INSUBCONTINENT EXCLUSIVE:
NEW DELHI: Big Bull Rakesh Jhunjhunwala and value investors Ashish Kacholia and Dolly Khanna sold a number of stocks all through September
quarter, as it proved to be testing times for investors in domestic equities.
Jhunjhunwala was seen trimming stakes in four of his portfolio
He, along with his better half Rekha, cut stake in Titan to 6.51 per cent till the end of September quarter from 7.05 per cent at the end of
The Big Bull also trimmed his holding in Lupin for the second quarter in a row to 1.56 per cent from 1.71 per cent at the end of June
It was 1.93 per cent at the end of March quarter.
The Jhunjhunwalas also reduced holdings in Ion Exchange to 5.29 per cent from 5.46 per
Besides, he cut stake in Firstsource Solutions by 15 basis points to 3.10 per cent from 3.25 per cent
However, his holdings in Bilcare, Crisil, Fortis Healthcare and Orient Cement remained unchanged.
September quarter shareholding data for
the remaining stocks that Jhunjhunwala holds was not available till the time of filing of this report.
The September quarter witnessed a 4.9
per cent plunge in the Sensex in July, followed by a month of dull trade when the index slipped 0.8 per cent and then a strong rebound in
You may try to predict it, but when it comes to weather, markets and risks, only God knows what will come because only He has seen
managed by her better half Rajiv Khanna, reduced stakes in Rain Industries and NOCIL while her holding in Muthoot Capital Services fell
In Rain Industries, she cut holdings by 10 basis points to 1.81 per cent from 1.91 per cent
multibagger portfolio, said he was still waiting for the economic slowdown to subside
At this point, slowdown is a reality
I am waiting for data points to emerge
I am looking for growth right now
Nothing at this point looks attractive to me
below 1 per cent in September quarter
His holding in V2Retail fell to 2.48 per cent from 2.56 per cent
Meanwhile, he bought 2.01 per cent stake in Apollo Pipes
His holding in DCM Foods rose to 2.85 per cent from 2.23 per cent at the end of June
For Anil Kumar Goel, there was no change in his holding in eight of his portfolio stocks, which have announced their quarter-end
shareholding patterns so far