13F filing recap · Q1 2019
What did Fundsmith buy in Q1 2019?
Reported stock-position changes between this filing and the previous one.
Stock value
$17.60B
Positions
31
Estimated turnover
5.4%
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
PYPLPayPal Holdings, Inc.$1.59Breported value+136.2K shares+0.9%MSFTMicrosoft Corporation$1.43Breported value+113.4K shares+0.9%WATWaters Corporation$1.27Breported value+43.5K shares+0.9%PMPhilip Morris International Inc.$1.18Breported value+906.0K shares+7.3%INTUIntuit Inc.$1.17Breported value+55.5K shares+1.3%SYKStryker Corp$1.10Breported value+52.7K shares+1.0%ELEstee Lauder Companies Inc$1.10Breported value+349.3K shares+5.6%METAMeta Platforms, Inc.$1.06Breported value+247.9K shares+4.1%PEPPepsico, Inc.$1.01Breported value+99.4K shares+1.2%IDXXIdexx Laboratories Inc /de$998.90Mreported value+35.0K shares+0.8%ADPAutomatic Data Processing Inc$957.51Mreported value+66.5K shares+1.1%BDXBecton Dickinson & Co$941.77Mreported value+35.5K shares+0.9%VVisa Inc.$904.25Mreported value+64.0K shares+1.1%MKCMccormick & Company, Incorporated$783.97Mreported value+2.52M shares+93.6%MMM3m Company$734.87Mreported value+50.0K shares+1.4%JNJJohnson & Johnson$643.00Mreported value+18.5K shares+0.4%EFXEquifax Inc$68.55Mreported value+50.8K shares+9.6%VRSKVerisk Analytics, Inc.$68.32Mreported value+63.2K shares+14.0%MASIMasimo Corp$67.85Mreported value+11.3K shares+2.4%CHKPCheck Point Software Technologies Ltd.$66.30Mreported value+45.1K shares+9.4%SABRSabre Corporation$63.48Mreported value+705.0K shares+31.2%ANSSAnsys Inc$53.45Mreported value+19.5K shares+7.1%AOSA. O. Smith Corporation$40.71Mreported value+73.7K shares+10.7%MSCIMsci Inc.$37.56Mreported value+44.7K shares+31.0%IPGPIpg Photonics Corp$33.18Mreported value+49.5K shares+29.3%