- New Purchases: AVY,
- Added Positions: APH, CERN, UNH, MSFT, LH, BRK.B, XYL, CTSH, TMO, MA, GOOGL, GOOG,
- Reduced Positions: FISV, CVS, JNJ, MCO, NTRS, KO, DIS,
- Sold Out: T, BA, ROP, BF.B, USB, SBUX, KHC,
For the details of Veritas Investment Management LLP's stock buys and sells, go to https://www.gurufocus.com/guru/veritas+investment+management+llp/current-portfolio/portfolio
These are the top 5 holdings of Veritas Investment Management LLP- Microsoft Corp (MSFT) - 920,773 shares, 10.62% of the total portfolio. Shares added by 4.21%
- Thermo Fisher Scientific Inc (TMO) - 385,040 shares, 10.30% of the total portfolio. Shares added by 1.67%
- UnitedHealth Group Inc (UNH) - 404,323 shares, 9.78% of the total portfolio. Shares added by 4.68%
- Mastercard Inc (MA) - 375,983 shares, 8.65% of the total portfolio. Shares added by 1.55%
- Berkshire Hathaway Inc (BRK.B) - 372,470 shares, 7.32% of the total portfolio. Shares added by 3.89%
Veritas Investment Management LLP initiated holding in Avery Dennison Corp. The purchase prices were between $87.07 and $113.02, with an estimated average price of $103.01. The stock is now traded at around $107.27. The impact to a portfolio due to this purchase was 4.97%. The holding were 449,828 shares as of .
Added: Amphenol Corp (APH)Veritas Investment Management LLP added to a holding in Amphenol Corp by 17851.75%. The purchase prices were between $75.07 and $96.56, with an estimated average price of $89.24. The stock is now traded at around $96.55. The impact to a portfolio due to this purchase was 3.78%. The holding were 411,095 shares as of .
Sold Out: Boeing Co (BA)Veritas Investment Management LLP sold out a holding in Boeing Co. The sale prices were between $310.9 and $440.62, with an estimated average price of $384.16.
Sold Out: Roper Technologies Inc (ROP)Veritas Investment Management LLP sold out a holding in Roper Technologies Inc. The sale prices were between $258.8 and $341.97, with an estimated average price of $302.79.
Sold Out: AT&T Inc (T)Veritas Investment Management LLP sold out a holding in AT&T Inc. The sale prices were between $28.54 and $31.4, with an estimated average price of $30.44.
Sold Out: US Bancorp (USB)Veritas Investment Management LLP sold out a holding in US Bancorp. The sale prices were between $45.7 and $52.45, with an estimated average price of $50.1.
Sold Out: Brown-Forman Corp (BF.B)Veritas Investment Management LLP sold out a holding in Brown-Forman Corp. The sale prices were between $45.35 and $52.78, with an estimated average price of $48.47.
Sold Out: The Kraft Heinz Co (KHC)Veritas Investment Management LLP sold out a holding in The Kraft Heinz Co. The sale prices were between $31.87 and $48.26, with an estimated average price of $41.
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