock is now traded at around $36.15. The impact to a portfolio due to this purchase was 1.97%. The holding were 1,192,960 shares as of .

Added: Informa PLC (INF)

Bestinfond added to a holding in Informa PLC by 79.01%. The purchase prices were between $3.76 and $8.67, with an estimated average price of $7.01. The stock is now traded at around $4.50. The impact to a portfolio due to this purchase was 1.85%. The holding were 9,787,384 shares as of .

Added: SAP SE (SAP)

Bestinfond added to a holding in SAP SE by 80.40%. The purchase prices were between $87.63 and $129.44, with an estimated average price of $114.97. The stock is now traded at around $108.94. The impact to a portfolio due to this purchase was 1.12%. The holding were 287,286 shares as of .

Added: CIR SpA (CIR)

Bestinfond added to a holding in CIR SpA by 90.06%. The purchase prices were between $0.38 and $0.59, with an estimated average price of $0.5. The stock is now traded at around $0.41. The impact to a portfolio due to this purchase was 0.87%. The holding were 51,754,762 shares as of .

Added: CIR SpA (CIR)

Bestinfond added to a holding in CIR SpA by 90.06%. The purchase prices were between $0.38 and $0.59, with an estimated average price of $0.5. The stock is now traded at around $0.41. The impact to a portfolio due to this purchase was 0.87%. The holding were 51,754,762 shares as of .

Added: Societe Generale SA (GLE)

Bestinfond added to a holding in Societe Generale SA by 33.52%. The purchase prices were between $13.78 and $31.94, with an estimated average price of $26.06. The stock is now traded at around $14.26. The impact to a portfolio due to this purchase was 0.55%. The holding were 1,674,267 shares as of .

Sold Out: Just Eat PLC. (JE.)

Bestinfond sold out a holding in Just Eat PLC.. The sale prices were between $8.52 and $9.01, with an estimated average price of $8.69.

Sold Out: Just Eat Takeaway.com NV (TKWY)

Bestinfond sold out a holding in Just Eat Takeaway.com NV. The sale prices were between $62.3 and $98.3, with an estimated average price of $82.02.

Sold Out: CIR SpA (CIR)

Bestinfond sold out a holding in CIR SpA. The sale prices were between $0.58 and $1.15, with an estimated average price of $1.07.

Sold Out: CIR SpA (CIR)

Bestinfond sold out a holding in CIR SpA. The sale prices were between $0.58 and $1.15, with an estimated average price of $1.07.

Sold Out: Dixons Carphone PLC (DC.)

Bestinfond sold out a holding in Dixons Carphone PLC. The sale prices were between $0.6 and $1.52, with an estimated average price of $1.21.

Sold Out: The Drilling Company of 1972 A/S (DRLCO)

Bestinfond sold out a holding in The Drilling Company of 1972 A/S. The sale prices were between $120 and $454.6, with an estimated average price of $317.74.

Reduced: Delivery Hero SE (DHER)

Bestinfond reduced to a holding in Delivery Hero SE by 41.36%. The sale prices were between $55.48 and $81.34, with an estimated average price of $69.66. The stock is now traded at around $77.00. The impact to a portfolio due to this sale was -2.35%. Bestinfond still held 801,457 shares as of .

Reduced: RELX PLC (REL)

Bestinfond reduced to a holding in RELX PLC by 62.5%. The sale prices were between $14.83 and $20.99, with an estimated average price of $18.95. The stock is now traded at around $17.99. The impact to a portfolio due to this sale was -1.68%. Bestinfond still held 757,353 shares as of .

Reduced: Arjo AB (ARJO B)

Bestinfond reduced to a holding in Arjo AB by 21.26%. The sale prices were between $41.08 and $56.8, with an estimated average price of $49.46. The stock is now traded at around $48.60. The impact to a portfolio due to this sale was -0.25%. Bestinfond still held 3,620,310 shares as of .



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