Generation Investment Management Llp Buys Alphabet Inc, Charles Schwab Corp, Salesforce.com Inc, Sells NVIDIA Corp, Equifax Inc, Acuity Brands Inc

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Nov 18, 2019
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London, X0, based Investment company Generation Investment Management Llp (Current Portfolio) buys Alphabet Inc, Charles Schwab Corp, Salesforce.com Inc, Cognizant Technology Solutions Corp, Twilio Inc, sells NVIDIA Corp, Equifax Inc, Acuity Brands Inc, Amazon.com Inc, Allegion PLC during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Generation Investment Management Llp. As of 2019Q3, Generation Investment Management Llp owns 36 stocks with a total value of $14.5 billion. These are the details of the buys and sells.

For the details of Al Gore's stock buys and sells, go to https://www.gurufocus.com/guru/al+gore/current-portfolio/portfolio

These are the top 5 holdings of Al Gore
  1. Alphabet Inc (GOOG) - 1,142,934 shares, 9.58% of the total portfolio. Shares added by 24.50%
  2. Charles Schwab Corp (SCHW) - 27,092,510 shares, 7.79% of the total portfolio. Shares added by 29.63%
  3. Dentsply Sirona Inc (XRAY) - 16,590,781 shares, 6.08% of the total portfolio. Shares reduced by 1.77%
  4. Cognizant Technology Solutions Corp (CTSH) - 13,055,572 shares, 5.41% of the total portfolio. Shares added by 24.84%
  5. Deere & Co (DE) - 4,244,436 shares, 4.92% of the total portfolio. Shares reduced by 10.91%
New Purchase: Twilio Inc (TWLO)

Generation Investment Management Llp initiated holding in Twilio Inc. The purchase prices were between $106.56 and $149.95, with an estimated average price of $129.82. The stock is now traded at around $101.00. The impact to a portfolio due to this purchase was 0.7%. The holding were 932,356 shares as of .

New Purchase: Huazhu Group Ltd (HTHT)

Generation Investment Management Llp initiated holding in Huazhu Group Ltd. The purchase prices were between $29.96 and $38.52, with an estimated average price of $33.7. The stock is now traded at around $36.47. The impact to a portfolio due to this purchase was 0.19%. The holding were 839,547 shares as of .

Added: Alphabet Inc (GOOG)

Generation Investment Management Llp added to a holding in Alphabet Inc by 24.50%. The purchase prices were between $1097.95 and $1250.41, with an estimated average price of $1182.53. The stock is now traded at around $1320.78. The impact to a portfolio due to this purchase was 1.89%. The holding were 1,142,934 shares as of .

Added: Charles Schwab Corp (SCHW)

Generation Investment Management Llp added to a holding in Charles Schwab Corp by 29.63%. The purchase prices were between $36.12 and $44.28, with an estimated average price of $40.33. The stock is now traded at around $43.77. The impact to a portfolio due to this purchase was 1.78%. The holding were 27,092,510 shares as of .

Added: Salesforce.com Inc (CRM)

Generation Investment Management Llp added to a holding in Salesforce.com Inc by 102.14%. The purchase prices were between $139.72 and $159.97, with an estimated average price of $152.09. The stock is now traded at around $162.05. The impact to a portfolio due to this purchase was 1.14%. The holding were 2,200,836 shares as of .

Added: Cognizant Technology Solutions Corp (CTSH)

Generation Investment Management Llp added to a holding in Cognizant Technology Solutions Corp by 24.84%. The purchase prices were between $58.75 and $66.41, with an estimated average price of $63.2. The stock is now traded at around $63.23. The impact to a portfolio due to this purchase was 1.08%. The holding were 13,055,572 shares as of .



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