- New Purchases: JET, BP., ADS,
- Added Positions: RIO, INF, SAP, CIR, CIR, GLE, ABBN, BNP, LNZ, FR, LGF.B, AM, MTL, APAML, AKE, VVAR3, S32, ITV, ACS, BMW3, REP, BRK.B,
- Reduced Positions: DHER, REL, ISP, ARJO B, 00700, STAN, UCG, HYVE, CTEC, EPI A, BT.A,
- Sold Out: JE., TKWY, CIR, CIR, DC., GLNG, DRLCO,
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- Delivery Hero SE (DHER) - 801,457 shares, 4.62% of the total portfolio. Shares reduced by 41.36%
- Rio Tinto PLC (RIO) - 1,192,960 shares, 4.29% of the total portfolio. Shares added by 84.56%
- Informa PLC (INF) - 9,787,384 shares, 4.20% of the total portfolio. Shares added by 79.01%
- Standard Chartered PLC (STAN) - 8,449,112 shares, 3.65% of the total portfolio. Shares reduced by 3.47%
- Just Eat Takeaway.com NV (JET) - 574,502 shares, 3.37% of the total portfolio. New Position
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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