Terry Smith - Fundsmith Investment Services 13F Activity & Position Changes (Q4 2021)
As of Dec 31, 2021, the Fundsmith Investment Services portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2022. 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
|