Scott Investment Partners LLP has filed its 13F form on November 01, 2023 for Q3 2023 where it was disclosed a total value porftolio of $43.5 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $2.14M, Microsoft Corp with a value of $2.12M, Unitedhealth Group Inc with a value of $1.77M, Eog Resources Inc with a value of $1.61M, and Tjx Companies Inc with a value of $1.47M.

Examining the 13F form we can see an decrease of $958K in the current position value, from $44.5M to 43.5M.

Below you can find more details about Scott Investment Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $43.5 Million
Healthcare: $9.71 Million
Technology: $8.39 Million
Consumer Cyclical: $6.44 Million
Industrials: $6.14 Million
Energy: $4.87 Million
Consumer Defensive: $3.36 Million
Basic Materials: $1.93 Million
Communication Services: $855,000
Other: $672,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $43.5 Million
  • Prior Value $44.5 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 01, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Scott Investment Partners LLP Portfolio

Follow Scott Investment Partners LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Scott Investment Partners LLP with notifications on news.