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Sarasin & Partners LLP Buys The Walt Disney Co, HDFC Bank, Activision Blizzard Inc, Sells First Republic Bank, Zebra Technologies Corp, Americold Realty Trust

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Oct 22, 2021
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London, X0, based Investment company Sarasin & Partners LLP (Current Portfolio) buys The Walt Disney Co, HDFC Bank, Activision Blizzard Inc, Facebook Inc, Weyerhaeuser Co, sells First Republic Bank, Zebra Technologies Corp, Americold Realty Trust, Dynatrace Inc, Alteryx Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Sarasin & Partners LLP. As of 2021Q3, Sarasin & Partners LLP owns 109 stocks with a total value of $9.9 billion. These are the details of the buys and sells.

For the details of Sarasin & Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/sarasin+%26+partners+llp/current-portfolio/portfolio

These are the top 5 holdings of Sarasin & Partners LLP
  1. Microsoft Corp (MSFT) - 1,882,355 shares, 5.36% of the total portfolio. Shares added by 2.83%
  2. CME Group Inc (CME) - 2,046,901 shares, 3.99% of the total portfolio. Shares added by 8.69%
  3. Amazon.com Inc (AMZN) - 119,619 shares, 3.97% of the total portfolio. Shares added by 8.03%
  4. Mastercard Inc (MA) - 1,121,404 shares, 3.93% of the total portfolio. Shares added by 16.25%
  5. The Home Depot Inc (HD) - 1,115,694 shares, 3.70% of the total portfolio. Shares added by 10.23%
New Purchase: Activision Blizzard Inc (ATVI)

Sarasin & Partners LLP initiated holding in Activision Blizzard Inc. The purchase prices were between $72.81 and $94.4, with an estimated average price of $83.7. The stock is now traded at around $79.270000. The impact to a portfolio due to this purchase was 0.52%. The holding were 669,178 shares as of 2021-09-30.

New Purchase: Tetra Tech Inc (TTEK)

Sarasin & Partners LLP initiated holding in Tetra Tech Inc. The purchase prices were between $121.48 and $153.26, with an estimated average price of $137.31. The stock is now traded at around $166.240000. The impact to a portfolio due to this purchase was 0.13%. The holding were 84,844 shares as of 2021-09-30.

New Purchase: RingCentral Inc (RNG)

Sarasin & Partners LLP initiated holding in RingCentral Inc. The purchase prices were between $212.13 and $303.93, with an estimated average price of $254.02. The stock is now traded at around $248.040000. The impact to a portfolio due to this purchase was 0.03%. The holding were 11,642 shares as of 2021-09-30.

New Purchase: Farfetch Ltd (FTCH)

Sarasin & Partners LLP initiated holding in Farfetch Ltd. The purchase prices were between $36.9 and $50.66, with an estimated average price of $44.38. The stock is now traded at around $40.060000. The impact to a portfolio due to this purchase was 0.02%. The holding were 63,675 shares as of 2021-09-30.

Added: The Walt Disney Co (DIS)

Sarasin & Partners LLP added to a holding in The Walt Disney Co by 63.74%. The purchase prices were between $169.17 and $185.91, with an estimated average price of $178.27. The stock is now traded at around $169.420000. The impact to a portfolio due to this purchase was 1.14%. The holding were 1,719,711 shares as of 2021-09-30.

Added: HDFC Bank Ltd (HDB)

Sarasin & Partners LLP added to a holding in HDFC Bank Ltd by 34.03%. The purchase prices were between $69.22 and $78.85, with an estimated average price of $74.18. The stock is now traded at around $77.540000. The impact to a portfolio due to this purchase was 0.57%. The holding were 3,046,735 shares as of 2021-09-30.

Added: Facebook Inc (FB)

Sarasin & Partners LLP added to a holding in Facebook Inc by 36.19%. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $324.610000. The impact to a portfolio due to this purchase was 0.19%. The holding were 210,919 shares as of 2021-09-30.

Added: Weyerhaeuser Co (WY)

Sarasin & Partners LLP added to a holding in Weyerhaeuser Co by 75.88%. The purchase prices were between $32.95 and $37.26, with an estimated average price of $35.04. The stock is now traded at around $37.140000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,024,432 shares as of 2021-09-30.

Added: Under Armour Inc (UAA)

Sarasin & Partners LLP added to a holding in Under Armour Inc by 43.70%. The purchase prices were between $18.9 and $25.77, with an estimated average price of $22.11. The stock is now traded at around $20.680000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,504,414 shares as of 2021-09-30.

Added: PayPal Holdings Inc (PYPL)

Sarasin & Partners LLP added to a holding in PayPal Holdings Inc by 34.95%. The purchase prices were between $259 and $308.53, with an estimated average price of $283.9. The stock is now traded at around $240.400000. The impact to a portfolio due to this purchase was 0.13%. The holding were 196,597 shares as of 2021-09-30.

Sold Out: Zebra Technologies Corp (ZBRA)

Sarasin & Partners LLP sold out a holding in Zebra Technologies Corp. The sale prices were between $506.91 and $590.6, with an estimated average price of $557.52.

Sold Out: Alteryx Inc (AYX)

Sarasin & Partners LLP sold out a holding in Alteryx Inc. The sale prices were between $68.51 and $85.07, with an estimated average price of $75.4.



Here is the complete portfolio of Sarasin & Partners LLP. Also check out:

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