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River & Mercantile Asset Management Llp Buys Baidu Inc, Facebook Inc, Alphabet Inc, Sells Apache Corp, Chesapeake Energy Corp, Marathon Oil Corp

London, X0, based Investment company River & Mercantile Asset Management Llp (Current Portfolio) buys Baidu Inc, Facebook Inc, Alphabet Inc, UnitedHealth Group Inc, Ctrip.com International, sells Apache Corp, Chesapeake Energy Corp, Marathon Oil Corp, Blue Apron Holdings Inc, Coty Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, River & Mercantile Asset Management Llp. As of 2019Q2, River & Mercantile Asset Management Llp owns 132 stocks with a total value of $1.4 billion. These are the details of the buys and sells.

For the details of RIVER & MERCANTILE ASSET MANAGEMENT LLP's stock buys and sells, go to https://www.gurufocus.com/guru/river+%26+mercantile+asset+management+llp/current-portfolio/portfolio

These are the top 5 holdings of RIVER & MERCANTILE ASSET MANAGEMENT LLP
  1. Citigroup Inc (C) - 2,262,616 shares, 11.06% of the total portfolio. Shares reduced by 7.45%
  2. Baidu Inc (BIDU) - 1,210,132 shares, 9.92% of the total portfolio. Shares added by 20.79%
  3. McKesson Corp (MCK) - 551,337 shares, 5.17% of the total portfolio. Shares added by 3.32%
  4. Facebook Inc (FB) - 178,804 shares, 2.41% of the total portfolio. Shares added by 60.93%
  5. Alphabet Inc (GOOGL) - 26,968 shares, 2.04% of the total portfolio. Shares added by 51.18%
New Purchase: Ctrip.com International Ltd (CTRP)

River & Mercantile Asset Management Llp initiated holding in Ctrip.com International Ltd. The purchase prices were between $33.47 and $46.01, with an estimated average price of $39.46. The stock is now traded at around $34.17. The impact to a portfolio due to this purchase was 0.46%. The holding were 178,780 shares as of .

New Purchase: Qualcomm Inc (QCOM)

River & Mercantile Asset Management Llp initiated holding in Qualcomm Inc. The purchase prices were between $55.9 and $89.29, with an estimated average price of $73.23. The stock is now traded at around $78.71. The impact to a portfolio due to this purchase was 0.42%. The holding were 78,590 shares as of .

New Purchase: Vanguard S&P 500 ETF (VOO)

River & Mercantile Asset Management Llp initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $252.12 and $271.73, with an estimated average price of $264.51. The stock is now traded at around $273.87. The impact to a portfolio due to this purchase was 0.28%. The holding were 15,020 shares as of .

New Purchase: Oracle Corp (ORCL)

River & Mercantile Asset Management Llp initiated holding in Oracle Corp. The purchase prices were between $50.24 and $56.99, with an estimated average price of $54.1. The stock is now traded at around $55.47. The impact to a portfolio due to this purchase was 0.17%. The holding were 42,200 shares as of .

New Purchase: Petroleo Brasileiro SA Petrobras (PBR)

River & Mercantile Asset Management Llp initiated holding in Petroleo Brasileiro SA Petrobras. The purchase prices were between $13.46 and $16.99, with an estimated average price of $15.24. The stock is now traded at around $14.61. The impact to a portfolio due to this purchase was 0.06%. The holding were 55,500 shares as of .

New Purchase: WNS (Holdings) Ltd (WNS)

River & Mercantile Asset Management Llp initiated holding in WNS (Holdings) Ltd. The purchase prices were between $53.41 and $59.2, with an estimated average price of $56.18. The stock is now traded at around $59.27. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,800 shares as of .

Added: Baidu Inc (BIDU)

River & Mercantile Asset Management Llp added to a holding in Baidu Inc by 20.79%. The purchase prices were between $107.78 and $184.77, with an estimated average price of $142.43. The stock is now traded at around $110.40. The impact to a portfolio due to this purchase was 1.71%. The holding were 1,210,132 shares as of .

Added: Facebook Inc (FB)

River & Mercantile Asset Management Llp added to a holding in Facebook Inc by 60.93%. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $186.17. The impact to a portfolio due to this purchase was 0.91%. The holding were 178,804 shares as of .

Added: Alphabet Inc (GOOGL)

River & Mercantile Asset Management Llp added to a holding in Alphabet Inc by 51.18%. The purchase prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78. The stock is now traded at around $1205.70. The impact to a portfolio due to this purchase was 0.69%. The holding were 26,968 shares as of .

Added: UnitedHealth Group Inc (UNH)

River & Mercantile Asset Management Llp added to a holding in UnitedHealth Group Inc by 199.55%. The purchase prices were between $216.84 and $252.28, with an estimated average price of $240.34. The stock is now traded at around $232.46. The impact to a portfolio due to this purchase was 0.48%. The holding were 42,512 shares as of .

Added: Booking Holdings Inc (BKNG)

River & Mercantile Asset Management Llp added to a holding in Booking Holdings Inc by 127.40%. 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 $2018.76. The impact to a portfolio due to this purchase was 0.45%. The holding were 6,092 shares as of .

Added: The Kraft Heinz Co (KHC)

River & Mercantile Asset Management Llp added to a holding in The Kraft Heinz Co by 321.91%. The purchase prices were between $27.4 and $33.27, with an estimated average price of $31.54. The stock is now traded at around $28.96. The impact to a portfolio due to this purchase was 0.37%. The holding were 219,940 shares as of .

Sold Out: Apache Corp (APA)

River & Mercantile Asset Management Llp sold out a holding in Apache Corp. The sale prices were between $26.07 and $37.09, with an estimated average price of $31.11.

Sold Out: Chesapeake Energy Corp (CHK)

River & Mercantile Asset Management Llp sold out a holding in Chesapeake Energy Corp. The sale prices were between $1.76 and $3.44, with an estimated average price of $2.5.

Sold Out: Marathon Oil Corp (MRO)

River & Mercantile Asset Management Llp sold out a holding in Marathon Oil Corp. The sale prices were between $12.98 and $18.78, with an estimated average price of $15.48.

Sold Out: Coty Inc (COTY)

River & Mercantile Asset Management Llp sold out a holding in Coty Inc. The sale prices were between $10.82 and $13.73, with an estimated average price of $12.29.

Sold Out: Loma Negra Cia Industria Argentina SA (LOMA)

River & Mercantile Asset Management Llp sold out a holding in Loma Negra Cia Industria Argentina SA. The sale prices were between $9.07 and $12.04, with an estimated average price of $10.53.

Sold Out: Blackstone Group Inc (BX)

River & Mercantile Asset Management Llp sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.

Reduced: Blue Apron Holdings Inc (APRN)

River & Mercantile Asset Management Llp reduced to a holding in Blue Apron Holdings Inc by 93.29%. The sale prices were between $6.38 and $17.25, with an estimated average price of $12.14. The stock is now traded at around $7.91. The impact to a portfolio due to this sale was -0.46%. River & Mercantile Asset Management Llp still held 485,911 shares as of .

Reduced: Vanguard S&P Mid-Cap 400 ETF (IVOO)

River & Mercantile Asset Management Llp reduced to a holding in Vanguard S&P Mid-Cap 400 ETF by 23.26%. The sale prices were between $121.77 and $133.19, with an estimated average price of $128.96. The stock is now traded at around $131.10. The impact to a portfolio due to this sale was -0.27%. River & Mercantile Asset Management Llp still held 100,090 shares as of .

Reduced: Snap Inc (SNAP)

River & Mercantile Asset Management Llp reduced to a holding in Snap Inc by 36.57%. The sale prices were between $10.11 and $14.86, with an estimated average price of $12.21. The stock is now traded at around $15.02. The impact to a portfolio due to this sale was -0.25%. River & Mercantile Asset Management Llp still held 559,054 shares as of .

Reduced: MercadoLibre Inc (MELI)

River & Mercantile Asset Management Llp reduced to a holding in MercadoLibre Inc by 36.43%. The sale prices were between $482.35 and $641.39, with an estimated average price of $556.12. The stock is now traded at around $549.17. The impact to a portfolio due to this sale was -0.24%. River & Mercantile Asset Management Llp still held 11,759 shares as of .

Reduced: Legg Mason Inc-LeggMason RETAIL (LM)

River & Mercantile Asset Management Llp reduced to a holding in Legg Mason Inc-LeggMason RETAIL by 46.24%. The sale prices were between $28.07 and $38.28, with an estimated average price of $34.57. The stock is now traded at around $39.74. The impact to a portfolio due to this sale was -0.22%. River & Mercantile Asset Management Llp still held 131,319 shares as of .

Reduced: Greenlight Capital Re Ltd (GLRE)

River & Mercantile Asset Management Llp reduced to a holding in Greenlight Capital Re Ltd by 40.31%. The sale prices were between $8.32 and $12.37, with an estimated average price of $10.3. The stock is now traded at around $10.70. The impact to a portfolio due to this sale was -0.18%. River & Mercantile Asset Management Llp still held 348,208 shares as of .



Here is the complete portfolio of RIVER & MERCANTILE ASSET MANAGEMENT LLP. Also check out:

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3. RIVER & MERCANTILE ASSET MANAGEMENT LLP's High Yield stocks
4. Stocks that RIVER & MERCANTILE ASSET MANAGEMENT LLP keeps buying

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