- New Purchases: PANW, IT, TRMB, VAR, AOS, WDAY,
- Added Positions: BDX, ILMN, BAX, CBRE, HSIC, TEL, XRAY, SCHW, COO, PEN, CTSH, CERN, APTV, ST, HTHT,
- Reduced Positions: MSFT, TWLO, GOOG, TT, TMO, CRM, SPY, EFX, TXN, MELI, NTNX, SRCL, AMAT, NVDA, TSM,
- Sold Out: BAP, ADP, DE, AMZN,
For the details of Al Gore's stock buys and sells, go to https://www.gurufocus.com/guru/al+gore/current-portfolio/portfolio
These are the top 5 holdings of Al Gore- Alphabet Inc (GOOG) - 1,000,023 shares, 8.25% of the total portfolio. Shares reduced by 5.67%
- Charles Schwab Corp (SCHW) - 32,394,704 shares, 7.73% of the total portfolio. Shares added by 8.93%
- Baxter International Inc (BAX) - 10,160,652 shares, 5.86% of the total portfolio. Shares added by 49.03%
- Cognizant Technology Solutions Corp (CTSH) - 16,010,676 shares, 5.28% of the total portfolio. Shares added by 7.10%
- Dentsply Sirona Inc (XRAY) - 18,585,993 shares, 5.12% of the total portfolio. Shares added by 14.56%
Generation Investment Management Llp initiated holding in Palo Alto Networks Inc. The purchase prices were between $132.58 and $249.22, with an estimated average price of $210.86. The stock is now traded at around $222.49. The impact to a portfolio due to this purchase was 2.91%. The holding were 2,499,003 shares as of .
New Purchase: Gartner Inc (IT)Generation Investment Management Llp initiated holding in Gartner Inc. The purchase prices were between $83.24 and $163.85, with an estimated average price of $137.88. The stock is now traded at around $110.85. The impact to a portfolio due to this purchase was 2.81%. The holding were 3,982,443 shares as of .
New Purchase: Trimble Inc (TRMB)Generation Investment Management Llp initiated holding in Trimble Inc. The purchase prices were between $21.32 and $46.13, with an estimated average price of $39.31. The stock is now traded at around $34.93. The impact to a portfolio due to this purchase was 2.56%. The holding were 11,320,918 shares as of .
New Purchase: Varian Medical Systems Inc (VAR)Generation Investment Management Llp initiated holding in Varian Medical Systems Inc. The purchase prices were between $89.81 and $149.57, with an estimated average price of $132.72. The stock is now traded at around $114.66. The impact to a portfolio due to this purchase was 1.31%. The holding were 1,796,900 shares as of .
New Purchase: A.O. Smith Corp (AOS)Generation Investment Management Llp initiated holding in A.O. Smith Corp. The purchase prices were between $34.75 and $48.54, with an estimated average price of $42.78. The stock is now traded at around $40.63. The impact to a portfolio due to this purchase was 1.11%. The holding were 4,153,041 shares as of .
New Purchase: Workday Inc (WDAY)Generation Investment Management Llp initiated holding in Workday Inc. The purchase prices were between $113.87 and $199.38, with an estimated average price of $169.05. The stock is now traded at around $156.31. The impact to a portfolio due to this purchase was 1.05%. The holding were 1,134,380 shares as of .
Added: Becton, Dickinson and Co (BDX)Generation Investment Management Llp added to a holding in Becton, Dickinson and Co by 365.95%. The purchase prices were between $200.58 and $285.99, with an estimated average price of $253.86. The stock is now traded at around $261.95. The impact to a portfolio due to this purchase was 2.2%. The holding were 1,715,030 shares as of .
Added: Illumina Inc (ILMN)Generation Investment Management Llp added to a holding in Illumina Inc by 186.23%. The purchase prices were between $209.2 and $335.53, with an estimated average price of $288.89. The stock is now traded at around $326.66. The impact to a portfolio due to this purchase was 2.11%. The holding were 1,675,135 shares as of .
Added: Baxter International Inc (BAX)Generation Investment Management Llp added to a holding in Baxter International Inc by 49.03%. The purchase prices were between $71.57 and $93.3, with an estimated average price of $86.41. The stock is now traded at around $88.20. The impact to a portfolio due to this purchase was 1.93%. The holding were 10,160,652 shares as of .
Added: CBRE Group Inc (CBRE)Generation Investment Management Llp added to a holding in CBRE Group Inc by 13755.70%. The purchase prices were between $29.83 and $64.25, with an estimated average price of $55.57. The stock is now traded at around $35.78. The impact to a portfolio due to this purchase was 1.64%. The holding were 6,166,617 shares as of .
Added: Henry Schein Inc (HSIC)Generation Investment Management Llp added to a holding in Henry Schein Inc by 28.35%. The purchase prices were between $43.18 and $73.71, with an estimated average price of $63.71. The stock is now traded at around $52.35. The impact to a portfolio due to this purchase was 1.05%. The holding were 13,237,028 shares as of .
Added: TE Connectivity Ltd (TEL)Generation Investment Management Llp added to a holding in TE Connectivity Ltd by 39.84%. The purchase prices were between $53.08 and $100.37, with an estimated average price of $85.89. The stock is now traded at around $69.55. The impact to a portfolio due to this purchase was 0.96%. The holding were 7,535,624 shares as of .
Sold Out: Credicorp Ltd (BAP)Generation Investment Management Llp sold out a holding in Credicorp Ltd. The sale prices were between $124.16 and $219.48, with an estimated average price of $190.12.
Sold Out: Automatic Data Processing Inc (ADP)Generation Investment Management Llp sold out a holding in Automatic Data Processing Inc. The sale prices were between $109.07 and $181.25, with an estimated average price of $161.83.
Sold Out: Deere & Co (DE)Generation Investment Management Llp sold out a holding in Deere & Co. The sale prices were between $111.15 and $177.6, with an estimated average price of $158.85.
Sold Out: Amazon.com Inc (AMZN)Generation Investment Management Llp sold out a holding in Amazon.com Inc. The sale prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38.
Reduced: Microsoft Corp (MSFT)Generation Investment Management Llp reduced to a holding in Microsoft Corp by 61.6%. The sale prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $179.38. The impact to a portfolio due to this sale was -1.7%. Generation Investment Management Llp still held 1,051,077 shares as of .
Reduced: Twilio Inc (TWLO)Generation Investment Management Llp reduced to a holding in Twilio Inc by 32.19%. The sale prices were between $71.7 and $131.9, with an estimated average price of $110.04. The stock is now traded at around $193.87. The impact to a portfolio due to this sale was -0.68%. Generation Investment Management Llp still held 2,280,794 shares as of .
Here is the complete portfolio of Al Gore. Also check out:
1. Al Gore's Undervalued Stocks
2. Al Gore's Top Growth Companies, and
3. Al Gore's High Yield stocks
4. Stocks that Al Gore keeps buying