GuruFocus.com

Quilter Investors LTD Buys Medtronic PLC, Gap Inc, Sells Apple Inc, Altria Group Inc, S&P ...

GuruFocus.com

In This Article:

Investment company Quilter Investors LTD (Current Portfolio) buys Medtronic PLC, Gap Inc, sells Apple Inc, Altria Group Inc, S&P Global Inc, Intuit Inc, Visa Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Quilter Investors LTD. As of 2019Q2, Quilter Investors LTD owns 22 stocks with a total value of $104 million. These are the details of the buys and sells.

  • New Purchases: MDT,

  • Added Positions: GPS, BA, MMM,

  • Reduced Positions: AAPL, MO, SPGI, INTU, V, GOOGL, IVZ, WBA, MMC, VLO, WFC, ETN, AMGN, NKE, NWL, AXP, JPM, AIG,

For the details of Quilter Investors LTD's stock buys and sells,
go to https://www.gurufocus.com/guru/quilter+investors+ltd/current-portfolio/portfolioportfolio

These are the top 5 holdings of Quilter Investors LTD

  1. S&P Global Inc (SPGI) - 65,296 shares, 14.31% of the total portfolio. Shares reduced by 30.65%

  2. Marsh & McLennan Companies Inc (MMC) - 107,529 shares, 10.32% of the total portfolio. Shares reduced by 23.82%

  3. Boeing Co (BA) - 25,721 shares, 9.01% of the total portfolio. Shares added by 4.18%

  4. American Express Co (AXP) - 73,294 shares, 8.70% of the total portfolio. Shares reduced by 4.42%

  5. JPMorgan Chase & Co (JPM) - 66,101 shares, 7.11% of the total portfolio. Shares reduced by 4.13%

New Purchase: Medtronic PLC (MDT)

Quilter Investors LTD initiated holding in Medtronic PLC. The purchase prices were between $84.15 and $99.38, with an estimated average price of $91.22. The stock is now traded at around $102.33. The impact to a portfolio due to this purchase was 2.34%. The holding were 24,922 shares as of .

Added: Gap Inc (GPS)

Quilter Investors LTD added to a holding in Gap Inc by 72.99%. The purchase prices were between $17.49 and $26.73, with an estimated average price of $22.46. The stock is now traded at around $18.04. The impact to a portfolio due to this purchase was 1.02%. The holding were 140,254 shares as of .



Here is the complete portfolio of Quilter Investors LTD. Also check out:

1. Quilter Investors LTD's Undervalued Stocks

2. Quilter Investors LTD's Top Growth Companies, and

3. Quilter Investors LTD's High Yield stocks

4. Stocks that Quilter Investors LTD keeps buyingThis article first appeared on GuruFocus.


and

Recommended Stories