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Trinity Street Asset Management LLP Buys Coca-Cola European Partners PLC, Qualcomm Inc, VMware Inc, Sells The Walt Disney Co

October 20, 2020 | About:

London, X0, based Investment company Trinity Street Asset Management LLP (Current Portfolio) buys Coca-Cola European Partners PLC, Qualcomm Inc, VMware Inc, sells The Walt Disney Co during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Trinity Street Asset Management LLP. As of 2020Q3, Trinity Street Asset Management LLP owns 21 stocks with a total value of $822 million. These are the details of the buys and sells.

For the details of Trinity Street Asset Management LLP's stock buys and sells, go to https://www.gurufocus.com/guru/trinity+street+asset+management+llp/current-portfolio/portfolio

These are the top 5 holdings of Trinity Street Asset Management LLP
  1. Alibaba Group Holding Ltd (BABA) - 323,930 shares, 11.58% of the total portfolio. Shares reduced by 1.76%
  2. Coca-Cola European Partners PLC (CCEP) - 1,918,472 shares, 9.05% of the total portfolio. New Position
  3. Ryanair Holdings PLC (RYAAY) - 785,300 shares, 7.81% of the total portfolio. Shares reduced by 1.78%
  4. Charles River Laboratories International Inc (CRL) - 198,226 shares, 5.46% of the total portfolio. Shares reduced by 19.71%
  5. Qualcomm Inc (QCOM) - 331,500 shares, 4.74% of the total portfolio. New Position
New Purchase: Coca-Cola European Partners PLC (CCEP)

Trinity Street Asset Management LLP initiated holding in Coca-Cola European Partners PLC. The purchase prices were between $37.26 and $45.31, with an estimated average price of $40.94. The stock is now traded at around $38.14. The impact to a portfolio due to this purchase was 9.05%. The holding were 1,918,472 shares as of .

New Purchase: Qualcomm Inc (QCOM)

Trinity Street Asset Management LLP initiated holding in Qualcomm Inc. The purchase prices were between $88.89 and $123.18, with an estimated average price of $106.72. The stock is now traded at around $128.36. The impact to a portfolio due to this purchase was 4.74%. The holding were 331,500 shares as of .

Added: VMware Inc (VMW)

Trinity Street Asset Management LLP added to a holding in VMware Inc by 20.64%. The purchase prices were between $134.48 and $153.1, with an estimated average price of $142.09. The stock is now traded at around $150.89. The impact to a portfolio due to this purchase was 0.74%. The holding were 248,856 shares as of .

Reduced: The Walt Disney Co (DIS)

Trinity Street Asset Management LLP reduced to a holding in The Walt Disney Co by 21.85%. The sale prices were between $112.18 and $135.54, with an estimated average price of $124.91. The stock is now traded at around $124.71. The impact to a portfolio due to this sale was -0.89%. Trinity Street Asset Management LLP still held 191,915 shares as of .



Here is the complete portfolio of Trinity Street Asset Management LLP. Also check out:

1. Trinity Street Asset Management LLP's Undervalued Stocks
2. Trinity Street Asset Management LLP's Top Growth Companies, and
3. Trinity Street Asset Management LLP's High Yield stocks
4. Stocks that Trinity Street Asset Management LLP keeps buying

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