River & Mercantile Asset Management Llp Buys The Walt Disney Co, Citigroup Inc, Alibaba Group Holding, Sells International Business Machines Corp, Microsoft Corp, Facebook Inc

• New Purchases: SPOT, YNDX, CBRE, PBR, BA, ACN, RTX, HOLI, LUV, NXPI, SBUX, LEG, OC, MANU, ABB, FISV, MAT, CAAP, HSBC, CARS, OTEX, WW, GWW, CAKE, HRB, TRIP, WU, BBD, LB, STAY, MLCO, DRI, PAGS, DT, RMAX, PING, TTM,
• Added Positions: DIS, C, BABA, REZI, VOO, OMC, UBER, SCHW, JEF, XOM, APRN, AXP, ERF, KNX, GM, AVT, DVN, WFC, VIAC, HOG, CSCO, SNA, BEN, ZBH, WRK, CRTO, CFG, GILD, EMN, VEON,
• Reduced Positions: BIDU, IBM, MCK, MSFT, FB, UNH, GWPH, JD, JNJ, EBAY, GIS, LVS, BKNG, GOOGL, AMAT, PYPL, ORCL, AMZN, CL, INTC, PFE, KGC, FDX, MYL, BAC, GOLD, SINA, DBX, FCX, BMY, QIWI, HDB, AMG, TCOM, CVS, KO, MU, WMT, LLY, ZTO, ARCE, IVOO, KHC, AAPL, BWA, VOYA, MELI, QCOM, TTWO, ZNGA, MMM, ZION, STT, VIPS, VECO, APAM, JPM, DHI, GE, CX, PH, NOV, RL, WNS, ATHM, SWN, TSM, DISCA, CAT, BKR, AIG, CIB, CPRI, SLM, IQ, MOMO, NKE, ARCO,
• Sold Out: UBS, RTN, RBCN, WUBA, CEO, YUMC, SOHU,

For the details of RIVER & MERCANTILE ASSET MANAGEMENT LLP's stock buys and sells, go to https://www.gurufocus.com/guru/river+%26+mercantile+asset+management+llp/current-portfolio/portfolio

1. Baidu Inc (BIDU) - 1,351,954 shares, 10.74% of the total portfolio. Shares reduced by 15.72%
2. Citigroup Inc (C) - 3,101,055 shares, 10.51% of the total portfolio. Shares added by 24.24%
3. The Walt Disney Co (DIS) - 651,220 shares, 4.81% of the total portfolio. Shares added by 1414.82%
4. McKesson Corp (MCK) - 439,983 shares, 4.47% of the total portfolio. Shares reduced by 19.91%
5. Booking Holdings Inc (BKNG) - 30,043 shares, 3.18% of the total portfolio. Shares reduced by 5.16%

River & Mercantile Asset Management Llp initiated holding in Spotify Technology SA. The purchase prices were between $121.44 and $267.47, with an estimated average price of $170.37. The stock is now traded at around $256.80. The impact to a portfolio due to this purchase was 0.76%. The holding were 44,442 shares as of .

River & Mercantile Asset Management Llp initiated holding in Yandex NV. The purchase prices were between $32.38 and $50.55, with an estimated average price of $39.9. The stock is now traded at around $61.58. The impact to a portfolio due to this purchase was 0.61%. The holding were 182,537 shares as of .

River & Mercantile Asset Management Llp initiated holding in CBRE Group Inc. The purchase prices were between $34.84 and $55.49, with an estimated average price of $43.04. The stock is now traded at around $44.92. The impact to a portfolio due to this purchase was 0.5%. The holding were 168,010 shares as of .

River & Mercantile Asset Management Llp initiated holding in Petroleo Brasileiro SA Petrobras. The purchase prices were between $5.41 and $9.72, with an estimated average price of $7.21. The stock is now traded at around $8.65. The impact to a portfolio due to this purchase was 0.48%. The holding were 1,824,325 shares as of .

River & Mercantile Asset Management Llp initiated holding in Boeing Co. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $170.41. The impact to a portfolio due to this purchase was 0.46%. The holding were 37,770 shares as of .

River & Mercantile Asset Management Llp initiated holding in Accenture PLC. The purchase prices were between $152.15 and $217.32, with an estimated average price of $188.64. The stock is now traded at around $234.56. The impact to a portfolio due to this purchase was 0.45%. The holding were 31,860 shares as of .

River & Mercantile Asset Management Llp added to a holding in The Walt Disney Co by 1414.82%. The purchase prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $128.91. The impact to a portfolio due to this purchase was 4.49%. The holding were 651,220 shares as of .

River & Mercantile Asset Management Llp added to a holding in Citigroup Inc by 24.24%. The purchase prices were between $37.49 and $61.24, with an estimated average price of $47.31. The stock is now traded at around $50.64. The impact to a portfolio due to this purchase was 2.05%. The holding were 3,101,055 shares as of .

River & Mercantile Asset Management Llp added to a holding in Alibaba Group Holding Ltd by 622.74%. The purchase prices were between $187.11 and $228.75, with an estimated average price of $207.72. The stock is now traded at around $259.85. The impact to a portfolio due to this purchase was 1.71%. The holding were 771,603 shares as of .

River & Mercantile Asset Management Llp added to a holding in Resideo Technologies Inc by 111.12%. The purchase prices were between $3.94 and $12.47, with an estimated average price of $6.89. The stock is now traded at around $13.68. The impact to a portfolio due to this purchase was 0.62%. The holding were 1,505,661 shares as of .

River & Mercantile Asset Management Llp added to a holding in VANGUARD INDEX FDS by 90.91%. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $311.18. The impact to a portfolio due to this purchase was 0.52%. The holding were 58,170 shares as of .

River & Mercantile Asset Management Llp added to a holding in Uber Technologies Inc by 78.12%. The purchase prices were between $22.82 and $37.21, with an estimated average price of $31.11. The stock is now traded at around $29.66. The impact to a portfolio due to this purchase was 0.21%. The holding were 228,645 shares as of .

River & Mercantile Asset Management Llp sold out a holding in UBS Group AG. The sale prices were between $8.84 and $11.95, with an estimated average price of $10.27.

River & Mercantile Asset Management Llp sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

River & Mercantile Asset Management Llp sold out a holding in Rubicon Technology Inc. The sale prices were between $7.25 and $8.33, with an estimated average price of $7.8.

River & Mercantile Asset Management Llp sold out a holding in 58.com Inc. The sale prices were between $46.7 and $54.58, with an estimated average price of $51.49.

River & Mercantile Asset Management Llp sold out a holding in CNOOC Ltd. The sale prices were between $100.93 and $123.67, with an estimated average price of $112.75.

River & Mercantile Asset Management Llp sold out a holding in Yum China Holdings Inc. The sale prices were between $40.99 and $51.49, with an estimated average price of $47.01.