- New Purchases: DELL,
- Added Positions: MSFT, UNH, BKNG, SPG, SUI, CBS, EQR, VTR, STNG, GOOGL, C, PYPL, VMW, REZI, MRK, PLNT, BAC, NOMD, STOR, GLPI, ZBH, BPOP, DAL, TMO, CARS, CHE, WP, CME, ALLY, DLR, WYND, NICE, NTAP, PRSP, DOC, V, VRSN, VLO, TSN, MOS, MS, STAY, ARE, CMCSA, HON, AMH, HPP, INFY, DXC, LNC, LRCX, JEC, ALXN, AMCX, BXP, CVX, WH, CONE, WBT, TIF, REXR, MCO, HES, ITUB, PM, HST, INTU, RTN, EHC, CSCO, HAS, ETR,
- Reduced Positions: JNJ, AMT, AMZN, KIM, PLD, AVB, ESS, MAA, MMM, AAPL, LLY,
- Sold Out: AVGO, ON, BIDU, FOXA, BRX, DWDP, EMN,
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- Berkshire Hathaway Inc (BRK.A) - 91 shares, 14.48% of the total portfolio.
- Johnson & Johnson (JNJ) - 183,892 shares, 13.54% of the total portfolio. Shares reduced by 6.39%
- Alphabet Inc (GOOGL) - 4,104 shares, 2.54% of the total portfolio. Shares added by 2.88%
- Microsoft Corp (MSFT) - 38,543 shares, 2.39% of the total portfolio. Shares added by 169.32%
- Amazon.com Inc (AMZN) - 2,356 shares, 2.22% of the total portfolio. Shares reduced by 14.76%
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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