Bestinfond Buys Delivery Hero SE, Intesa Sanpaolo, BNP Paribas, Sells Lenta, GlaxoSmithKline PLC, Roche Holding AG

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Aug 08, 2019
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Investment company Bestinfond (Current Portfolio) buys Delivery Hero SE, Intesa Sanpaolo, BNP Paribas, Societe Generale SA, Booking Holdings Inc, sells Lenta, GlaxoSmithKline PLC, Roche Holding AG, Next PLC, Tapestry Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Bestinfond. As of 2019Q2, Bestinfond owns 95 stocks with a total value of $1.6 billion. These are the details of the buys and sells.

For the details of Bestinfond's stock buys and sells, go to https://www.gurufocus.com/guru/bestinfond/current-portfolio/portfolioportfolio

These are the top 5 holdings of Bestinfond
  1. Informa PLC (INF) - 9,323,196 shares, 5.37% of the total portfolio. Shares reduced by 1.54%
  2. Standard Chartered PLC (STAN) - 9,393,250 shares, 4.63% of the total portfolio. Shares added by 2.07%
  3. Delivery Hero SE (DHER) - 1,313,913 shares, 3.34% of the total portfolio. Shares added by 57.90%
  4. Dassault Aviation SA (AM) - 40,392 shares, 3.25% of the total portfolio.
  5. RELX PLC (REL) - 2,199,591 shares, 2.90% of the total portfolio. Shares reduced by 12.36%
New Purchase: Booking Holdings Inc (BKNG)

Bestinfond initiated holding in Booking Holdings Inc. The purchase prices were between $1650.46 and $1887.73, with an estimated average price of $1795.29. The stock is now traded at around $1941.01. The impact to a portfolio due to this purchase was 0.95%. The holding were 8,928 shares as of .

New Purchase: The Drilling Company of 1972 A/S (DRLCO)

Bestinfond initiated holding in The Drilling Company of 1972 A/S. The purchase prices were between $424.35 and $555, with an estimated average price of $483.94. The stock is now traded at around $414.00. The impact to a portfolio due to this purchase was 0.16%. The holding were 36,749 shares as of .

New Purchase: Landcadia Holdings II Inc (LCA)

Bestinfond initiated holding in Landcadia Holdings II Inc. The purchase prices were between $9.7 and $9.75, with an estimated average price of $9.74. The stock is now traded at around $9.74. The impact to a portfolio due to this purchase was 0.07%. The holding were 129,525 shares as of .

Added: Delivery Hero SE (DHER)

Bestinfond added to a holding in Delivery Hero SE by 57.90%. The purchase prices were between $33.44 and $42.84, with an estimated average price of $38.54. The stock is now traded at around $44.42. The impact to a portfolio due to this purchase was 1.22%. The holding were 1,313,913 shares as of .

Added: Intesa Sanpaolo (ISP)

Bestinfond added to a holding in Intesa Sanpaolo by 72.16%. The purchase prices were between $1.83 and $2.34, with an estimated average price of $2.08. The stock is now traded at around $1.91. The impact to a portfolio due to this purchase was 1.2%. The holding were 23,939,894 shares as of .

Added: BNP Paribas (BNP)

Bestinfond added to a holding in BNP Paribas by 71.15%. The purchase prices were between $40.46 and $48.99, with an estimated average price of $44.28. The stock is now traded at around $39.96. The impact to a portfolio due to this purchase was 1.06%. The holding were 958,894 shares as of .

Added: Societe Generale SA (GLE)

Bestinfond added to a holding in Societe Generale SA by 142.51%. The purchase prices were between $21.13 and $29.02, with an estimated average price of $25.08. The stock is now traded at around $22.10. The impact to a portfolio due to this purchase was 0.96%. The holding were 1,156,121 shares as of .

Added: FLSmidth & Co. A/S (FLS)

Bestinfond added to a holding in FLSmidth & Co. A/S by 66.51%. The purchase prices were between $256.4 and $334, with an estimated average price of $295.6. The stock is now traded at around $245.40. The impact to a portfolio due to this purchase was 0.95%. The holding were 938,653 shares as of .

Added: Just Eat PLC (JE.)

Bestinfond added to a holding in Just Eat PLC by 61.74%. The purchase prices were between $5.87 and $7.88, with an estimated average price of $6.69. The stock is now traded at around $7.90. The impact to a portfolio due to this purchase was 0.74%. The holding were 4,528,894 shares as of .

Sold Out: Lenta Ltd (LNTA)

Bestinfond sold out a holding in Lenta Ltd. The sale prices were between $3.15 and $3.6, with an estimated average price of $3.49.

Sold Out: GlaxoSmithKline PLC (GSK)

Bestinfond sold out a holding in GlaxoSmithKline PLC. The sale prices were between $15.02 and $16.07, with an estimated average price of $15.6.

Sold Out: Roche Holding AG (ROG)

Bestinfond sold out a holding in Roche Holding AG. The sale prices were between $258.05 and $280.65, with an estimated average price of $269.32.

Sold Out: Tapestry Inc (TPR)

Bestinfond sold out a holding in Tapestry Inc. The sale prices were between $28.36 and $34.45, with an estimated average price of $31.18.

Sold Out: Valmet Corp (VALMT)

Bestinfond sold out a holding in Valmet Corp. The sale prices were between $20.66 and $24.7, with an estimated average price of $22.93.

Sold Out: Kingfisher PLC (KGF)

Bestinfond sold out a holding in Kingfisher PLC. The sale prices were between $2.02 and $2.66, with an estimated average price of $2.34.

Reduced: Next PLC (NXT)

Bestinfond reduced to a holding in Next PLC by 69.36%. The sale prices were between $54.86 and $59.1, with an estimated average price of $56.99. The stock is now traded at around $58.78. The impact to a portfolio due to this sale was -0.83%. Bestinfond still held 91,228 shares as of .

Reduced: Rio Tinto PLC (RIO)

Bestinfond reduced to a holding in Rio Tinto PLC by 23.25%. The sale prices were between $43.59 and $48.81, with an estimated average price of $46.21. The stock is now traded at around $41.95. The impact to a portfolio due to this sale was -0.44%. Bestinfond still held 454,316 shares as of .

Reduced: Takeaway.com NV (TKWY)

Bestinfond reduced to a holding in Takeaway.com NV by 26.96%. The sale prices were between $69.6 and $82.9, with an estimated average price of $77.18. The stock is now traded at around $79.70. The impact to a portfolio due to this sale was -0.39%. Bestinfond still held 249,879 shares as of .

Reduced: Vestas Wind Systems A/S (VWS)

Bestinfond reduced to a holding in Vestas Wind Systems A/S by 40.87%. The sale prices were between $534.6 and $612.6, with an estimated average price of $578.23. The stock is now traded at around $550.20. The impact to a portfolio due to this sale was -0.37%. Bestinfond still held 112,129 shares as of .

Reduced: A. P. Moller Maersk A/S (MAERSK B)

Bestinfond reduced to a holding in A. P. Moller Maersk A/S by 25.84%. The sale prices were between $6922 and $8994, with an estimated average price of $8011.87. The stock is now traded at around $7020.00. The impact to a portfolio due to this sale was -0.34%. Bestinfond still held 15,642 shares as of .

Reduced: SAP SE (SAP)

Bestinfond reduced to a holding in SAP SE by 36.61%. The sale prices were between $98.38 and $120.76, with an estimated average price of $110.37. The stock is now traded at around $106.20. The impact to a portfolio due to this sale was -0.33%. Bestinfond still held 88,283 shares as of .



Here is the complete portfolio of Bestinfond. Also check out:

1. Bestinfond's Undervalued Stocks
2. Bestinfond's Top Growth Companies, and
3. Bestinfond's High Yield stocks
4. Stocks that Bestinfond keeps buying
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