13F filing recap · Q1 2016
What did Fundsmith buy in Q1 2016?
Reported stock-position changes between this filing and the previous one.
Stock value
$4.65B
Positions
17
Estimated turnover
18.2%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
MSFTMicrosoft Corporation$434.13Mreported value+328.6K shares+4.4%SYKStryker Corp$386.84Mreported value+407.1K shares+12.7%PMPhilip Morris International Inc.$383.93Mreported value+296.8K shares+8.2%BCRC.r. Bard, Inc.$357.11Mreported value+174.2K shares+11.0%IDXXIdexx Laboratories Inc /de$329.78Mreported value+1.72M shares+69.0%JNJJohnson & Johnson$322.99Mreported value+145.1K shares+5.1%DPSDr Pepper Snapple Group, Inc.$322.02Mreported value+47.4K shares+1.3%PEPPepsico, Inc.$319.33Mreported value+28.6K shares+0.9%VVisa Inc.$299.99Mreported value+1.13M shares+40.5%SJMThe J. M. Smucker Company$266.30Mreported value+1.29M shares+170.5%ADPAutomatic Data Processing Inc$260.12Mreported value+435.4K shares+17.7%BDXBecton Dickinson & Co$245.11Mreported value+31.6K shares+2.0%WATWaters Corporation$193.60Mreported value+314.3K shares+27.3%PYPLPayPal Holdings, Inc.$178.34Mreported value+368.2K shares+8.7%