$3.54 Billion is the total value of Veritas Investment Partners (UK) Ltd.'s 73 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 200.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ACN | Buy | ACCENTURE PLC IRELAND | $201,856,000 | -0.3% | 598,502 | +22.6% | 5.71% | +76.1% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $115,698,000 | +1.9% | 1,109,800 | +17.6% | 3.27% | +80.0% |
FNV | Buy | FRANCO NEV CORP | $95,999,000 | +41.4% | 601,672 | +22.6% | 2.72% | +149.8% |
ISRG | New | INTUITIVE SURGICAL INC | $92,417,000 | – | 306,185 | +100.0% | 2.61% | – |
BAC | New | BK OF AMERICA CORP | $515,000 | – | 12,500 | +100.0% | 0.02% | – |
HCA | New | HCA HEALTHCARE INC | $401,000 | – | 1,600 | +100.0% | 0.01% | – |
CB | New | CHUBB LIMITED | $23,000 | – | 108 | +100.0% | 0.00% | – |
JPM | New | JPMORGAN CHASE & CO | $52,000 | – | 380 | +100.0% | 0.00% | – |
WFC | New | WELLS FARGO CO NEW | $17,000 | – | 350 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
UNITEDHEALTH GROUP INC | 12 | Q3 2023 | 9.3% |
THERMO FISHER SCIENTIFIC INC | 12 | Q3 2023 | 8.2% |
MICROSOFT CORP | 12 | Q3 2023 | 8.6% |
Laboratory Corp of America Holdings | 12 | Q3 2023 | 8.0% |
MASTERCARD INCORPORATED | 12 | Q3 2023 | 7.3% |
TRACTOR SUPPLY CO | 12 | Q3 2023 | 6.3% |
MARSH & MCLENNAN COS INC | 12 | Q3 2023 | 6.2% |
FISERV INC | 12 | Q3 2023 | 5.7% |
AMPHENOL CORP NEW | 12 | Q3 2023 | 5.0% |
Automatic Data Processing Inc | 12 | Q3 2023 | 4.4% |
View Veritas Investment Partners (UK) Ltd.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-09 |
13F-HR | 2023-04-27 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR/A | 2022-08-10 |
13F-HR/A | 2022-08-10 |
13F-HR/A | 2022-08-10 |
13F-HR/A | 2022-08-10 |
View Veritas Investment Partners (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.