- New Purchases: IBM, FB, GOOGL, WWE, SERV, ADSK,
- Added Positions: PM, BMY, BKNG, CTVA, IAA, NWS, NWSA,
- Reduced Positions: AAPL, MSFT, SPGI, EFX, ACN, TAP, WU, EBAY, JNJ, ORCL, MO, EA,
- Sold Out: TRU, TIF,
For the details of Independent Franchise Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/independent+franchise+partners+llp/current-portfolio/portfolio
These are the top 5 holdings of Independent Franchise Partners LLP- Johnson & Johnson (JNJ) - 5,113,065 shares, 8.26% of the total portfolio. Shares reduced by 2.14%
- Fox Corp (FOXA) - 22,063,611 shares, 6.43% of the total portfolio. Shares added by 0.47%
- Microsoft Corp (MSFT) - 3,278,837 shares, 6.37% of the total portfolio. Shares reduced by 25.36%
- Bristol-Myers Squibb Company (BMY) - 8,903,005 shares, 6.12% of the total portfolio. Shares added by 15.48%
- Booking Holdings Inc (BKNG) - 368,037 shares, 6.10% of the total portfolio. Shares added by 10.78%
Independent Franchise Partners LLP initiated holding in International Business Machines Corp. The purchase prices were between $94.77 and $156.76, with an estimated average price of $132.68. The stock is now traded at around $113.79. The impact to a portfolio due to this purchase was 4.74%. The holding were 3,466,904 shares as of .
New Purchase: Facebook Inc (FB)Independent Franchise Partners LLP initiated holding in Facebook Inc. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $202.81. The impact to a portfolio due to this purchase was 3%. The holding were 1,457,175 shares as of .
New Purchase: Alphabet Inc (GOOGL)Independent Franchise Partners LLP initiated holding in Alphabet Inc. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1328.62. The impact to a portfolio due to this purchase was 2.79%. The holding were 194,723 shares as of .
New Purchase: World Wrestling Entertainment Inc (WWE)Independent Franchise Partners LLP initiated holding in World Wrestling Entertainment Inc. The purchase prices were between $30.44 and $66.4, with an estimated average price of $48.87. The stock is now traded at around $41.60. The impact to a portfolio due to this purchase was 0.93%. The holding were 2,223,526 shares as of .
New Purchase: ServiceMaster Global Holdings Inc (SERV)Independent Franchise Partners LLP initiated holding in ServiceMaster Global Holdings Inc. The purchase prices were between $20.36 and $38.66, with an estimated average price of $34.28. The stock is now traded at around $26.57. The impact to a portfolio due to this purchase was 0.52%. The holding were 1,564,424 shares as of .
New Purchase: Autodesk Inc (ADSK)Independent Franchise Partners LLP initiated holding in Autodesk Inc. The purchase prices were between $136 and $210.76, with an estimated average price of $184.07. The stock is now traded at around $173.39. The impact to a portfolio due to this purchase was 0.41%. The holding were 215,200 shares as of .
Added: Philip Morris International Inc (PM)Independent Franchise Partners LLP added to a holding in Philip Morris International Inc by 30.19%. The purchase prices were between $59.98 and $89.64, with an estimated average price of $82.53. The stock is now traded at around $67.23. The impact to a portfolio due to this purchase was 1.01%. The holding were 4,840,562 shares as of .
Added: IAA Inc (IAA)Independent Franchise Partners LLP added to a holding in IAA Inc by 87.93%. The purchase prices were between $25.3 and $50.84, with an estimated average price of $43.46. The stock is now traded at around $35.08. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,531,455 shares as of .
Sold Out: TransUnion (TRU)Independent Franchise Partners LLP sold out a holding in TransUnion. The sale prices were between $54.98 and $100.35, with an estimated average price of $86.64.
Sold Out: Tiffany & Co (TIF)Independent Franchise Partners LLP sold out a holding in Tiffany & Co. The sale prices were between $111.22 and $134.36, with an estimated average price of $131.71.
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