$519 Million is the total value of Veritas Investment Management (UK) Ltd's 34 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMO | Sell | THERMO FISHER SCIENTIFIC | $35,044,000 | +3.5% | 75,237 | -1.9% | 6.75% | -11.3% |
| TSM | Sell | TAIWAN SEMICONDUCTOR -ADR SPONS.-adr | $35,017,000 | +30.3% | 321,141 | -3.1% | 6.74% | +11.8% |
| APH | Sell | AMPHENOL 'A'cl a | $20,491,000 | +20.1% | 156,696 | -0.5% | 3.94% | +3.0% |
| ALGN | Sell | ALIGN TECHNOLOGY | $18,781,000 | +24.9% | 35,145 | -23.5% | 3.62% | +7.1% |
| ADP | Sell | AUTOMATIC DATA PROCESSING | $18,776,000 | +25.6% | 106,563 | -0.6% | 3.61% | +7.7% |
| AVY | Sell | AVERY DENNISON | $18,436,000 | +19.0% | 118,858 | -1.9% | 3.55% | +2.1% |
| GOOG | Sell | ALPHABET 'C' -NON VOTING-cap stk cl c | $16,466,000 | +9.6% | 9,399 | -8.0% | 3.17% | -6.0% |
| GOOGL | Sell | ALPHABET 'A'cap stk cl a | $7,762,000 | +14.5% | 4,429 | -4.2% | 1.49% | -1.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY 'B'b class | $6,765,000 | -25.1% | 29,176 | -31.3% | 1.30% | -35.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 36 | Q4 2021 | 10.3% |
| BERKSHIRE HATHAWAY INC DEL | 36 | Q4 2021 | 14.4% |
| UNITEDHEALTH GROUP | 36 | Q4 2021 | 12.0% |
| LABORATORY CORP OF | 36 | Q4 2021 | 7.0% |
| ALTRIA GROUP | 36 | Q4 2021 | 3.6% |
| JPMORGAN CHASE & CO | 36 | Q4 2021 | 0.2% |
| FRANCO-NEVADA CORP | 34 | Q4 2021 | 10.0% |
| WELLS FARGO & CO NEW | 34 | Q4 2021 | 0.2% |
| HONEYWELL INTL INC | 29 | Q2 2021 | 1.7% |
| PHILIP MORRIS INTL | 28 | Q4 2019 | 5.0% |
View Veritas Investment Management (UK) Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-05 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-11 |
| 13F-HR | 2020-11-02 |
| 13F-HR | 2020-08-06 |
| 13F-HR/A | 2020-05-06 |
| 13F-HR | 2020-05-06 |
View Veritas Investment Management (UK) Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.