Independent Franchise Partners LLP Buys S&P Global Inc, Sells International Business Machines Corp, Autodesk Inc

May 17, 2021

London, X0, based Investment company Independent Franchise Partners LLP (Current Portfolio) buys S&P Global Inc, sells International Business Machines Corp, Autodesk Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Independent Franchise Partners LLP. As of 2021Q1, Independent Franchise Partners LLP owns 24 stocks with a total value of $12.6 billion. These are the details of the buys and sells.

Added Positions: SPGI, PM, BMY, ACN, NWS, JNJ, AON, ORCL, BKNG, MSFT, GOOGL, EBAY, WU, EA, CME, AAPL, TMX,
Reduced Positions: ADSK, CTVA, FOXA,
Sold Out: IBM,

For the details of Independent Franchise Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/independent+franchise+partners+llp/current-portfolio/portfolio

These are the top 5 holdings of Independent Franchise Partners LLP

Philip Morris International Inc (PM) - 10,518,888 shares, 7.44% of the total portfolio. Shares added by 16.26%
Fox Corp (FOXA) - 23,792,686 shares, 6.84% of the total portfolio. Shares reduced by 6.44%
Corteva Inc (CTVA) - 18,382,823 shares, 6.83% of the total portfolio. Shares reduced by 12.61%
Oracle Corp (ORCL) - 11,943,555 shares, 6.68% of the total portfolio. Shares added by 1.53%
Aon PLC (AON) - 3,390,261 shares, 6.21% of the total portfolio. Shares added by 1.59%

Added: S&P Global Inc (SPGI)

Independent Franchise Partners LLP added to a holding in S&P Global Inc by 123.25%. The purchase prices were between $305.95 and $361.74, with an estimated average price of $332.91. The stock is now traded at around $379.160000. The impact to a portfolio due to this purchase was 2.15%. The holding were 1,384,576 shares as of 2021-03-31.

Sold Out: International Business Machines Corp (IBM)

Independent Franchise Partners LLP sold out a holding in International Business Machines Corp. The sale prices were between $118.58 and $136.38, with an estimated average price of $125.11.

Here is the complete portfolio of Independent Franchise Partners LLP. Also check out:

1. Independent Franchise Partners LLP's Undervalued Stocks
2. Independent Franchise Partners LLP's Top Growth Companies, and
3. Independent Franchise Partners LLP's High Yield stocks
4. Stocks that Independent Franchise Partners LLP keeps buying

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