Edinburgh Partners Ltd Q4 2017 vs. Q1 2018 13F Holdings Comparison

In the investment world, 13F filings are important indicators of a fund's activity, revealing its holdings, purchases, and sales of publicly traded securities. Edinburgh Partners Ltd Q4 2017 vs. Q1 2018 13F Holdings Comparison is a fascinating look at the inner workings of this investment firm. In this blog post, we will explore the changes in the fund's holdings and what they mean for investors.

Edinburgh Partners Ltd is an investment management firm founded in 2003 that focuses on long-term investments in public markets. According to the 13F filings, the fund’s total value of holdings decreased from $458,753,000 in Q4 2017 to $383,757,000 in Q1 2018, a decrease of 16.3%. Let's take a closer look at the individual holdings.

The issuer with the largest share in the fund's portfolio is Baidu Inc. According to the data, however, the fund sold all of its holdings in Baidu Inc during Q1 2018, resulting in a -100% change. This dramatic move could be due to the fact that Baidu Inc has had a tumultuous year so far, facing increasing competition from rivals Tencent and Alibaba and struggling to recover from a massive scandal that resulted in the death of a student.

Another significant change in the fund's portfolio is in the Synchony Financial holdings. During Q1 2018, the percentage change in shares increased from 0 to 979,036, and the value increased from $0 to $32,827,000. This change in strategy reflects the fund's positive outlook on the company's future prospects. Synchrony Financial is the largest provider of private label credit cards in the U.S. and has recently partnered with PayPal to offer in-store credit services to businesses.

New positions taken during Q1 2018 included Verizon Communications and Cisco Systems Inc. The percentage change in shares in both companies was 0 to 659,343 and 0 to 661,814 respectively. Verizon Communications, a large U.S. telecommunications company, has been performing well recently, and the fund's positive outlook on the company's future prospects may have driven the decision to invest. Similarly, the decision to invest in Cisco Systems Inc, a multinational technology conglomerate, could have been influenced by recent positive news.

The fund's top five holdings include Credicorp Ltd, Apache Corp, Celgene Corp, PerkinElmer Inc, and Johnson Controls. During Q1 2018, holdings in Apache Corp decreased by -6.9%, and holdings in Celgene Corp decreased by -14.5%. The data shows no percentage change in the other three holdings. It is difficult to determine why the fund decided to decrease its holdings in Apache Corp and Celgene Corp, but it could be due to a variety of factors, such as poor performance or a shift in investment strategy.

In conclusion, Edinburgh Partners Ltd Q4 2017 vs. Q1 2018 13F Holdings Comparison provides a detailed look at the changes in holdings of this investment management firm. The data shows that the fund has made significant changes to its portfolio during Q1 2018, including selling all of its holdings in Baidu Inc and making new investments in Verizon Communications and Cisco Systems Inc. While it is difficult to predict the future, these changes may give savvy investors an idea of where the investment firm thinks the market is headed.