John Armitage - Egerton CapitalFecha: 30 Jun 2023Inversiones: 23Valor: $9,699,534,000
Inversiones actuales
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
CP - Canadian Pacific Kansas City
14.33
Reduce 2.17%
17,204,692
$80.77
$1,389,623,000
$73.51
-8.99%
$68.92
$85.24
CNI - Canadian Natl Railway Co.
9.61
Reduce 11.65%
7,695,443
$121.07
$931,687,000
$110.01
-9.14%
$103.96
$127.51
V - Visa Inc.
8.52
Reduce 16.84%
3,479,839
$237.48
$826,392,000
$244.75
3.06%
$191.76
$250.06
MSFT - Microsoft Corp.
5.63
Add 20.88%
1,604,701
$340.54
$546,465,000
$360.52
5.87%
$217.86
$366.01
META - Meta Platforms Inc.
5.48
Add 5.41%
1,850,552
$286.98
$531,071,000
$318.86
11.11%
$94.79
$330.54
MA - Mastercard Inc.
5.34
Add 31.74%
1,316,332
$393.30
$517,713,000
$388.96
-1.10%
$313.24
$417.99
GOOG - Alphabet Inc. CL C
4.70
Add 30.28%
3,767,794
$120.97
$455,790,000
$132.44
9.48%
$85.57
$142.38
FI - Fiserv Inc.
4.40
Reduce 3.38%
3,380,844
$126.15
$426,493,000
$119.23
-5.49%
$95.95
$130.74
FCNCA - First Citizens Bancshares
4.36
Reduce 45.32%
329,701
$1283.45
$423,155,000
$1409.77
9.84%
$504.70
$1510.44
SLB - Schlumberger Ltd.
4.36
Reduce 13.06%
8,612,121
$49.12
$423,027,000
$53.33
8.57%
$42.32
$62.12
GE - General Electric
4.32
Buy
3,813,847
$109.85
$418,951,000
$111.80
1.78%
$60.22
$117.88
AMAT - Applied Materials
3.92
Reduce 3.41%
2,629,188
$144.54
$380,023,000
$141.77
-1.92%
$92.81
$155.26
BKNG - Booking Holdings Inc.
3.54
Add 75.32%
127,181
$2700.33
$343,431,000
$3010.23
11.48%
$1830.07
$3251.71
TECK - Teck Resources
3.09
Reduce 28.28%
7,126,516
$42.10
$300,026,000
$35.36
-16.01%
$31.13
$49.12
TMO - Thermo Fisher Scientific
3.03
Add 426.91%
562,479
$521.75
$293,473,000
$459.32
-11.97%
$415.60
$608.63
HDB - HDFC Bank Ltd.
2.77
Add 64.44%
3,859,952
$69.70
$269,039,000
$56.37
-19.12%
$55.95
$70.64
CVE - Cenovus Energy Inc.
2.70
Reduce 38.71%
15,405,968
$16.98
$261,593,000
$17.88
5.30%
$14.80
$21.50
RNR - RenaissanceRe Holdings Ltd.
2.55
Add 113.05%
1,327,597
$186.52
$247,623,000
$207.22
11.10%
$171.87
$227.16
ADI - Analog Devices
2.43
Reduce 32.67%
1,209,635
$194.81
$235,649,000
$168.21
-13.65%
$143.50
$198.21
IBN - ICICI Bank Ltd.
2.12
Add 16.27%
8,888,505
$23.08
$205,147,000
$22.72
-1.56%
$19.18
$24.60
EG - Everest Group Ltd
1.02
Reduce 28.69%
289,962
$341.86
$99,126,000
$384.13
12.36%
$303.06
$410.74
KLAC - KLA Corp.
0.96
Buy
191,191
$485.02
$92,731,000
$503.10
3.73%
$329.50
$520.19
KKR - KKR & Co. L.P.
0.84
Reduce 62.31%
1,451,887
$56.00
$81,306,000
$62.37
11.38%
$44.64
$64.77
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