Gavea Investimentos Ltda Buys Philip Morris International Inc, Vale SA, The Walt Disney Co, Sells Taiwan Semiconductor Manufacturing Co, TripAdvisor Inc, Booking Holdings Inc

• New Purchases: PM,
• Added Positions: VALE, DIS,
• Sold Out: TSM, TRIP, BKNG, NXPI, MSFT,

For the details of GAVEA INVESTIMENTOS LTDA's stock buys and sells, go to https://www.gurufocus.com/guru/gavea+investimentos+ltda/current-portfolio/portfolio

1. Philip Morris International Inc (PM) - 223,156 shares, 37.27% of the total portfolio. New Position
2. Vale SA (VALE) - 1,422,917 shares, 35.99% of the total portfolio. Shares added by 99.90%
3. The Walt Disney Co (DIS) - 93,288 shares, 26.74% of the total portfolio. Shares added by 56.10%
4. Microsoft Corp (MSFT) - 0 shares, 0.00% of the total portfolio. Shares reduced by 10000%
5. Booking Holdings Inc (BKNG) - 0 shares, 0.00% of the total portfolio. Shares reduced by 10000%

Gavea Investimentos Ltda initiated holding in Philip Morris International Inc. The purchase prices were between $71.2 and $88.73, with an estimated average price of $79.16. The stock is now traded at around $83.57. The impact to a portfolio due to this purchase was 37.27%. The holding were 223,156 shares as of .

Gavea Investimentos Ltda added to a holding in Vale SA by 99.90%. The purchase prices were between $10.28 and $14.04, with an estimated average price of $12.12. The stock is now traded at around $11.77. The impact to a portfolio due to this purchase was 17.99%. The holding were 1,422,917 shares as of .

Gavea Investimentos Ltda added to a holding in The Walt Disney Co by 56.10%. The purchase prices were between $129.96 and $146.39, with an estimated average price of $138.33. The stock is now traded at around $137.96. The impact to a portfolio due to this purchase was 9.61%. The holding were 93,288 shares as of .

Gavea Investimentos Ltda sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $39.32 and $46.48, with an estimated average price of $42.61.

Gavea Investimentos Ltda sold out a holding in TripAdvisor Inc. The sale prices were between $35.81 and $47.57, with an estimated average price of $41.69.

Gavea Investimentos Ltda sold out a holding in Booking Holdings Inc. The sale prices were between $1786.52 and $2077.44, with an estimated average price of $1936.45.

Gavea Investimentos Ltda sold out a holding in NXP Semiconductors NV. The sale prices were between $94.12 and $110.73, with an estimated average price of $102.06.

Gavea Investimentos Ltda sold out a holding in Microsoft Corp. The sale prices were between $132.21 and $141.34, with an estimated average price of $137.52.