Sarasin & Partners LLP Purchases and Sells in Q4 2024

Sarasin & Partners LLP

$8.8 Billion
Q4 2024

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	496K + 33.49%	$406.35 - $454.46 $202M - $225M	1.98M $834M
EMR	966K + 120.64%	$108.13 - $134.33 $104M - $130M	1.77M $219M
GOOGL	168K + 6.64%	$161.86 - $196.66 $27.1M - $33M	2.69M $509M
NVDA	230K + 5.34%	$117.0 - $148.88 $26.9M - $34.3M	4.54M $610M
META	113K + 16.61%	$554.08 - $632.68 $62.9M - $71.8M	796K $470M
KMB	577K + 140.06%	$130.37 - $146.09 $75.2M - $84.2M	988K $130M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROST	573K New	$138.59 - $156.61 $79.5M - $89.8M	573K $86.7M
GGG	278K New	$81.45 - $92.29 $22.7M - $25.7M	278K $23.4M
ELF	39.2K New	$101.51 - $140.63 $3.98M - $5.52M	39.2K $4.93M
ABNB	17.3K New	$125.36 - $147.37 $2.17M - $2.55M	17.3K $2.27M
BAC	30K New	$39.22 - $47.77 $1.18M - $1.43M	30K $1.32M
ARISTA NETWORKS INC	14.2K New	N/A	14.2K $0

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRK	-996K - 52.85%	$96.31 - $114.76 $95.9M - $114M	889K $88.4M
AMGN	-286K - 34.96%	$258.78 - $328.31 $74M - $93.9M	532K $139M
DE	-259K - 33.49%	$389.45 - $466.0 $101M - $120M	513K $218M
AVGO	-464K - 40.5%	$159.67 - $250.0 $74M - $116M	681K $158M
JPM	-273K - 16.45%	$205.18 - $250.29 $56M - $68.3M	1.38M $332M
MCO	-28.8K - 4.88%	$454.04 - $500.88 $13.1M - $14.4M	562K $266M

Activity Summary All Purchases 30 New Holdings 7 Increased Positions 23 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sarasin & Partners LLP, based on Form 13F filings with the SEC.

News

Stay updated on Sarasin & Partners LLP with notifications on news.