- Portfolio
- Activity
Independent Franchise Partners Holdings Activity
US Equity Fund Portfolio 13F
US Equity Fund has disclosed a total of 30 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 4, decreased the number of shares of 25 and completely sold out 1 position(s).
What stocks is Independent Franchise Partners buying now?
In the recent quarter Independent Franchise Partners has purchased 4 securities: (CRM) SALESFORCECOM INC (added shares +105.31%), (TRU) TRANSUNION (added shares +45.49%), (Z) ZILLOW GROUP INC - C (added shares +30.84%) and (ZG) ZILLOW GROUP INC - A (added shares +33.72%).
What does Independent Franchise Partners invest in?
Independent Franchise Partners's top 5 holdings (by % of portfolio) are (BMY) BRISTOL-MYERS SQUIBB CO (6.77%), (PM) PHILIP MORRIS INTERNATIONAL (6.09%), (NVSEF) NOVARTIS AG-REG (4.73%), (RBA) RITCHIE BROS AUCTIONEERS (4.62%) and (FOXA) FOX CORP - CLASS A (4.35%).
In the latest report(s) the following changes have been made to the top investments: (BMY) BRISTOL-MYERS SQUIBB CO (reduced shares -16.13%), (PM) PHILIP MORRIS INTERNATIONAL (reduced shares -2.27%), (NVSEF) NOVARTIS AG-REG (reduced shares -2.26%), (RBA) RITCHIE BROS AUCTIONEERS (reduced shares -2.26%) and (FOXA) FOX CORP - CLASS A (reduced shares -2.27%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.