Latest Veritas Investment Partners (UK) Ltd. Stock Portfolio
$4.64Billion
Equity Portfolio Value
Last Reported on: 10 May, 2024
About Veritas Investment Partners (UK) Ltd. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Veritas Investment Partners (UK) Ltd. reported an equity portfolio of $5.1 Billions as of 31 Mar, 2024.
The top stock holdings of Veritas Investment Partners (UK) Ltd. are TMO, , MA. The fund has invested 6.6% of it's portfolio in THERMO FISHER SCIENTIFIC INC and 6.4% of portfolio in FISERV INC.
The fund managers got completely rid off MEDTRONIC PLC (MDT), CME GROUP INC (CME) and MERCK & CO INC (MRK) stocks. They significantly reduced their stock positions in JPMORGAN CHASE & CO (JPM), OTIS WORLDWIDE CORP (OTIS) and BANK NEW YORK MELLON CORP (BK). Veritas Investment Partners (UK) Ltd. opened new stock positions in PROCTER AND GAMBLE CO (PG). The fund showed a lot of confidence in some stocks as they added substantially to UNITEDHEALTH GROUP INC (UNH), AUTOMATIC DATA PROCESSING IN (ADP) and VISA INC (V).
The top stock holdings of Veritas Investment Partners (UK) Ltd. are TMO, , MA. The fund has invested 6.6% of it's portfolio in THERMO FISHER SCIENTIFIC INC and 6.4% of portfolio in FISERV INC.
The fund managers got completely rid off MEDTRONIC PLC (MDT), CME GROUP INC (CME) and MERCK & CO INC (MRK) stocks. They significantly reduced their stock positions in JPMORGAN CHASE & CO (JPM), OTIS WORLDWIDE CORP (OTIS) and BANK NEW YORK MELLON CORP (BK). Veritas Investment Partners (UK) Ltd. opened new stock positions in PROCTER AND GAMBLE CO (PG). The fund showed a lot of confidence in some stocks as they added substantially to UNITEDHEALTH GROUP INC (UNH), AUTOMATIC DATA PROCESSING IN (ADP) and VISA INC (V).
New Buys
| Ticker | $ Bought |
|---|---|
| PROCTER AND GAMBLE CO | 26,122 |
New stocks bought by Veritas Investment Partners (UK) Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| UNITEDHEALTH GROUP INC | 24.5 |
| AUTOMATIC DATA PROCESSING IN | 5.49 |
| VISA INC | 4.00 |
| LABORATORY CORP AMER HLDGS | 3.15 |
| ACCENTURE PLC IRELAND | 3.11 |
| ALIGN TECHNOLOGY INC | 3.05 |
| FISERV INC | 2.88 |
| TRACTOR SUPPLY CO | 2.43 |
Additions to existing portfolio by Veritas Investment Partners (UK) Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| JPMORGAN CHASE & CO | -84.96 |
| OTIS WORLDWIDE CORP | -80.22 |
| BANK NEW YORK MELLON CORP | -55.69 |
| DEERE & CO | -44.48 |
| NVIDIA CORPORATION | -43.18 |
| COLGATE PALMOLIVE CO | -38.83 |
| META PLATFORMS INC | -34.3 |
| AMGEN INC | -32.26 |
Veritas Investment Partners (UK) Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| CISCO SYS INC | -253,484 |
| MEDTRONIC PLC | -376,719 |
| MERCK & CO INC | -351,186 |
| CME GROUP INC | -367,172 |
| FRANCO NEV CORP | -131,846 |
| ECOLAB INC | -201,717 |
| HOME DEPOT INC | -319,131 |
| TEXAS INSTRS INC | -133,474 |
Veritas Investment Partners (UK) Ltd. got rid off the above stocks
Current Stock Holdings of Veritas Investment Partners (UK) Ltd.
Last Reported on: 10 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.06 | 16,287 | 2,792,960 | REDUCED | -2.67 | |
| ABBV | ABBVIE INC | 0.01 | 1,935 | 352,109 | UNCHANGED | 0.00 | |
| ABT | ABBOTT LABS | 0.00 | 1,570 | 178,423 | UNCHANGED | 0.00 | |
| ACN | ACCENTURE PLC IRELAND | 5.35 | 788,217 | 272,872,000 | ADDED | 3.11 | |
| ADBE | ADOBE SYSTEMS INCORPORATED | 1.97 | 198,727 | 100,257,000 | REDUCED | -13.64 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 3.28 | 669,650 | 167,190,000 | ADDED | 5.49 | |
| ALGN | ALIGN TECHNOLOGY INC | 2.53 | 393,974 | 129,144,000 | ADDED | 3.05 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.00 | 650 | 117,319 | UNCHANGED | 0.00 | |
| AMGN | AMGEN INC | 0.00 | 800 | 227,404 | REDUCED | -32.26 | |
| AMZN | AMAZON COM INC | 4.01 | 1,134,760 | 204,578,000 | ADDED | 1.94 | |
| APH | AMPHENOL CORP NEW | 5.53 | 2,442,440 | 281,709,000 | REDUCED | -5.59 | |
| AVGO | BROADCOM INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AVY | AVERY DENNISON CORP | 3.37 | 769,456 | 171,727,000 | ADDED | 1.14 | |
| AXP | AMERICAN EXPRESS CO | 0.01 | 2,800 | 637,518 | UNCHANGED | 0.00 | |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 0.00 | 1,500 | 63,008 | UNCHANGED | 0.00 | |
| BK | BANK NEW YORK MELLON CORP | 0.00 | 2,387 | 137,551 | REDUCED | -55.69 | |
| BR | BROADRIDGE FINL SOLUTIONS IN | 4.17 | 1,038,560 | 212,650,000 | ADDED | 1.77 | |
| CARR | CARRIER GLOBAL CORPORATION | 0.00 | 1,975 | 114,797 | UNCHANGED | 0.00 | |
| CB | CHUBB LIMITED | 0.00 | 108 | 27,986 | UNCHANGED | 0.00 | |
| CL | COLGATE PALMOLIVE CO | 0.00 | 3,000 | 270,090 | REDUCED | -38.83 | |
| CME | CME GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| COST | COSTCO WHSL CORP NEW | 0.02 | 1,689 | 1,237,020 | UNCHANGED | 0.00 | |
| CSCO | CISCO SYS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CVS | CVS HEALTH CORP | 0.00 | 1,715 | 136,746 | UNCHANGED | 0.00 | |
| DE | DEERE & CO | 0.01 | 925 | 379,750 | REDUCED | -44.48 | |
| DG | DOLLAR GEN CORP NEW | 0.01 | 3,350 | 523,387 | UNCHANGED | 0.00 | |
| DXCM | DEXCOM INC | 0.00 | 530 | 73,511 | UNCHANGED | 0.00 | |
| EBAY | EBAY INC | 0.00 | 3,275 | 172,871 | UNCHANGED | 0.00 | |
| ECL | ECOLAB INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FNV | FRANCO NEV CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET INC | 1.93 | 653,697 | 98,607,800 | ADDED | 1.27 | |
| GOOG | ALPHABET INC | 1.53 | 513,389 | 78,139,000 | ADDED | 0.18 | |
| HD | HOME DEPOT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IMCR | IMMUNOCORE HLDGS PLC | 0.00 | 575 | 37,378 | UNCHANGED | 0.00 | |
| INTU | INTUIT | 5.14 | 403,184 | 262,045,000 | ADDED | 0.81 | |
| ISRG | INTUITIVE SURGICAL INC | 5.44 | 694,487 | 277,067,000 | REDUCED | -3.2 | |
| JNJ | JOHNSON & JOHNSON | 0.01 | 2,500 | 395,463 | UNCHANGED | 0.00 | |
| JPM | JPMORGAN CHASE & CO | 0.00 | 280 | 56,084 | REDUCED | -84.96 | |
| LH | LABORATORY CORP AMER HLDGS | 5.04 | 1,176,170 | 256,856,000 | ADDED | 3.15 | |
| MA | MASTERCARD INCORPORATED | 6.19 | 655,976 | 315,600,000 | ADDED | 1.1 | |
| MCD | MCDONALDS CORP | 0.02 | 3,962 | 1,116,690 | UNCHANGED | 0.00 | |
| MCO | MOODYS CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MDT | MEDTRONIC PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| META | META PLATFORMS INC | 0.01 | 770 | 373,966 | REDUCED | -34.3 | |
| MMC | MARSH & MCLENNAN COS INC | 5.68 | 1,404,770 | 289,263,000 | ADDED | 0.01 | |
| MO | ALTRIA GROUP INC | 0.00 | 2,300 | 100,322 | UNCHANGED | 0.00 | |
| MRK | MERCK & CO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MSCI | MSCI INC | 0.00 | 245 | 137,247 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 6.15 | 746,386 | 313,635,000 | ADDED | 1.02 | |
| NKE | NIKE INC | 2.45 | 1,330,750 | 125,050,000 | ADDED | 1.33 | |
| NVDA | NVIDIA CORPORATION | 0.00 | 300 | 270,812 | REDUCED | -43.18 | |
| OTIS | OTIS WORLDWIDE CORP | 0.00 | 800 | 79,412 | REDUCED | -80.22 | |
| PG | PROCTER AND GAMBLE CO | 0.00 | 161 | 26,122 | NEW | ||
| PM | PHILIP MORRIS INTL INC | 0.00 | 1,600 | 146,552 | UNCHANGED | 0.00 | |
| PYPL | PAYPAL HLDGS INC | 0.00 | 3,275 | 219,327 | UNCHANGED | 0.00 | |
| RTX | RTX CORPORATION | 0.00 | 1,975 | 192,671 | UNCHANGED | 0.00 | |
| SAP | SAP SE | 0.00 | 550 | 107,231 | UNCHANGED | 0.00 | |
| SNPS | SYNOPSYS INC | 5.21 | 465,134 | 265,682,000 | ADDED | 1.91 | |
| SPGI | S&P GLOBAL INC | 0.00 | 400 | 169,972 | REDUCED | -20.00 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 6.55 | 574,748 | 333,801,000 | ADDED | 2.05 | |
| TSCO | TRACTOR SUPPLY CO | 5.58 | 1,086,840 | 284,445,000 | ADDED | 2.43 | |
| TSLA | TESLA INC | 0.00 | 60.00 | 10,546 | UNCHANGED | 0.00 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.03 | 10,910 | 1,484,100 | REDUCED | -21.03 | |
| TXN | TEXAS INSTRS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| UNH | UNITEDHEALTH GROUP INC | 5.96 | 613,980 | 303,612,000 | ADDED | 24.5 | |
| UPS | UNITED PARCEL SERVICE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| V | VISA INC | 0.00 | 520 | 144,984 | ADDED | 4.00 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.00 | 690 | 28,949 | UNCHANGED | 0.00 | |
| WEC | WEC ENERGY GROUP INC | 0.01 | 5,080 | 416,890 | UNCHANGED | 0.00 | |
| WFC | WELLS FARGO CO NEW | 0.00 | 350 | 20,286 | UNCHANGED | 0.00 | |
| WPM | WHEATON PRECIOUS METALS CORP | 0.00 | 4,000 | 188,460 | UNCHANGED | 0.00 | |
| XOM | EXXON MOBIL CORP | 0.01 | 2,640 | 306,860 | UNCHANGED | 0.00 | |
| XYL | XYLEM INC | 0.02 | 7,530 | 972,989 | UNCHANGED | 0.00 | |
| FISERV INC | 6.36 | 2,031,260 | 324,429,000 | ADDED | 2.88 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.28 | 33,976 | 14,283,600 | REDUCED | -0.74 | ||
| BROOKFIELD CORP | 0.00 | 6,000 | 251,190 | UNCHANGED | 0.00 |