Terry Smith - Fundsmith Investment Services 13F Activity & Position Changes (Q3 2021)
According to the SEC 13F filed on Nov 12, 2021, the Fundsmith Investment Services portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2021, the filing reported:
New Buys - None reported
Increases - Agilent Technologies, Inc., Diageo plc, Equifax, Inc., Estee Lauder Companies, Inc. (T, Home Depot, Inc. (The), and 14 more
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2021
|
A
Agilent Technologies, Inc.
|
Buy |
+37
|
|
Q3 2021
|
DEO
Diageo plc
|
Buy |
+356
|
|
Q3 2021
|
EFX
Equifax, Inc.
|
Buy |
+14
|
|
Q3 2021
|
EL
Estee Lauder Companies, Inc. (T
|
Buy |
+13
|
|
Q3 2021
|
HD
Home Depot, Inc. (The)
|
Buy |
+35
|
|
Q3 2021
|
HEI-A
Heico Corporation
|
Buy |
+23
|
|
Q3 2021
|
INTU
Intuit Inc.
|
Buy |
+10
|
|
Q3 2021
|
MA
Mastercard Incorporated
|
Buy |
+6
|
|
Q3 2021
|
MSFT
Microsoft Corporation
|
Buy |
+35
|
|
Q3 2021
|
NKE
Nike, Inc.
|
Buy |
+57
|
|
Q3 2021
|
OTIS
Otis Worldwide Corporation
|
Buy |
+160
|
|
Q3 2021
|
ROST
Ross Stores, Inc.
|
Buy |
+92
|
|
Q3 2021
|
SBUX
Starbucks Corporation
|
Buy |
+147
|
|
Q3 2021
|
SHW
Sherwin-Williams Company (The)
|
Buy |
+16
|
|
Q3 2021
|
SPGI
S&P Global Inc.
|
Buy |
+20
|
|
Q3 2021
|
SYK
Stryker Corporation
|
Buy |
+38
|
|
Q3 2021
|
V
Visa Inc.
|
Buy |
+12
|
|
Q3 2021
|
WCN
Waste Connections, Inc.
|
Buy |
+37
|
|
Q3 2021
|
ZTS
Zoetis Inc.
|
Buy |
+30
|