- New Purchases: WBA, EBAY,
- Added Positions: SLB, AMG, WFC, BKR, NLSN, XOM, LYB, KT,
- Reduced Positions: OMC, GS, IVZ, AZO, CVS, C, BEN, AXP, GILD, HOG, STT, MS, UNFI, ZBH,
- Sold Out: KMB, JCI, BIIB,
For the details of Kiltearn Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/kiltearn+partners+llp/current-portfolio/portfolio
These are the top 5 holdings of Kiltearn Partners LLP- Goldman Sachs Group Inc (GS) - 750,723 shares, 7.71% of the total portfolio. Shares reduced by 18.56%
- Citigroup Inc (C) - 2,499,651 shares, 7.00% of the total portfolio. Shares reduced by 5.94%
- Affiliated Managers Group Inc (AMG) - 1,776,475 shares, 6.98% of the total portfolio. Shares added by 21.09%
- Schlumberger Ltd (SLB) - 6,601,984 shares, 5.92% of the total portfolio. Shares added by 30.66%
- Exxon Mobil Corp (XOM) - 2,219,625 shares, 5.60% of the total portfolio. Shares added by 7.52%
Kiltearn Partners LLP initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $41.02 and $59.59, with an estimated average price of $50.97. The stock is now traded at around $38.85. The impact to a portfolio due to this purchase was 2.31%. The holding were 760,500 shares as of .
New Purchase: eBay Inc (EBAY)Kiltearn Partners LLP initiated holding in eBay Inc. The purchase prices were between $26.34 and $38.49, with an estimated average price of $34.92. The stock is now traded at around $42.04. The impact to a portfolio due to this purchase was 1.18%. The holding were 592,500 shares as of .
Added: Schlumberger Ltd (SLB)Kiltearn Partners LLP added to a holding in Schlumberger Ltd by 30.66%. The purchase prices were between $12.05 and $40.82, with an estimated average price of $29.34. The stock is now traded at around $16.10. The impact to a portfolio due to this purchase was 1.39%. The holding were 6,601,984 shares as of .
Added: Affiliated Managers Group Inc (AMG)Kiltearn Partners LLP added to a holding in Affiliated Managers Group Inc by 21.09%. The purchase prices were between $45.15 and $88.78, with an estimated average price of $75.35. The stock is now traded at around $62.17. The impact to a portfolio due to this purchase was 1.22%. The holding were 1,776,475 shares as of .
Added: Wells Fargo & Co (WFC)Kiltearn Partners LLP added to a holding in Wells Fargo & Co by 26.03%. The purchase prices were between $25.25 and $53.8, with an estimated average price of $42.87. The stock is now traded at around $24.06. The impact to a portfolio due to this purchase was 1.15%. The holding were 2,914,337 shares as of .
Added: Baker Hughes Co (BKR)Kiltearn Partners LLP added to a holding in Baker Hughes Co by 47.17%. The purchase prices were between $9.33 and $25.64, with an estimated average price of $19.01. The stock is now traded at around $14.00. The impact to a portfolio due to this purchase was 0.98%. The holding were 4,406,900 shares as of .
Added: Nielsen Holdings PLC (NLSN)Kiltearn Partners LLP added to a holding in Nielsen Holdings PLC by 21.23%. The purchase prices were between $11.94 and $22.25, with an estimated average price of $18.84. The stock is now traded at around $12.85. The impact to a portfolio due to this purchase was 0.82%. The holding were 5,639,572 shares as of .
Sold Out: Kimberly-Clark Corp (KMB)Kiltearn Partners LLP sold out a holding in Kimberly-Clark Corp. The sale prices were between $112.34 and $148.25, with an estimated average price of $138.53.
Sold Out: Johnson Controls International PLC (JCI)Kiltearn Partners LLP sold out a holding in Johnson Controls International PLC. The sale prices were between $23.5 and $42.45, with an estimated average price of $37.44.
Sold Out: Biogen Inc (BIIB)Kiltearn Partners LLP sold out a holding in Biogen Inc. The sale prices were between $268.85 and $341.04, with an estimated average price of $303.55.
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