John Armitage Holdings Activity
Egerton Capital Portfolio 13F
Egerton Capital has disclosed a total of 26 changes to the portfolio in the latest (2022 Q4) SEC report(s): increased the number of shares of 3, bought 3 totally new, decreased the number of shares of 15 and completely sold out 5 position(s).
What stocks is John Armitage buying now?
In the recent quarter John Armitage has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (SLB) SCHLUMBERGER LTD (new buy), (IBN) ICICI BANK LTD-SPON ADR (new buy), (RE) EVEREST RE GROUP LTD (new buy), (V) VISA INC-CLASS A SHARES (added shares +2.59%) and (BKNG) BOOKING HOLDINGS INC (added shares +3.59%).
What does John Armitage invest in?
John Armitage's top 5 holdings (by % of portfolio) are (CP) CANADIAN PACIFIC RAILWAY LTD (13.05%), (CNI) CANADIAN NATL RAILWAY CO (11.23%), (SCHW) SCHWAB (CHARLES) CORP (6.81%), (V) VISA INC-CLASS A SHARES (6.76%) and (GOOG) ALPHABET INC-CL C (6.3%).
In the latest report(s) the following changes have been made to the top investments: (CP) CANADIAN PACIFIC RAILWAY LTD (reduced shares -9.59%), (CNI) CANADIAN NATL RAILWAY CO (reduced shares -1.71%), (SCHW) SCHWAB (CHARLES) CORP (reduced shares -18.49%), (V) VISA INC-CLASS A SHARES (added shares +2.59%) and (GOOG) ALPHABET INC-CL C (reduced shares -20.12%).
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.