13F filing recap · Q2 2019
What did Fundsmith buy in Q2 2019?
Reported stock-position changes between this filing and the previous one.
Stock value
$19.19B
Positions
31
Estimated turnover
4.6%
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.$1.76Breported value+52.6K shares+0.3%MSFTMicrosoft Corporation$1.63Breported value+30.8K shares+0.3%METAMeta Platforms, Inc.$1.25Breported value+107.4K shares+1.7%IDXXIdexx Laboratories Inc /de$1.23Breported value+2.7K shares+0.1%ELEstee Lauder Companies Inc$1.22Breported value+29.1K shares+0.4%INTUIntuit Inc.$1.22Breported value+170.5K shares+3.8%PMPhilip Morris International Inc.$1.20Breported value+1.95M shares+14.7%SYKStryker Corp$1.19Breported value+219.6K shares+3.9%WATWaters Corporation$1.10Breported value+87.2K shares+1.7%PEPPepsico, Inc.$1.09Breported value+5.8K shares+0.1%VVisa Inc.$1.06Breported value+334.1K shares+5.8%MKCMccormick & Company, Incorporated$1.05Breported value+1.60M shares+30.7%ADPAutomatic Data Processing Inc$1.01Breported value+135.6K shares+2.3%BDXBecton Dickinson & Co$960.71Mreported value+41.0K shares+1.1%JNJJohnson & Johnson$752.13Mreported value+800.4K shares+17.4%MASIMasimo Corp$85.57Mreported value+84.3K shares+17.2%EFXEquifax Inc$83.96Mreported value+42.3K shares+7.3%SABRSabre Corporation$80.61Mreported value+663.1K shares+22.3%VRSKVerisk Analytics, Inc.$77.04Mreported value+12.3K shares+2.4%CHKPCheck Point Software Technologies Ltd.$72.08Mreported value+99.3K shares+18.9%ANSSAnsys Inc$66.32Mreported value+31.3K shares+10.7%CGNXCognex Corporation$56.03Mreported value+134.7K shares+13.0%CDKCdk Global, Inc.$54.94Mreported value+188.5K shares+20.4%IPGPIpg Photonics Corp$52.26Mreported value+120.2K shares+55.0%MSCIMsci Inc.$46.51Mreported value+5.8K shares+3.1%AOSA. O. Smith Corporation$40.02Mreported value+85.0K shares+11.1%MELIMercadolibre, Inc.$14.46Mreported value+5.4K shares+29.4%