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AMF Tjanstepension AB Buys Berkshire Hathaway Inc, IQVIA Holdings Inc, Lam Research Corp, Sells ...

·9 min read

Investment company AMF Tjanstepension AB (Current Portfolio) buys Berkshire Hathaway Inc, IQVIA Holdings Inc, Lam Research Corp, Nutrien, Waste Management Inc, sells Adobe Inc, Texas Instruments Inc, Salesforce.com Inc, Thermo Fisher Scientific Inc, Eaton Corp PLC during the 3-months ended 2021Q4, according to the most recent filings of the investment company, AMF Tjanstepension AB. As of 2021Q4, AMF Tjanstepension AB owns 193 stocks with a total value of $14.6 billion. These are the details of the buys and sells.

  • New Purchases: BRK.B, IQV, BBLN, FIVN,

  • Added Positions: LRCX, PG, NTR, WM, PLD, COP, LLY, AMT, PNC, RF, GNRC, WPM, PRU, PEAK, NEM, BKNG, GPC, GOOGL, SBUX, ACN, ENB, AMGN, ZTS, PANW, NIO, ALGN, NLY, ADI, VFC, TYL, SLB, SBAC, BIIB, DRI, GILD, MBT, DFS, CBRE, BKR,

  • Reduced Positions: GOOG, MSFT, ADBE, TXN, CRM, TMO, ETN, LOW, AMAT, INTC, UNP, CFG, MA, V, LIN, BNS, HD, BMY, CAT, A, DE, DIS, TSLA, CNI, TT, SHW, AXP, BABA, CSCO, MRK, HLT, EL, BLK, SCHW, CCI, NKE, MCD, TJX, FNV, CB, CI, BK, NEE, MTD, MCO, MPC, KO, HPQ, ROK, ITW, ICE, KEY, PEP, PGR, VZ, EBAY, PBA, BBY, DXCM, DD, FAST, IBM, IFF, JNJ, NVDA, NSC, TROW, TGT, PSX, SHOP, ATVI, ALL, AIG, ADSK, ADP, BLL, BMO, CM, CNC, CPRT, EW, EQR, GIS, ILMN, JCI, WTW, LULU, FRC, MMM, AEM, CSX, KMX, CMI, IDXX, KR, MGA, MMC, SPGI, ES, PPG, SIVB, TRV, URI, VRTX, WY, MELI, FERG, HCA, CTLT, OKTA, TFC, CERN, CME, CL, ECL, EA, WELL, INTU, MFC, RMD, SRE, SLF, TRI, APTV, WDAY, TDOC, YUMC, LI, AON, INFY, LH, ROP, TSM, VLO, PODD, BURL, APG, XPEV,

  • Sold Out: DOV, PFG, RCI, GLOB, AEP, BWA, PH, VOYA, CABO,


For the details of AMF Tjanstepension AB's stock buys and sells,
go to https://www.gurufocus.com/guru/amf+tjanstepension+ab/current-portfolio/portfolio

These are the top 5 holdings of AMF Tjanstepension AB

  1. Microsoft Corp (MSFT) - 5,129,473 shares, 11.80% of the total portfolio. Shares reduced by 5.17%

  2. Alphabet Inc (GOOG) - 242,205 shares, 4.79% of the total portfolio. Shares reduced by 19.34%

  3. Tesla Inc (TSLA) - 510,667 shares, 3.69% of the total portfolio. Shares reduced by 5.3%

  4. Procter & Gamble Co (PG) - 3,236,241 shares, 3.62% of the total portfolio. Shares added by 17.60%

  5. NVIDIA Corp (NVDA) - 1,622,271 shares, 3.26% of the total portfolio. Shares reduced by 1.49%

New Purchase: Berkshire Hathaway Inc (BRK.B)

AMF Tjanstepension AB initiated holding in Berkshire Hathaway Inc. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $318.845300. The impact to a portfolio due to this purchase was 1.86%. The holding were 909,860 shares as of 2021-12-31.

New Purchase: IQVIA Holdings Inc (IQV)

AMF Tjanstepension AB initiated holding in IQVIA Holdings Inc. The purchase prices were between $238.37 and $282.61, with an estimated average price of $260.16. The stock is now traded at around $244.300000. The impact to a portfolio due to this purchase was 1.14%. The holding were 589,337 shares as of 2021-12-31.

New Purchase: Babylon Holdings Ltd (BBLN)

AMF Tjanstepension AB initiated holding in Babylon Holdings Ltd. The purchase prices were between $0 and $11.71, with an estimated average price of $7.86. The stock is now traded at around $5.160000. The impact to a portfolio due to this purchase was 0.24%. The holding were 6,000,000 shares as of 2021-12-31.

New Purchase: Five9 Inc (FIVN)

AMF Tjanstepension AB initiated holding in Five9 Inc. The purchase prices were between $128.25 and $166.52, with an estimated average price of $147.34. The stock is now traded at around $125.900000. The impact to a portfolio due to this purchase was 0.02%. The holding were 25,940 shares as of 2021-12-31.

Added: Lam Research Corp (LRCX)

AMF Tjanstepension AB added to a holding in Lam Research Corp by 228.22%. The purchase prices were between $544.41 and $726.75, with an estimated average price of $629.37. The stock is now traded at around $567.185000. The impact to a portfolio due to this purchase was 1.05%. The holding were 307,731 shares as of 2021-12-31.

Added: Nutrien Ltd (NTR)

AMF Tjanstepension AB added to a holding in Nutrien Ltd by 61.80%. The purchase prices were between $65.93 and $76.54, with an estimated average price of $70.11. The stock is now traded at around $72.923900. The impact to a portfolio due to this purchase was 0.44%. The holding were 2,214,799 shares as of 2021-12-31.

Added: Waste Management Inc (WM)

AMF Tjanstepension AB added to a holding in Waste Management Inc by 24.12%. The purchase prices were between $148.83 and $166.9, with an estimated average price of $161.05. The stock is now traded at around $144.820000. The impact to a portfolio due to this purchase was 0.34%. The holding were 1,528,184 shares as of 2021-12-31.

Added: Prologis Inc (PLD)

AMF Tjanstepension AB added to a holding in Prologis Inc by 36.84%. The purchase prices were between $126.43 and $168.36, with an estimated average price of $149.88. The stock is now traded at around $151.160000. The impact to a portfolio due to this purchase was 0.3%. The holding were 950,758 shares as of 2021-12-31.

Added: ConocoPhillips (COP)

AMF Tjanstepension AB added to a holding in ConocoPhillips by 963.83%. The purchase prices were between $68.6 and $77.03, with an estimated average price of $72.91. The stock is now traded at around $90.530000. The impact to a portfolio due to this purchase was 0.27%. The holding were 598,510 shares as of 2021-12-31.

Added: Eli Lilly and Co (LLY)

AMF Tjanstepension AB added to a holding in Eli Lilly and Co by 23.97%. The purchase prices were between $224.85 and $279.04, with an estimated average price of $254.3. The stock is now traded at around $238.750000. The impact to a portfolio due to this purchase was 0.27%. The holding were 751,013 shares as of 2021-12-31.

Sold Out: Dover Corp (DOV)

AMF Tjanstepension AB sold out a holding in Dover Corp. The sale prices were between $155.99 and $181.6, with an estimated average price of $170.05.

Sold Out: Principal Financial Group Inc (PFG)

AMF Tjanstepension AB sold out a holding in Principal Financial Group Inc. The sale prices were between $65.12 and $73.93, with an estimated average price of $69.94.

Sold Out: Rogers Communications Inc (RCI)

AMF Tjanstepension AB sold out a holding in Rogers Communications Inc. The sale prices were between $44.45 and $49.64, with an estimated average price of $46.9.

Sold Out: Globant SA (GLOB)

AMF Tjanstepension AB sold out a holding in Globant SA. The sale prices were between $252.3 and $354.44, with an estimated average price of $295.9.

Sold Out: BorgWarner Inc (BWA)

AMF Tjanstepension AB sold out a holding in BorgWarner Inc. The sale prices were between $41.96 and $48.55, with an estimated average price of $45.64.

Sold Out: American Electric Power Co Inc (AEP)

AMF Tjanstepension AB sold out a holding in American Electric Power Co Inc. The sale prices were between $80.28 and $88.97, with an estimated average price of $84.43.

Reduced: Adobe Inc (ADBE)

AMF Tjanstepension AB reduced to a holding in Adobe Inc by 24.76%. The sale prices were between $549.77 and $688.37, with an estimated average price of $625.62. The stock is now traded at around $503.200000. The impact to a portfolio due to this sale was -0.5%. AMF Tjanstepension AB still held 362,438 shares as of 2021-12-31.

Reduced: Texas Instruments Inc (TXN)

AMF Tjanstepension AB reduced to a holding in Texas Instruments Inc by 62.65%. The sale prices were between $184.24 and $201.29, with an estimated average price of $191.91. The stock is now traded at around $169.740000. The impact to a portfolio due to this sale was -0.48%. AMF Tjanstepension AB still held 204,659 shares as of 2021-12-31.

Reduced: Salesforce.com Inc (CRM)

AMF Tjanstepension AB reduced to a holding in Salesforce.com Inc by 26.91%. The sale prices were between $247.21 and $309.96, with an estimated average price of $280.77. The stock is now traded at around $214.810000. The impact to a portfolio due to this sale was -0.42%. AMF Tjanstepension AB still held 576,582 shares as of 2021-12-31.

Reduced: Thermo Fisher Scientific Inc (TMO)

AMF Tjanstepension AB reduced to a holding in Thermo Fisher Scientific Inc by 32.32%. The sale prices were between $569 and $667.24, with an estimated average price of $625.69. The stock is now traded at around $581.820000. The impact to a portfolio due to this sale was -0.39%. AMF Tjanstepension AB still held 198,075 shares as of 2021-12-31.

Reduced: Eaton Corp PLC (ETN)

AMF Tjanstepension AB reduced to a holding in Eaton Corp PLC by 46.88%. The sale prices were between $148.36 and $174.66, with an estimated average price of $166.07. The stock is now traded at around $150.325000. The impact to a portfolio due to this sale was -0.38%. AMF Tjanstepension AB still held 389,734 shares as of 2021-12-31.

Reduced: Lowe's Companies Inc (LOW)

AMF Tjanstepension AB reduced to a holding in Lowe's Companies Inc by 33.41%. The sale prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $227.670000. The impact to a portfolio due to this sale was -0.35%. AMF Tjanstepension AB still held 472,035 shares as of 2021-12-31.



Here is the complete portfolio of AMF Tjanstepension AB. Also check out:

1. AMF Tjanstepension AB's Undervalued Stocks

2. AMF Tjanstepension AB's Top Growth Companies, and

3. AMF Tjanstepension AB's High Yield stocks

4. Stocks that AMF Tjanstepension AB keeps buyingThis article first appeared on GuruFocus.