Sarasin & Partners LLP Purchases and Sells in Q1 2025

Sarasin & Partners LLP

$8.99 Billion
Q1 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	640K + 43.22%	$375.39 - $447.2 $240M - $286M	2.12M $796M
EMR	1.43M + 178.16%	$108.64 - $131.17 $155M - $187M	2.23M $244M
CMG	2.38M + 2307.69%	$47.79 - $59.89 $114M - $142M	2.48M $125M
KMB	803K + 195.01%	$124.46 - $147.4 $99.9M - $118M	1.21M $173M
CL	908K + 30.6%	$85.68 - $97.5 $77.8M - $88.5M	3.87M $363M
FTNT	563K + 29.17%	$92.49 - $114.57 $52.1M - $64.5M	2.49M $240M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROST	461K New	$123.3 - $154.95 $56.9M - $71.4M	461K $58.9M
MS	366K New	$111.68 - $141.08 $40.9M - $51.6M	366K $42.7M
SNA	78.2K New	$324.09 - $358.62 $25.3M - $28M	78.2K $26.4M
GGG	305K New	$80.53 - $87.54 $24.6M - $26.7M	305K $25.5M
NFLX	18.5K New	$828.4 - $1058.6 $15.3M - $19.5M	18.5K $17.2M
EQIX	10.7K New	$803.0 - $959.97 $8.56M - $10.2M	10.7K $8.69M

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.02M - 36.39%	$209.68 - $247.1 $214M - $252M	1.78M $396M
CME	-583K - 33.21%	$225.82 - $266.54 $132M - $155M	1.17M $311M
DE	-316K - 41.0%	$408.57 - $509.27 $129M - $161M	455K $214M
JPM	-583K - 35.18%	$225.19 - $279.95 $131M - $163M	1.07M $264M
AMZN	-631K - 20.07%	$190.26 - $242.06 $120M - $153M	2.51M $478M
TSM	-620K - 29.67%	$165.25 - $224.62 $102M - $139M	1.47M $244M

Activity Summary All Purchases 29 New Holdings 12 Increased Positions 17 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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