Independent Franchise Partners LLP Buys International Business Machines Corp, Facebook Inc, Alphabet Inc, Sells TransUnion, Apple Inc, Microsoft Corp

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May 14, 2020
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London, X0, based Investment company Independent Franchise Partners LLP (Current Portfolio) buys International Business Machines Corp, Facebook Inc, Alphabet Inc, Philip Morris International Inc, World Wrestling Entertainment Inc, sells TransUnion, Apple Inc, Microsoft Corp, S&P Global Inc, Equifax Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Independent Franchise Partners LLP. As of 2020Q1, Independent Franchise Partners LLP owns 26 stocks with a total value of $8.1 billion. These are the details of the buys and sells.

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
  1. Johnson & Johnson (JNJ) - 5,113,065 shares, 8.26% of the total portfolio. Shares reduced by 2.14%
  2. Fox Corp (FOXA) - 22,063,611 shares, 6.43% of the total portfolio. Shares added by 0.47%
  3. Microsoft Corp (MSFT) - 3,278,837 shares, 6.37% of the total portfolio. Shares reduced by 25.36%
  4. Bristol-Myers Squibb Company (BMY) - 8,903,005 shares, 6.12% of the total portfolio. Shares added by 15.48%
  5. Booking Holdings Inc (BKNG) - 368,037 shares, 6.10% of the total portfolio. Shares added by 10.78%
New Purchase: International Business Machines Corp (IBM)

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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