Terry Smith - Fundsmith Investment Services 13F Activity & Position Changes (Q4 2021)
According to the SEC 13F filed on Feb 14, 2022, the Fundsmith Investment Services portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2021, the filing reported:
New Buys - None reported
Increases - Agilent Technologies, Inc., Amphenol Corporation, Danaher Corporation, Equifax, Inc., Estee Lauder Companies, Inc. (T, 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 |
|---|---|---|---|
|
Q4 2021
|
A
Agilent Technologies, Inc.
|
Buy |
+36
|
|
Q4 2021
|
APH
Amphenol Corporation
|
Buy |
+210
|
|
Q4 2021
|
DHR
Danaher Corporation
|
Buy |
+7
|
|
Q4 2021
|
EFX
Equifax, Inc.
|
Buy |
+14
|
|
Q4 2021
|
EL
Estee Lauder Companies, Inc. (T
|
Buy |
+15
|
|
Q4 2021
|
HD
Home Depot, Inc. (The)
|
Buy |
+28
|
|
Q4 2021
|
INTU
Intuit Inc.
|
Buy |
+11
|
|
Q4 2021
|
MA
Mastercard Incorporated
|
Buy |
+2,804
|
|
Q4 2021
|
MSFT
Microsoft Corporation
|
Buy |
+34
|
|
Q4 2021
|
NKE
Nike, Inc.
|
Buy |
+62
|
|
Q4 2021
|
OTIS
Otis Worldwide Corporation
|
Buy |
+171
|
|
Q4 2021
|
ROST
Ross Stores, Inc.
|
Buy |
+94
|
|
Q4 2021
|
SBUX
Starbucks Corporation
|
Buy |
+168
|
|
Q4 2021
|
SHW
Sherwin-Williams Company (The)
|
Buy |
+15
|
|
Q4 2021
|
SPGI
S&P Global Inc.
|
Buy |
+20
|
|
Q4 2021
|
SYK
Stryker Corporation
|
Buy |
+38
|
|
Q4 2021
|
V
Visa Inc.
|
Buy |
+4,604
|
|
Q4 2021
|
WCN
Waste Connections, Inc.
|
Buy |
+39
|
|
Q4 2021
|
ZTS
Zoetis Inc.
|
Buy |
+28
|