Sarasin & Partners LLP Reduced Holdings in Q2 2025

Sarasin & Partners LLP

  • $9.81 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-387K
- 21.69%
$172.42 - $223.89 $66.7M - $86.6M
1.4M $287M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-119K
- 31.77%
$390.26 - $489.06 $46.6M - $58.4M
257K $104M
KMB
Kimberly Clark Corp

Consumer Defensive
-130K
- 10.7%
$126.84 - $145.22 $16.5M - $18.9M
1.08M $140M
CME
Cme Group Inc.

Financial Services
-158K
- 13.45%
$252.37 - $290.71 $39.8M - $45.9M
1.01M $280M
OTIS
Otis Worldwide Corp

Industrials
-60.8K
- 1.67%
$90.88 - $104.3 $5.53M - $6.34M
3.58M $355M
MA
Mastercard Inc

Financial Services
-52.5K
- 6.91%
$479.92 - $590.74 $25.2M - $31M
707K $397M
PLD
Prologis, Inc.

Real Estate
-68K
- 7.84%
$89.76 - $112.34 $6.11M - $7.64M
799K $84M
DE
Deere & CO

Industrials
-53.6K
- 11.76%
$412.99 - $531.48 $22.1M - $28.5M
402K $204M
AMT
American Tower Corp

Real Estate
-28.3K
- 3.51%
$203.96 - $228.19 $5.77M - $6.45M
777K $172M
CCI
Crown Castle International Corp

Real Estate
-23.5K
- 68.12%
$94.83 - $107.06 $2.22M - $2.51M
11K $1.13M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-5K
- 10.0%
$57.26 - $78.92 $286K - $395K
45K $2.61M
GOOG
Alphabet Inc.

Communication Services
-15.7K
- 16.73%
$146.58 - $180.01 $2.3M - $2.83M
78.1K $13.9M
EQR
Equity Residential

Real Estate
-4.34K
- 4.48%
$61.82 - $71.72 $268K - $311K
92.5K $6.24M
AVB
Avalonbay Communities Inc

Real Estate
-959
- 3.63%
$187.23 - $215.61 $180K - $207K
25.5K $5.19M
AGCO
Agco Corp

Industrials
-6.5K
- 32.5%
$75.77 - $108.43 $493K - $705K
13.5K $1.39M
HDB
Hdfc Bank LTD

Financial Services
-10.4K
- 26.94%
$63.78 - $77.48 $663K - $806K
28.2K $2.16M
WMT
Walmart Inc.

Consumer Defensive
-10K
- 16.66%
$81.79 - $99.98 $818K - $1M
50K $4.89M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.4K
- 6.69%
$72.02 - $73.82 $317K - $325K
61.4K $4.52M
TXN
Texas Instruments Inc

Technology
-528
- 0.41%
N/A
127K $24.7M
BXP
Boston Properties Inc

Real Estate
-768
- 4.66%
$56.86 - $74.12 $43.7K - $56.9K
15.7K $1.06M
Blackrock Inc
-20.9K
- 8.56%
N/A
223K $0
GLD
Spdr Gold Trust

ETFs
-2.02K
- 3.26%
$273.71 - $316.29 $552K - $638K
59.8K $18.2M
ARMK
Aramark

Industrials
-8
- 0.01%
$30.39 - $42.1 $243 - $337
154K $6.47M
MCO
Moodys Corp

Financial Services
-25.7K
- 5.77%
$396.7 - $501.59 $10.2M - $12.9M
420K $211M
COST
Costco Wholesale Corp

Consumer Defensive
-193
- 0.08%
$908.13 - $1056.85 $175K - $204K
238K $235M
GOOGL
Alphabet Inc.

Communication Services
-62.3K
- 2.43%
$144.7 - $178.6 $9.02M - $11.1M
2.5M $441M
META
Meta Platforms, Inc.

Communication Services
-10.8K
- 1.68%
$484.66 - $738.09 $5.24M - $7.98M
632K $467M
MSFT
Microsoft Corp

Technology
-22.3K
- 1.05%
$354.56 - $497.45 $7.9M - $11.1M
2.1M $1.04B
Activity Summary
Buys All Purchases 40 New Holdings 6 Increased Positions 34 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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