Polaris Global Value Fund Buys The Toronto-Dominion Bank, Mondi PLC, Babcock International Group PLC, Sells Standard Chartered PLC, Linde PLC, Tyson Foods Inc

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Dec 06, 2019
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Investment company Polaris Global Value Fund (Current Portfolio) buys The Toronto-Dominion Bank, Mondi PLC, Babcock International Group PLC, sells Standard Chartered PLC, Linde PLC, Tyson Foods Inc, Vinci SA, Infosys during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Polaris Global Value Fund. As of 2019Q3, Polaris Global Value Fund owns 81 stocks with a total value of $431 million. These are the details of the buys and sells.

For the details of Bernard Horn's stock buys and sells, go to https://www.gurufocus.com/guru/bernard+horn/current-portfolio/portfolio

These are the top 5 holdings of Bernard Horn
  1. Hannover Rueck SE (HNR1) - 47,100 shares, 1.85% of the total portfolio. Shares reduced by 8.19%
  2. Babcock International Group PLC (BAB) - 1,134,129 shares, 1.81% of the total portfolio. Shares added by 44.02%
  3. NextEra Energy Inc (NEE) - 32,744 shares, 1.77% of the total portfolio.
  4. Marathon Petroleum Corp (MPC) - 118,082 shares, 1.66% of the total portfolio.
  5. Next PLC (NXT) - 92,828 shares, 1.64% of the total portfolio.
New Purchase: The Toronto-Dominion Bank (TD)

Polaris Global Value Fund initiated holding in The Toronto-Dominion Bank. The purchase prices were between $71.51 and $77.74, with an estimated average price of $75.1. The stock is now traded at around $73.02. The impact to a portfolio due to this purchase was 1.39%. The holding were 102,800 shares as of .

New Purchase: Mondi PLC (MNDI)

Polaris Global Value Fund initiated holding in Mondi PLC. The purchase prices were between $15.11 and $18.46, with an estimated average price of $16.66. The stock is now traded at around $16.21. The impact to a portfolio due to this purchase was 1.15%. The holding were 258,939 shares as of .

Added: Babcock International Group PLC (BAB)

Polaris Global Value Fund added to a holding in Babcock International Group PLC by 44.02%. The purchase prices were between $4.27 and $5.76, with an estimated average price of $4.9. The stock is now traded at around $5.80. The impact to a portfolio due to this purchase was 0.55%. The holding were 1,134,129 shares as of .

Sold Out: Standard Chartered PLC (STAN)

Polaris Global Value Fund sold out a holding in Standard Chartered PLC. The sale prices were between $6.02 and $7.37, with an estimated average price of $6.71.

Sold Out: Teva Pharmaceutical Industries Ltd (TEVA)

Polaris Global Value Fund sold out a holding in Teva Pharmaceutical Industries Ltd. The sale prices were between $6.16 and $9.6, with an estimated average price of $7.68.

Reduced: Linde PLC (LIN)

Polaris Global Value Fund reduced to a holding in Linde PLC by 28.53%. The sale prices were between $184.26 and $206.82, with an estimated average price of $193.8. The stock is now traded at around $205.53. The impact to a portfolio due to this sale was -0.53%. Polaris Global Value Fund still held 30,313 shares as of .

Reduced: Tyson Foods Inc (TSN)

Polaris Global Value Fund reduced to a holding in Tyson Foods Inc by 26.21%. The sale prices were between $79.13 and $93.29, with an estimated average price of $85.11. The stock is now traded at around $89.45. The impact to a portfolio due to this sale was -0.43%. Polaris Global Value Fund still held 68,400 shares as of .

Reduced: Vinci SA (DG)

Polaris Global Value Fund reduced to a holding in Vinci SA by 23.27%. The sale prices were between $89.2 and $100.9, with an estimated average price of $95.05. The stock is now traded at around $97.16. The impact to a portfolio due to this sale was -0.37%. Polaris Global Value Fund still held 54,400 shares as of .

Reduced: Infosys Ltd (INFY)

Polaris Global Value Fund reduced to a holding in Infosys Ltd by 22.51%. The sale prices were between $10.42 and $12.07, with an estimated average price of $11.26. The stock is now traded at around $9.94. The impact to a portfolio due to this sale was -0.36%. Polaris Global Value Fund still held 526,140 shares as of .

Reduced: Munchener Ruckversicherungs-Gesellschaft AG (MUV2)

Polaris Global Value Fund reduced to a holding in Munchener Ruckversicherungs-Gesellschaft AG by 20.35%. The sale prices were between $210 and $237.4, with an estimated average price of $223.12. The stock is now traded at around $257.50. The impact to a portfolio due to this sale was -0.32%. Polaris Global Value Fund still held 22,700 shares as of .

Reduced: Signature Aviation PLC (SIG)

Polaris Global Value Fund reduced to a holding in Signature Aviation PLC by 24.44%. The sale prices were between $3.5 and $4.06, with an estimated average price of $3.81. The stock is now traded at around $3.24. The impact to a portfolio due to this sale was -0.25%. Polaris Global Value Fund still held 805,738 shares as of .



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