Marathon Asset Management Llp Buys Wells Fargo, Coca-Cola European Partners PLC, Tanger Factory Outlet Centers Inc, Sells McDonald's Corp, Clean Harbors Inc, Colgate-Palmolive Co

London, X0, based Investment company Marathon Asset Management Llp (current portfolio) buys Wells Fargo, Coca-Cola European Partners PLC, Tanger Factory Outlet Centers Inc, Visteon Corp, TE Connectivity, sells McDonald's Corp, Clean Harbors Inc, Colgate-Palmolive Co, The Hershey Co, Aflac Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Marathon Asset Management Llp. As of 2019Q2, Marathon Asset Management Llp owns 102 stocks with a total value of $7.8 billion. These are the details of the buys and sells.

For the details of MARATHON ASSET MANAGEMENT LLP's stock buys and sells, go to https://www.gurufocus.com/guru/marathon+asset+management+llp/current-portfolio/portfolioportfolio

These are the top 5 holdings of MARATHON ASSET MANAGEMENT LLP
  1. Johnson & Johnson (JNJ) - 2,047,022 shares, 3.66% of the total portfolio. Shares reduced by 0.67%
  2. Oracle Corp (ORCL) - 4,669,094 shares, 3.42% of the total portfolio. Shares added by 1.20%
  3. Wells Fargo & Co (WFC) - 4,538,378 shares, 2.76% of the total portfolio. Shares added by 51.87%
  4. The Travelers Companies Inc (TRV) - 1,350,779 shares, 2.59% of the total portfolio. Shares reduced by 15.08%
  5. Merck & Co Inc (MRK) - 2,321,040 shares, 2.52% of the total portfolio. Shares reduced by 2.06%
New Purchase: Coca-Cola European Partners PLC (CCEP)

Marathon Asset Management Llp initiated holding in Coca-Cola European Partners PLC. The purchase prices were between $50.84 and $58.24, with an estimated average price of $54.63. The stock is now traded at around $57.55. The impact to a portfolio due to this purchase was 0.91%. The holding were 1,261,021 shares as of .

New Purchase: Tanger Factory Outlet Centers Inc (SKT)

Marathon Asset Management Llp initiated holding in Tanger Factory Outlet Centers Inc. The purchase prices were between $15.53 and $20.52, with an estimated average price of $18.04. The stock is now traded at around $16.49. The impact to a portfolio due to this purchase was 0.49%. The holding were 2,338,177 shares as of .

New Purchase: Visteon Corp (VC)

Marathon Asset Management Llp initiated holding in Visteon Corp. The purchase prices were between $44.51 and $82.6, with an estimated average price of $61.17. The stock is now traded at around $56.15. The impact to a portfolio due to this purchase was 0.48%. The holding were 635,353 shares as of .

New Purchase: Pricesmart Inc (PSMT)

Marathon Asset Management Llp initiated holding in Pricesmart Inc. The purchase prices were between $48.6 and $64.69, with an estimated average price of $55.82. The stock is now traded at around $60.82. The impact to a portfolio due to this purchase was 0.19%. The holding were 285,677 shares as of .

Added: Wells Fargo & Co (WFC)

Marathon Asset Management Llp added to a holding in Wells Fargo & Co by 51.87%. The purchase prices were between $44.37 and $49.17, with an estimated average price of $46.77. The stock is now traded at around $46.66. The impact to a portfolio due to this purchase was 0.94%. The holding were 4,538,378 shares as of .

Added: TE Connectivity Ltd (TEL)

Marathon Asset Management Llp added to a holding in TE Connectivity Ltd by 97.42%. The purchase prices were between $83.66 and $95.94, with an estimated average price of $90.16. The stock is now traded at around $93.71. The impact to a portfolio due to this purchase was 0.45%. The holding were 750,622 shares as of .

Added: Fastenal Co (FAST)

Marathon Asset Management Llp added to a holding in Fastenal Co by 112.47%. The purchase prices were between $30.38 and $35.68, with an estimated average price of $32.98. The stock is now traded at around $31.00. The impact to a portfolio due to this purchase was 0.39%. The holding were 1,751,542 shares as of .

Added: National Oilwell Varco Inc (NOV)

Marathon Asset Management Llp added to a holding in National Oilwell Varco Inc by 94.50%. The purchase prices were between $20 and $29.33, with an estimated average price of $24.18. The stock is now traded at around $21.65. The impact to a portfolio due to this purchase was 0.3%. The holding were 2,151,888 shares as of .

Added: 3M Co (MMM)

Marathon Asset Management Llp added to a holding in 3M Co by 24.01%. The purchase prices were between $159.75 and $219.5, with an estimated average price of $184.37. The stock is now traded at around $171.48. The impact to a portfolio due to this purchase was 0.21%. The holding were 478,319 shares as of .

Added: Univar Inc (UNVR)

Marathon Asset Management Llp added to a holding in Univar Inc by 92.09%. The purchase prices were between $20.01 and $22.94, with an estimated average price of $21.85. The stock is now traded at around $21.32. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,448,183 shares as of .

Sold Out: McDonald's Corp (MCD)

Marathon Asset Management Llp sold out a holding in McDonald's Corp. The sale prices were between $188.35 and $207.66, with an estimated average price of $198.03.

Sold Out: Clean Harbors Inc (CLH)

Marathon Asset Management Llp sold out a holding in Clean Harbors Inc. The sale prices were between $63.85 and $76, with an estimated average price of $69.62.

Sold Out: eBay Inc (EBAY)

Marathon Asset Management Llp sold out a holding in eBay Inc. The sale prices were between $35.62 and $40.13, with an estimated average price of $37.54.



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