Nelson Peltz recent buys & sells (2020 Q2)
Trian Fund Management
Trian Fund Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $5.53B (-$1B)
- Previous value:
- $6.94B
- # of changes:
- 10
- New positions:
- 3
- Reported for:
- 30 Jun 2020 (Q2)
- Latest filing date:
- 02 Oct 2020
Trian Fund Management has disclosed a total of 10 changes to the portfolio in the (2020 Q2) SEC report(s): increased the number of shares of 2, bought 3 totally new, decreased the number of shares of 4 and completely sold out 1 position(s).
What stocks did Nelson Peltz buy in 2020 Q2?
10 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Comcast Corp
|
new
|
$38.98
|
-44.57%($21.60)
|
5.05%
|
2020 Q2
|
~0.25 years
|
||||
|
|
INVESCO LTD
|
new
|
$10.76
|
+163.06%($28.30)
|
4.29%
|
2020 Q2
|
~0.25 years
|
||||
|
|
JANUS HENDERSON GROUP PLC
|
new
|
$21.16
|
|
3.42%
|
2020 Q2
|
~0.25 years
|
||||
|
|
Sysco Corp
|
+2.97%
|
$54.66
|
+50.59%($82.31)
|
24.10%
|
2015 Q2
|
~5.25 years
|
||||
|
|
Mondelez International Inc
|
+0.02%
|
$51.13
|
+24.21%($63.51)
|
14.66%
|
2013 Q2*
|
> 7 years
|
||||
|
|
GE Aerospace
|
-7.63%
|
$54.64
|
+466.74%($309.66)
|
7.33%
|
2015 Q2
|
~5.25 years
|
||||
|
|
nVent Electric PLC
|
-8.59%
|
$18.73
|
+667.74%($143.80)
|
4.20%
|
2018 Q2
|
~2.25 years
|
||||
|
|
The Bank of New York Mellon Corp
|
-54.82%
|
$38.65
|
+267.50%($142.04)
|
3.06%
|
2014 Q1
|
~6.50 years
|
||||
|
|
Procter & Gamble Company
|
-65.12%
|
$119.57
|
+32.00%($157.84)
|
23.41%
|
2016 Q4
|
~3.75 years
|
||||
|
|
Legg Mason Inc
|
-100%
|
$48.85
|
|
0.00%
|
2019 Q2
|
~1.00 year
|
||||
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".