Kiltearn Partners LLP Buys Walgreens Boots Alliance Inc, Schlumberger, Affiliated Managers Group Inc, Sells Kimberly-Clark Corp, Johnson Controls International PLC, Biogen Inc

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May 15, 2020
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Edinburgh, X0, based Investment company Kiltearn Partners LLP (Current Portfolio) buys Walgreens Boots Alliance Inc, Schlumberger, Affiliated Managers Group Inc, eBay Inc, Wells Fargo, sells Kimberly-Clark Corp, Johnson Controls International PLC, Biogen Inc, Omnicom Group Inc, Invesco during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Kiltearn Partners LLP. As of 2020Q1, Kiltearn Partners LLP owns 24 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

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
  1. Goldman Sachs Group Inc (GS) - 750,723 shares, 7.71% of the total portfolio. Shares reduced by 18.56%
  2. Citigroup Inc (C) - 2,499,651 shares, 7.00% of the total portfolio. Shares reduced by 5.94%
  3. Affiliated Managers Group Inc (AMG) - 1,776,475 shares, 6.98% of the total portfolio. Shares added by 21.09%
  4. Schlumberger Ltd (SLB) - 6,601,984 shares, 5.92% of the total portfolio. Shares added by 30.66%
  5. Exxon Mobil Corp (XOM) - 2,219,625 shares, 5.60% of the total portfolio. Shares added by 7.52%
New Purchase: Walgreens Boots Alliance Inc (WBA)

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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