Veritas Investment Management LLP — Q3 2020 13F Holdings

Name: Veritas Investment Management LLP — 13F Holdings, Q3 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001576707

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	9.23%	-9.23%	EXIT
2	UNH	Unitedhealth Group INC	Stock-Healthcare	9.19%	-9.19%	EXIT
3	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	9.05%	-9.05%	EXIT
4	✓	Laboratory CORP Amer Hldgs	Stock-Other	8.25%	-8.25%	EXIT
5	CERNCHF	Cerner CORP	Stock-Other	7.63%	-7.63%	EXIT
6	MA	Mastercard INC - A	Stock-Financials	7.63%	-7.63%	EXIT
7	FISV	Fiserv INC	Stock-Other	5.15%	-5.15%	EXIT
8	HAS	Hasbro INC	Stock-Consumer Disc	5.00%	-5.00%	EXIT
9	TSCO	Tractor Supply Company	Stock-Consumer Disc	4.89%	-4.89%	EXIT
10	MRSH	Marsh & Mclennan Cos	Stock-Financials	4.37%	-4.37%	EXIT
11	APH	Amphenol Corp-cl A	Stock-Tech	4.34%	-4.34%	EXIT
12	XYL	Xylem INC	Stock-Industrials	4.18%	-4.18%	EXIT
13	AVY	Avery Dennison CORP	Stock-Consumer Disc	4.10%	-4.10%	EXIT
14	ALGN	Align Technology INC	Stock-Healthcare	4.03%	-4.03%	EXIT
15	ADP	Automatic Data Processing	Stock-Tech	3.96%	-3.96%	EXIT
16	GOOG	Alphabet Inc-cl C	Stock-Comm Services	2.98%	-2.98%	EXIT
17	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.97%	-2.97%	EXIT
18	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.60%	-1.60%	EXIT
19	AMZN	Amazon.com INC	Stock-Consumer Disc	0.18%	-0.18%	EXIT
20	AAPL	Apple INC	Stock-Tech	0.14%	-0.14%	EXIT
21	INTU	Intuit INC	Stock-Tech	0.13%	-0.13%	EXIT
22	V	Visa Inc-class A Shares	Stock-Financials	0.11%	-0.11%	EXIT
23	NKE	Nike INC -cl B	Stock-Consumer Disc	0.08%	-0.08%	EXIT
24	PYPL	Paypal Holdings INC	Stock-Financials	0.07%	-0.07%	EXIT
25	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.07%	-0.07%	EXIT
26	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.07%	-0.07%	EXIT
27	ADBE	Adobe INC	Stock-Tech	0.06%	-0.06%	EXIT
28	DG	Dollar General CORP	Stock-Consumer Staples	0.05%	-0.05%	EXIT
29	META	Meta Platforms Inc-class A	Stock-Comm Services	0.04%	-0.04%	EXIT
30	ECL	Ecolab INC	Stock-Materials	0.04%	-0.04%	EXIT
31	ILMN	Illumina INC	Stock-Healthcare	0.04%	-0.04%	EXIT
32	AXP	American Express Co	Stock-Financials	0.03%	-0.03%	EXIT
33	WEC	Wec Energy Group INC	Stock-Utilities	0.03%	-0.03%	EXIT
34	JNJ	Johnson & Johnson	Stock-Healthcare	0.03%	-0.03%	EXIT
35	ABT	Abbott Laboratories	Stock-Healthcare	0.02%	-0.02%	EXIT
36	NTRS	Northern Trust CORP	Stock-Financials	0.02%	-0.02%	EXIT
37	MCO	Moody's CORP	Stock-Financials	0.02%	-0.02%	EXIT
38	PM	Philip Morris International	Stock-Consumer Staples	0.02%	-0.02%	EXIT
39	SPGI	S&p Global INC	Stock-Financials	0.02%	-0.02%	EXIT
40	BNY	Bank Of New York Mellon CORP	Stock-Financials	0.02%	-0.02%	EXIT
41	KEY	Keycorp	Stock-Financials	0.02%	-0.02%	EXIT
42	YUSD	Alleghany CORP	Stock-Other	0.01%	-0.01%	EXIT
43	EL	Estee Lauder Companies-cl A	Stock-Consumer Staples	0.01%	-0.01%	EXIT
44	HD	Home Depot INC	Stock-Consumer Disc	0.01%	-0.01%	EXIT
45	EBAY	Ebay INC	Stock-Consumer Disc	0.01%	-0.01%	EXIT
46	UNP	Union Pacific CORP	Stock-Industrials	0.01%	-0.01%	EXIT
47	PAYX	Paychex INC	Stock-Tech	0.01%	-0.01%	EXIT
48	DIS	Walt Disney Co/the	Stock-Comm Services	0.01%	-0.01%	EXIT
49	CVS	Cvs Health CORP	Stock-Healthcare	0.01%	-0.01%	EXIT
50	ABBV	Abbvie INC	Stock-Healthcare	0.01%	-0.01%	EXIT

1–50 of 60

Holding changes this quarter

Position changes disclosed by Veritas Investment Management LLP for the quarter ending Q3 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MRSH	Marsh & Mclennan Cos	+4.4%	+125430.00%	Add
2	XYL	Xylem INC	+0.6%	-0.23%	Trim
3	FISV	Fiserv INC	+0.5%	+16.68%	Add
4	✓	Laboratory CORP Amer Hldgs	+0.4%	+2.54%	Add
5	TMO	Thermo Fisher Scientific INC	+0.3%	-5.85%	Trim
6	AVY	Avery Dennison CORP	+0.1%	+2.71%	Add
7	APH	Amphenol Corp-cl A	+0.1%	+0.57%	Add
8	MA	Mastercard INC - A	+0.1%	-2.27%	Trim
9	HAS	Hasbro INC	0%	+1.31%	Add
10	CERNCHF	Cerner CORP	0%	+5.63%	Add
11	MCO	Moody's CORP	0%	+360.38%	Add
12	NKE	Nike INC -cl B	0%	—	Unchanged
13	AXP	American Express Co	0%	+89.67%	Add
14	AAPL	Apple INC	0%	+258.59%	Add
15	AMZN	Amazon.com INC	—	-2.31%	Trim
16	MCD	Mcdonald's CORP	—	—	Unchanged
17	INTU	Intuit INC	—	-1.24%	Trim
18	COST	Costco Wholesale CORP	—	-6.07%	Trim
19	ABT	Abbott Laboratories	—	—	Unchanged
20	META	Meta Platforms Inc-class A	—	-6.96%	Trim
21	BNY	Bank Of New York Mellon CORP	—	—	Unchanged
22	NVDA	Nvidia CORP	—	—	Unchanged
23	DG	Dollar General CORP	—	-5.33%	Trim
24	XOM	Exxon Mobil CORP	—	—	Unchanged
25	JNJ	Johnson & Johnson	—	—	Unchanged
26	EL	Estee Lauder Companies-cl A	—	—	Unchanged
27	RTX	Rtx CORP	—	-13.19%	Trim
28	UNP	Union Pacific CORP	—	—	Unchanged
29	PM	Philip Morris International	—	—	Unchanged
30	KEY	Keycorp	—	-5.31%	Trim
31	WEC	Wec Energy Group INC	—	-5.58%	Trim
32	ILMN	Illumina INC	0%	—	Unchanged
33	PYPL	Paypal Holdings INC	0%	-6.05%	Trim
34	MDLZ	Mondelez International Inc-a	0%	-49.54%	Trim
35	V	Visa Inc-class A Shares	0%	-5.37%	Trim
36	HON	Honeywell International INC	-0.1%	-95.49%	Trim
37	TSCO	Tractor Supply Company	-0.1%	-0.28%	Trim
38	ALGN	Align Technology INC	-0.2%	-11.42%	Trim
39	GOOG	Alphabet Inc-cl C	-0.2%	-0.59%	Trim
40	GOOGL	Alphabet Inc-cl A	-0.2%	-0.26%	Trim
41	UNH	Unitedhealth Group INC	-0.4%	+1.20%	Add
42	ADP	Automatic Data Processing	-0.6%	+3.16%	Add
43	MSFT	Microsoft CORP	-1.1%	-4.20%	Trim
44	BRK-B	Berkshire Hathaway Inc-cl B	-3.5%	-70.98%	Trim
45	SPGI	S&p Global INC	—	NEW	New buy
46	KO	Coca-cola Co/the	—	EXIT	Sold out
47	ATVIEUR	Activision Blizzard INC	—	EXIT	Sold out
48	BAC	Bank Of America CORP	—	EXIT	Sold out
49	PFE	Pfizer INC	—	EXIT	Sold out
50	BR	Broadridge Financial Solutio	—	EXIT	Sold out