Investec Asset Management (PTY) Ltd Buys Microsoft Corp, UnitedHealth Group Inc, Simon Property Group Inc, Sells Broadcom Inc, ON Semiconductor Corp, Baidu Inc

Investment company Investec Asset Management (PTY) Ltd buys Microsoft Corp, UnitedHealth Group Inc, Simon Property Group Inc, Sun Communities Inc, CBS Corp, Ventas Inc, Equity Residential, Scorpio Tankers Inc, Dell Technologies Inc, Tiffany, Chevron Corp, sells Broadcom Inc, ON Semiconductor Corp, Baidu Inc, Fox Corp, American Tower Corp, Kimco Realty Corp, Brixmor Property Group Inc, DowDuPont Inc, Eastman Chemical Co during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Investec Asset Management (PTY) Ltd. As of 2019Q1, Investec Asset Management (PTY) Ltd owns 107 stocks with a total value of $189 million. These are the details of the buys and sells.

For the details of Investec Asset Management (PTY) Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/investec+asset+management+%28pty%29+ltd/current-portfolio/portfolio

These are the top 5 holdings of Investec Asset Management (PTY) Ltd
  1. Berkshire Hathaway Inc (BRK.A) - 91 shares, 14.48% of the total portfolio.
  2. Johnson & Johnson (JNJ) - 183,892 shares, 13.54% of the total portfolio. Shares reduced by 6.39%
  3. Alphabet Inc (GOOGL) - 4,104 shares, 2.54% of the total portfolio. Shares added by 2.88%
  4. Microsoft Corp (MSFT) - 38,543 shares, 2.39% of the total portfolio. Shares added by 169.32%
  5. Amazon.com Inc (AMZN) - 2,356 shares, 2.22% of the total portfolio. Shares reduced by 14.76%
New Purchase: Dell Technologies Inc (DELL)

Investec Asset Management (PTY) Ltd initiated holding in Dell Technologies Inc. The purchase prices were between $42.62 and $60.71, with an estimated average price of $51.87. The stock is now traded at around $65.00. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,996 shares as of .

Added: Microsoft Corp (MSFT)

Investec Asset Management (PTY) Ltd added to a holding in Microsoft Corp by 169.32%. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $125.44. The impact to a portfolio due to this purchase was 1.5%. The holding were 38,543 shares as of .

Added: UnitedHealth Group Inc (UNH)

Investec Asset Management (PTY) Ltd added to a holding in UnitedHealth Group Inc by 20.78%. The purchase prices were between $236.02 and $271.13, with an estimated average price of $255.35. The stock is now traded at around $230.58. The impact to a portfolio due to this purchase was 0.31%. The holding were 13,834 shares as of .

Added: Simon Property Group Inc (SPG)

Investec Asset Management (PTY) Ltd added to a holding in Simon Property Group Inc by 26.89%. The purchase prices were between $164.87 and $185.85, with an estimated average price of $177.62. The stock is now traded at around $176.61. The impact to a portfolio due to this purchase was 0.29%. The holding were 14,157 shares as of .

Added: Sun Communities Inc (SUI)

Investec Asset Management (PTY) Ltd added to a holding in Sun Communities Inc by 47.03%. The purchase prices were between $97.79 and $118.88, with an estimated average price of $110.98. The stock is now traded at around $119.60. The impact to a portfolio due to this purchase was 0.23%. The holding were 11,255 shares as of .

Added: CBS Corp (CBS)

Investec Asset Management (PTY) Ltd added to a holding in CBS Corp by 27.09%. The purchase prices were between $43.72 and $51.69, with an estimated average price of $48.68. The stock is now traded at around $51.34. The impact to a portfolio due to this purchase was 0.21%. The holding were 39,068 shares as of .

Added: Ventas Inc (VTR)

Investec Asset Management (PTY) Ltd added to a holding in Ventas Inc by 56.67%. The purchase prices were between $56.92 and $65.25, with an estimated average price of $62.44. The stock is now traded at around $58.39. The impact to a portfolio due to this purchase was 0.17%. The holding were 14,100 shares as of .

Sold Out: Broadcom Inc (AVGO)

Investec Asset Management (PTY) Ltd sold out a holding in Broadcom Inc. The sale prices were between $230.96 and $300.71, with an estimated average price of $270.85.

Sold Out: ON Semiconductor Corp (ON)

Investec Asset Management (PTY) Ltd sold out a holding in ON Semiconductor Corp. The sale prices were between $15.65 and $22.97, with an estimated average price of $20.57.

Sold Out: Baidu Inc (BIDU)

Investec Asset Management (PTY) Ltd sold out a holding in Baidu Inc. The sale prices were between $154.71 and $176.23, with an estimated average price of $167.33.

Sold Out: Fox Corp (FOXA)

Investec Asset Management (PTY) Ltd sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.

Sold Out: Brixmor Property Group Inc (BRX)

Investec Asset Management (PTY) Ltd sold out a holding in Brixmor Property Group Inc. The sale prices were between $14.17 and $18.48, with an estimated average price of $17.01.

Sold Out: DowDuPont Inc (DWDP)

Investec Asset Management (PTY) Ltd sold out a holding in DowDuPont Inc. The sale prices were between $34.76 and $39.85, with an estimated average price of $36.86.



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