Generation Investment Management Llp Buys Cognizant Technology Solutions Corp, Nutanix Inc, Applied Materials Inc, Sells Analog Devices Inc, Allegion PLC, Covetrus Inc

London, X0, based Investment company Generation Investment Management Llp (Current Portfolio) buys Cognizant Technology Solutions Corp, Nutanix Inc, Applied Materials Inc, Aptiv PLC, Equifax Inc, sells Analog Devices Inc, Allegion PLC, Covetrus Inc, Colgate-Palmolive Co, Taiwan Semiconductor Manufacturing Co during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Generation Investment Management Llp. As of 2019Q2, Generation Investment Management Llp owns 34 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/portfolioportfolio

These are the top 5 holdings of Al Gore
  1. Alphabet Inc (GOOG) - 918,027 shares, 6.84% of the total portfolio. Shares added by 16.08%
  2. Dentsply Sirona Inc (XRAY) - 16,889,093 shares, 6.79% of the total portfolio. Shares reduced by 19.26%
  3. Charles Schwab Corp (SCHW) - 20,899,458 shares, 5.79% of the total portfolio. Shares reduced by 0.12%
  4. Deere & Co (DE) - 4,763,981 shares, 5.44% of the total portfolio. Shares reduced by 0.39%
  5. Henry Schein Inc (HSIC) - 10,409,885 shares, 5.02% of the total portfolio. Shares reduced by 5.52%
New Purchase: Cognizant Technology Solutions Corp (CTSH)

Generation Investment Management Llp initiated holding in Cognizant Technology Solutions Corp. The purchase prices were between $56.88 and $74.6, with an estimated average price of $65.64. The stock is now traded at around $60.65. The impact to a portfolio due to this purchase was 4.57%. The holding were 10,457,728 shares as of .

New Purchase: Nutanix Inc (NTNX)

Generation Investment Management Llp initiated holding in Nutanix Inc. The purchase prices were between $24.72 and $43.3, with an estimated average price of $34.98. The stock is now traded at around $18.10. The impact to a portfolio due to this purchase was 2.58%. The holding were 14,422,782 shares as of .

New Purchase: Applied Materials Inc (AMAT)

Generation Investment Management Llp initiated holding in Applied Materials Inc. The purchase prices were between $38.69 and $44.91, with an estimated average price of $42.09. The stock is now traded at around $47.08. The impact to a portfolio due to this purchase was 1.41%. The holding were 4,564,550 shares as of .

Added: Aptiv PLC (APTV)

Generation Investment Management Llp added to a holding in Aptiv PLC by 34.04%. The purchase prices were between $64.04 and $90.79, with an estimated average price of $79.16. The stock is now traded at around $80.69. The impact to a portfolio due to this purchase was 0.8%. The holding were 5,659,743 shares as of .

Added: Equifax Inc (EFX)

Generation Investment Management Llp added to a holding in Equifax Inc by 26.60%. The purchase prices were between $116.43 and $135.24, with an estimated average price of $125.32. The stock is now traded at around $140.58. The impact to a portfolio due to this purchase was 0.63%. The holding were 3,240,423 shares as of .

Sold Out: Covetrus Inc (CVET)

Generation Investment Management Llp sold out a holding in Covetrus Inc. The sale prices were between $22.88 and $33.27, with an estimated average price of $28.83.

Sold Out: Colgate-Palmolive Co (CL)

Generation Investment Management Llp sold out a holding in Colgate-Palmolive Co. The sale prices were between $67.55 and $73.99, with an estimated average price of $70.97.



Here is the complete portfolio of Al Gore. Also check out:

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