- Added Positions: MMC, TJX, ZBH,
- Reduced Positions: HCA, GOOGL, ORCL, AXP, IQV, BK, CHTR, UNH, BDX, GWW, AON, LHX, STT, MDT, HSIC, SYY, FIS, FISV, USFD, ARW, FTDR,
- Sold Out: WLTW,
For the details of Longview Partners (Guernsey) LTD's stock buys and sells, go to https://www.gurufocus.com/guru/longview+partners+%28guernsey%29+ltd/current-portfolio/portfolio
These are the top 5 holdings of Longview Partners (Guernsey) LTD- Aon PLC (AON) - 2,953,887 shares, 5.32% of the total portfolio. Shares reduced by 15.04%
- IQVIA Holdings Inc (IQV) - 3,503,494 shares, 5.29% of the total portfolio. Shares reduced by 17.13%
- HCA Healthcare Inc (HCA) - 3,383,973 shares, 5.18% of the total portfolio. Shares reduced by 27.53%
- Bank of New York Mellon Corp (BK) - 15,457,867 shares, 5.05% of the total portfolio. Shares reduced by 15.4%
- Oracle Corp (ORCL) - 9,131,198 shares, 5.02% of the total portfolio. Shares reduced by 24.72%
Longview Partners (Guernsey) LTD added to a holding in Marsh & McLennan Companies Inc by 131.49%. The purchase prices were between $139.04 and $160.48, with an estimated average price of $151.24. The stock is now traded at around $166.700000. The impact to a portfolio due to this purchase was 2.58%. The holding were 4,765,627 shares as of 2021-09-30.
Added: TJX Companies Inc (TJX)Longview Partners (Guernsey) LTD added to a holding in TJX Companies Inc by 55.84%. The purchase prices were between $65.03 and $75.81, with an estimated average price of $69.81. The stock is now traded at around $68.800000. The impact to a portfolio due to this purchase was 1.46%. The holding were 9,796,864 shares as of 2021-09-30.
Added: Zimmer Biomet Holdings Inc (ZBH)Longview Partners (Guernsey) LTD added to a holding in Zimmer Biomet Holdings Inc by 110.93%. The purchase prices were between $140.44 and $163.52, with an estimated average price of $151.62. The stock is now traded at around $132.380000. The impact to a portfolio due to this purchase was 1.18%. The holding were 2,426,348 shares as of 2021-09-30.
Sold Out: Willis Towers Watson PLC (WLTW)Longview Partners (Guernsey) LTD sold out a holding in Willis Towers Watson PLC. The sale prices were between $201.6 and $236.75, with an estimated average price of $222.83.
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