ARGA Investment Management, LP Buys Cognizant Technology Solutions Corp, CNH Industrial NV, Kulicke & Soffa Industries Inc, Sells ICICI Bank, Silicon Motion Technology Corp, Petroleo Brasileiro SA Petrobras

Stamford, CT, based Investment company ARGA Investment Management, LP buys Cognizant Technology Solutions Corp, CNH Industrial NV, Kulicke & Soffa Industries Inc, Abbott Laboratories, Tapestry Inc, UBS Group AG, Accenture PLC, Allergan PLC, Linde PLC, sells ICICI Bank, Silicon Motion Technology Corp, Petroleo Brasileiro SA Petrobras, Liberty Global PLC, Canadian Pacific Railway, Danaher Corp, BP PLC, Nutrien, Newmont Goldcorp Corp, Alphabet Inc, Molson Coors Brewing Co, Rogers Communications Inc, Liberty Latin America, Capri Holdings, Mondelez International Inc, Infosys, Cheesecake Factory Inc, Baidu Inc, Advance Auto Parts Inc, ON Semiconductor Corp, Yum China Holdings Inc, Enel Americas SA, MetLife Inc, Tahoe Resources Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, ARGA Investment Management, LP. As of 2019Q1, ARGA Investment Management, LP owns 67 stocks with a total value of $667 million. These are the details of the buys and sells.

For the details of ARGA Investment Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/arga+investment+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of ARGA Investment Management, LP
  1. ICICI Bank Ltd (IBN) - 12,393,180 shares, 21.28% of the total portfolio. Shares reduced by 26.86%
  2. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 2,232,300 shares, 13.70% of the total portfolio. Shares added by 2.30%
  3. Canadian Natural Resources Ltd (CNQ) - 2,388,024 shares, 9.84% of the total portfolio. Shares reduced by 2.11%
  4. Silicon Motion Technology Corp (SIMO) - 1,351,790 shares, 8.03% of the total portfolio. Shares reduced by 29.67%
  5. Cognizant Technology Solutions Corp (CTSH) - 508,925 shares, 5.52% of the total portfolio. Shares added by 1754.01%
New Purchase: Kulicke & Soffa Industries Inc (KLIC)

ARGA Investment Management, LP initiated holding in Kulicke & Soffa Industries Inc. The purchase prices were between $19.12 and $23.83, with an estimated average price of $22.09. The stock is now traded at around $23.00. The impact to a portfolio due to this purchase was 3.24%. The holding were 979,169 shares as of .

New Purchase: Accenture PLC (ACN)

ARGA Investment Management, LP initiated holding in Accenture PLC. The purchase prices were between $135.79 and $176.02, with an estimated average price of $156.8. The stock is now traded at around $181.31. The impact to a portfolio due to this purchase was 0.13%. The holding were 5,025 shares as of .

New Purchase: Allergan PLC (AGN)

ARGA Investment Management, LP initiated holding in Allergan PLC. The purchase prices were between $132.09 and $160.79, with an estimated average price of $144.95. The stock is now traded at around $144.67. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,150 shares as of .

New Purchase: Linde PLC (LIN)

ARGA Investment Management, LP initiated holding in Linde PLC. The purchase prices were between $152.29 and $176.63, with an estimated average price of $165.92. The stock is now traded at around $178.02. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,278 shares as of .

Added: Cognizant Technology Solutions Corp (CTSH)

ARGA Investment Management, LP added to a holding in Cognizant Technology Solutions Corp by 1754.01%. The purchase prices were between $61.1 and $74.5, with an estimated average price of $69.91. The stock is now traded at around $72.19. The impact to a portfolio due to this purchase was 5.22%. The holding were 508,925 shares as of .

Added: CNH Industrial NV (CNHI)

ARGA Investment Management, LP added to a holding in CNH Industrial NV by 16789.87%. The purchase prices were between $8.78 and $11.01, with an estimated average price of $10.27. The stock is now traded at around $10.87. The impact to a portfolio due to this purchase was 3.66%. The holding were 2,415,251 shares as of .

Added: Abbott Laboratories (ABT)

ARGA Investment Management, LP added to a holding in Abbott Laboratories by 146.45%. The purchase prices were between $66.22 and $80.06, with an estimated average price of $74.34. The stock is now traded at around $78.59. The impact to a portfolio due to this purchase was 0.18%. The holding were 26,000 shares as of .

Added: Tapestry Inc (TPR)

ARGA Investment Management, LP added to a holding in Tapestry Inc by 108.89%. The purchase prices were between $30.93 and $39.31, with an estimated average price of $35.08. The stock is now traded at around $31.14. The impact to a portfolio due to this purchase was 0.14%. The holding were 55,200 shares as of .

Added: UBS Group AG (UBS)

ARGA Investment Management, LP added to a holding in UBS Group AG by 221.85%. The purchase prices were between $11.85 and $13.61, with an estimated average price of $12.68. The stock is now traded at around $13.39. The impact to a portfolio due to this purchase was 0.14%. The holding were 113,537 shares as of .

Sold Out: Danaher Corp (DHR)

ARGA Investment Management, LP sold out a holding in Danaher Corp. The sale prices were between $97.62 and $132.29, with an estimated average price of $115.24.

Sold Out: Molson Coors Brewing Co (TAP)

ARGA Investment Management, LP sold out a holding in Molson Coors Brewing Co. The sale prices were between $56.16 and $66.61, with an estimated average price of $61.67.

Sold Out: Alphabet Inc (GOOGL)

ARGA Investment Management, LP sold out a holding in Alphabet Inc. The sale prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35.

Sold Out: Rogers Communications Inc (RCI)

ARGA Investment Management, LP sold out a holding in Rogers Communications Inc. The sale prices were between $51.16 and $55.72, with an estimated average price of $53.89.

Sold Out: Cheesecake Factory Inc (CAKE)

ARGA Investment Management, LP sold out a holding in Cheesecake Factory Inc. The sale prices were between $42.06 and $48.92, with an estimated average price of $45.95.

Sold Out: Yum China Holdings Inc (YUMC)

ARGA Investment Management, LP sold out a holding in Yum China Holdings Inc. The sale prices were between $32.88 and $44.91, with an estimated average price of $39.27.



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