Bestinfond Buys GlaxoSmithKline PLC, ams AG, Samsung Electronics Co, Sells GrubHub Inc, Epiroc AB, TeamViewer AG

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Jul 30, 2020
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Investment company Bestinfond (Current Portfolio) buys GlaxoSmithKline PLC, ams AG, Samsung Electronics Co, Ashtead Group PLC, LivaNova PLC, sells GrubHub Inc, Epiroc AB, TeamViewer AG, RELX PLC, Delivery Hero SE during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Bestinfond. As of 2020Q2, Bestinfond owns 87 stocks with a total value of $1.4 billion. These are the details of the buys and sells.

For the details of Bestinfond's stock buys and sells, go to https://www.gurufocus.com/guru/bestinfond/current-portfolio/portfolio

These are the top 5 holdings of Bestinfond
  1. Informa PLC (INF) - 11,782,396 shares, 4.52% of the total portfolio. Shares added by 20.38%
  2. Rio Tinto PLC (RIO) - 1,107,513 shares, 4.12% of the total portfolio. Shares reduced by 7.16%
  3. Delivery Hero SE (DHER) - 610,796 shares, 4.10% of the total portfolio. Shares reduced by 23.79%
  4. Just Eat Takeaway.com NV (JET) - 441,627 shares, 3.05% of the total portfolio. Shares reduced by 23.13%
  5. Dassault Aviation SA (AM) - 49,126 shares, 2.98% of the total portfolio.
New Purchase: GlaxoSmithKline PLC (GSK)

Bestinfond initiated holding in GlaxoSmithKline PLC. The purchase prices were between $14.89 and $17.42, with an estimated average price of $16.36. The stock is now traded at around $15.54. The impact to a portfolio due to this purchase was 2.2%. The holding were 1,643,389 shares as of .

New Purchase: ams AG (AMS)

Bestinfond initiated holding in ams AG. The purchase prices were between $7.82 and $17.22, with an estimated average price of $13.01. The stock is now traded at around $15.97. The impact to a portfolio due to this purchase was 1.72%. The holding were 1,782,491 shares as of .

New Purchase: Samsung Electronics Co Ltd (005930)

Bestinfond initiated holding in Samsung Electronics Co Ltd. The purchase prices were between $45800 and $55500, with an estimated average price of $50375. The stock is now traded at around $59000.00. The impact to a portfolio due to this purchase was 1.51%. The holding were 544,635 shares as of .

New Purchase: Ashtead Group PLC (AHT)

Bestinfond initiated holding in Ashtead Group PLC. The purchase prices were between $15.97 and $28.02, with an estimated average price of $22.34. The stock is now traded at around $25.27. The impact to a portfolio due to this purchase was 1.42%. The holding were 640,609 shares as of .

New Purchase: LivaNova PLC (LIVN)

Bestinfond initiated holding in LivaNova PLC. The purchase prices were between $39.87 and $56.9, with an estimated average price of $50.06. The stock is now traded at around $49.47. The impact to a portfolio due to this purchase was 1.29%. The holding were 426,533 shares as of .

New Purchase: Essilorluxottica (EL)

Bestinfond initiated holding in Essilorluxottica. The purchase prices were between $93.78 and $125.3, with an estimated average price of $111.56. The stock is now traded at around $117.30. The impact to a portfolio due to this purchase was 1.21%. The holding were 142,906 shares as of .

Added: Informa PLC (INF)

Bestinfond added to a holding in Informa PLC by 20.38%. The purchase prices were between $3.64 and $5.23, with an estimated average price of $4.5. The stock is now traded at around $3.88. The impact to a portfolio due to this purchase was 0.77%. The holding were 11,782,396 shares as of .

Added: Hyve Group PLC (HYVE)

Bestinfond added to a holding in Hyve Group PLC by 231.15%. The purchase prices were between $0.88 and $2.94, with an estimated average price of $1.67. The stock is now traded at around $0.69. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,962,345 shares as of .

Added: Jeronimo Martins SGPS SA (JMT)

Bestinfond added to a holding in Jeronimo Martins SGPS SA by 21.05%. The purchase prices were between $13.71 and $16.44, with an estimated average price of $15.43. The stock is now traded at around $14.74. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,071,456 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Bestinfond added to a holding in Berkshire Hathaway Inc by 945.54%. The purchase prices were between $169.25 and $201.56, with an estimated average price of $182.68. The stock is now traded at around $194.30. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,056 shares as of .

Sold Out: GrubHub Inc (GRUB)

Bestinfond sold out a holding in GrubHub Inc. The sale prices were between $34.27 and $70.3, with an estimated average price of $52.76.

Sold Out: Epiroc AB (EPI A)

Bestinfond sold out a holding in Epiroc AB. The sale prices were between $93 and $117.75, with an estimated average price of $104.36.

Sold Out: TeamViewer AG (TMV)

Bestinfond sold out a holding in TeamViewer AG. The sale prices were between $35.49 and $48.6, with an estimated average price of $42.67.

Sold Out: RELX PLC (REL)

Bestinfond sold out a holding in RELX PLC. The sale prices were between $16.38 and $19.45, with an estimated average price of $18.36.

Sold Out: Renault SA (RNO)

Bestinfond sold out a holding in Renault SA. The sale prices were between $15.81 and $26.36, with an estimated average price of $19.35.

Sold Out: Commerzbank AG (CBK)

Bestinfond sold out a holding in Commerzbank AG. The sale prices were between $2.88 and $4.66, with an estimated average price of $3.53.



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