Independent Franchise Partners
Latest statistics and disclosures from Independent Franchise Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JNJ, Fox Corp, MSFT, BMY, Booking Holdings, and represent 33.29% of Independent Franchise Partners's stock portfolio.
- Added to shares of these 10 stocks: IBM (+$384.58M), Facebook Inc cl a (+$243.06M), Alphabet Inc Class A cs (+$226.26M), PM (+$81.90M), WWE (+$75.44M), BMY (+$66.53M), Booking Holdings (+$48.18M), Servicemaster Global (+$42.24M), Corteva Inc Com (+$41.48M), ADSK (+$33.59M).
- Started 6 new stock positions in Facebook Inc cl a, Alphabet Inc Class A cs, WWE, IBM, Servicemaster Global, ADSK.
- Reduced shares in these 10 stocks: Transunion (-$227.64M), MSFT (-$175.72M), AAPL (-$167.96M), S&p Global (-$150.24M), EFX (-$138.90M), Accenture (-$102.12M), TAP (-$86.51M), EBAY (-$60.87M), WU (-$60.46M), TIF (-$55.06M).
- Sold out of its positions in TIF, Transunion.
- Independent Franchise Partners was a net buyer of stock by $31.08M.
- Independent Franchise Partners has $8.11B in assets under management (AUM), dropping by -18.69%.
Portfolio Holdings for Independent Franchise Partners
Companies in the Independent Franchise Partners portfolio as of the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 8.26 | 5.11M | -2% | 131.13 |
| Fox Corp | 6.43 | 22.06M | 23.63 | |
| Microsoft Corporation (MSFT) | 6.37 | 3.28M | -25% | 157.71 |
| Bristol Myers Squibb (BMY) | 6.12 | 8.90M | +15% | 55.74 |
| Booking Holdings | 6.10 | 368037 | +10% | 1345.32 |
| Apple (AAPL) | 5.82 | 1.86M | -26% | 254.29 |
| Electronic Arts (ERTS) | 5.37 | 4.35M | -2% | 100.17 |
| International Business Machines (IBM) | 4.74 | 3.47M | NEW | 110.93 |
| Corteva Inc Com | 4.68 | 16.14M | +12% | 23.50 |
| Oracle Corporation (ORCL) | 4.49 | 7.54M | -2% | 48.33 |
| Western Union Company (WU) | 4.41 | 19.73M | -14% | 18.13 |
| Philip Morris International (PM) | 4.35 | 4.84M | +30% | 72.96 |
| S&p Global | 3.97 | 1.31M | -31% | 245.05 |
| Accenture | 3.75 | 1.86M | -25% | 163.26 |
| Altria (MO) | 3.68 | 7.72M | -2% | 38.67 |
| News | 3.47 | 31.33M | +5% | 8.97 |
| Facebook Inc cl a | 3.00 | 1.46M | NEW | 166.80 |
| Equifax (EFX) | 2.85 | 1.94M | -37% | 119.45 |
| eBay (EBAY) | 2.83 | 7.63M | -20% | 30.06 |
| Molson Coors Brewing Company (TAP) | 2.82 | 5.86M | -27% | 39.01 |
| Alphabet Inc Class A cs | 2.79 | 194723 | NEW | 1161.95 |
| News Corp Class B cos | 1.27 | 11.48M | +19% | 8.99 |
| World Wrestling Entertainment (WWE) | 0.93 | 2.22M | NEW | 33.93 |
| Iaa Inc | 0.57 | 1.53M | +87% | 29.96 |
| Servicemaster Global | 0.52 | 1.56M | NEW | 27.00 |
| Autodesk (ADSK) | 0.41 | 215200 | NEW | 156.10 |
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Past Filings by Independent Franchise Partners
View past SEC 13F filings by Independent Franchise Partners
- Independent Franchise Partners 2019 Q4 filed Feb. 13, 2020
- Independent Franchise Partners 2019 Q3 filed Nov. 14, 2019
- Independent Franchise Partners 2019 Q2 filed Aug. 13, 2019
- Independent Franchise Partners 2019 Q1 filed May 14, 2019
- Independent Franchise Partners 2018 Q4 filed Feb. 14, 2019
- Independent Franchise Partners 2018 Q3 filed Nov. 13, 2018
- Independent Franchise Partners 2018 Q2 filed Aug. 14, 2018
- Independent Franchise Partners 2018 Q1 filed May 15, 2018
- Independent Franchise Partners 2017 Q4 filed Feb. 13, 2018
- Independent Franchise Partners 2017 Q3 filed Oct. 23, 2017
- Independent Franchise Partners 2017 Q2 filed July 27, 2017
- Independent Franchise Partners 2017 Q1 filed May 10, 2017
- Independent Franchise Partners 2016 Q4 filed Jan. 27, 2017
- Independent Franchise Partners 2016 Q3 filed Nov. 1, 2016
- Independent Franchise Partners 2016 Q2 filed Aug. 3, 2016
- Independent Franchise Partners 2016 Q1 filed May 9, 2016
- Independent Franchise Partners 2015 Q4 filed Jan. 28, 2016
- Independent Franchise Partners 2015 Q3 filed Nov. 3, 2015
- Independent Franchise Partners 2015 Q2 filed July 29, 2015