彭博社分析的数据显示7 月恒康 disciplined value 基金在投资组合中新增了康明斯公司(Cummins I

智通财经
Aug 16
彭博社分析的数据显示7 月恒康 disciplined value 基金在投资组合中新增了康明斯公司(Cummins Inc.)并清仓了联合健康集团(UnitedHealth Group Inc.)的持仓。该基金披露的持仓规模变动不大为 178 亿美元。重点信息:增持纽蒙特公司(Newmont Corp.);减持凯洛格・布朗・鲁特公司(KBR Inc.);摩根大通(JPMorgan Chase & Co.)是其最大投资标的占披露资产的 4.5%。三笔新增买入:康明斯:418,931 股价值 1.54 亿美元;联邦快递(FedEx Corp.):605,552 股价值 1.353 亿美元;艾昆纬(Iqvia Holdings Inc.):714,902 股价值 1.329 亿美元。

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