$3.23 Billion is the total value of Veritas Investment Partners (UK) Ltd.'s 73 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -150 | -100.0% | -0.00% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -220 | -100.0% | -0.00% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -200 | -100.0% | -0.00% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -500 | -100.0% | -0.00% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -750 | -100.0% | -0.00% | – | |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -2,700 | -100.0% | -0.00% | – |
| C | Exit | CITIGROUP INC | $0 | – | -2,100 | -100.0% | -0.00% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,000 | -100.0% | -0.00% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -212 | -100.0% | -0.00% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -530 | -100.0% | -0.01% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -6,000 | -100.0% | -0.01% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,400 | -100.0% | -0.01% | – |
| Y | Exit | ALLEGHANY CORP MD | $0 | – | -417 | -100.0% | -0.01% | – |
| GNRC | Exit | GENERAC HLDGS INC | $0 | – | -283,030 | -100.0% | -1.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.