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Terry Smith

Terry Smith

Fundsmith LLP

·

CIK

1569205

The founder and CEO of Fundsmith, known for his focus on high-quality, global companies with sustainable competitive advantages and his long-term investment horizon.

14 Aug 2024

Last Update

AUM
$24.54B
Holdings
40
ROI %
19.25%
QoQ%
4.25%
Avg. Holding Period
5y

SEC Filings

Form
Name
Filing Date
Report Date
N-PX/A
-
04 Sep 2024
30 Jun 2024
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
28 Aug 2024
30 Jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Aug 2024
30 Jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
15 May 2024
31 Mar 2024
SC 13G/A
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
14 Feb 2024
-
SC 13G/A
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
14 Feb 2024
-
SC 13G/A
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
14 Feb 2024
-
SC 13G/A
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
14 Feb 2024
-
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Feb 2024
31 Dec 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Nov 2023
30 Sep 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Aug 2023
30 Jun 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
15 May 2023
31 Mar 2023
SC 13G
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
14 Feb 2023
-
SC 13G
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
14 Feb 2023
-
SC 13G
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
14 Feb 2023
-
SC 13G
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
14 Feb 2023
-
SC 13G
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
14 Feb 2023
-
SC 13G
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
14 Feb 2023
-
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Feb 2023
31 Dec 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Nov 2022
30 Sep 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
15 Aug 2022
30 Jun 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
16 May 2022
31 Mar 2022