Sarasin & Partners LLP Buys Microsoft Corp, Aramark, SVB Financial Group, Sells Air Products & Chemicals Inc, 3M Co, Union Pacific Corp

• New Purchases: CTXS,
• Added Positions: MSFT, ARMK, DE, SIVB, NKE, UPS, KAR, CL, AMGN, NOW, COST, GOOG, EQIX, TXN, MAR, MIDD, SCI, PLAY, IFF, BKNG, BABA, CF, MOS, HD, NEE, MA, AMZN, TSM, AGCO, IBA, CHTR, CCI, EBAY, VNQ, COLD, C, WBT, FRC, KO, UGP, IBN, CNK, GLD, PYPL, MSCI, BND, AGG,
• Reduced Positions: APD, MMM, UNP, BXP, BLK, ECL, CME, ERJ, SPG, ACC, EL, PLD, TIP, ESS,
• Sold Out: EXR,

For the details of Sarasin & Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/sarasin+%26+partners+llp/current-portfolio/portfolio

1. Mastercard Inc (MA) - 1,046,218 shares, 4.74% of the total portfolio. Shares added by 1.15%
2. Equinix Inc (EQIX) - 443,596 shares, 3.87% of the total portfolio. Shares added by 3.12%
3. Deere & Co (DE) - 1,246,291 shares, 3.84% of the total portfolio. Shares added by 12.59%
4. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 4,705,220 shares, 3.71% of the total portfolio. Shares added by 1.06%
5. JPMorgan Chase & Co (JPM) - 1,890,728 shares, 3.68% of the total portfolio. Shares added by 0.65%

Sarasin & Partners LLP initiated holding in Citrix Systems Inc. The purchase prices were between $99.1 and $108.74, with an estimated average price of $103.8. The stock is now traded at around $97.19. The impact to a portfolio due to this purchase was 0.12%. The holding were 62,764 shares as of .

Sarasin & Partners LLP added to a holding in Microsoft Corp by 366.89%. 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 $127.13. The impact to a portfolio due to this purchase was 0.94%. The holding were 526,854 shares as of .

Sarasin & Partners LLP added to a holding in Aramark by 84.55%. The purchase prices were between $28.68 and $33.81, with an estimated average price of $31.01. The stock is now traded at around $31.32. The impact to a portfolio due to this purchase was 0.56%. The holding were 2,139,179 shares as of .

Sarasin & Partners LLP added to a holding in SVB Financial Group by 29.62%. The purchase prices were between $189.64 and $250.81, with an estimated average price of $232.36. The stock is now traded at around $247.89. The impact to a portfolio due to this purchase was 0.27%. The holding were 276,161 shares as of .

Sarasin & Partners LLP added to a holding in Nike Inc by 92.73%. The purchase prices were between $72.75 and $88.01, with an estimated average price of $82.38. The stock is now traded at around $83.95. The impact to a portfolio due to this purchase was 0.26%. The holding were 337,746 shares as of .

Sarasin & Partners LLP added to a holding in United Parcel Service Inc by 24.43%. The purchase prices were between $94.45 and $112.13, with an estimated average price of $105.93. The stock is now traded at around $100.63. The impact to a portfolio due to this purchase was 0.24%. The holding were 556,629 shares as of .

Sarasin & Partners LLP added to a holding in The Middleby Corp by 55.24%. The purchase prices were between $100.7 and $130.88, with an estimated average price of $119.83. The stock is now traded at around $135.61. The impact to a portfolio due to this purchase was 0.11%. The holding were 120,000 shares as of .

Sarasin & Partners LLP sold out a holding in Extra Space Storage Inc. The sale prices were between $87.44 and $102.76, with an estimated average price of $95.96.