Al Gore’s Environmentally-Conscious Hedge Fund Was Buying These Stocks in Q3

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Becton Dickinson and Co (NYSE:BDX)

– Shares Owned by Generation Investment Management (as of September 30): 1.21 million

– Value of Generation Investment Management’s Holding (as of September 30): $217.96 million

Generation Investment boosted its stake in the New Jersey-based medical technology company Becton Dickinson and Co (NYSE:BDX) by 81% in the third quarter, owning a total of 1.21 million shares of the company, whose value stood at over $217.96 million. Becton topped fiscal fourth quarter estimates by posting EPS of $2.12 on $3.23 billion revenue, versus the consensus of $2.09 EPS on $3.22 billion revenue. For full year 2017, the company expects EPS in between $9.45 – $9.55, compared to the estimates of $9.45. At the end of the third quarter, John Brennan’s Sirios Capital Management owned 307,379 shares of Becton Dickinson and Co (NYSE:BDX).

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Thermo Fisher Scientific Inc. (NYSE:TMO)

– Shares Owned by Generation Investment Management (as of September 30): 813,947

– Value of Generation Investment Management’s Holding (as of September 30): $129.46 million

Generation Investment added Thermo Fisher Scientific Inc. (NYSE:TMO) as a new position in its portfolio, buying a $129.46 million stake in the company. Thermo Fisher Scientific Inc. (NYSE:TMO) shares have gained over 0.4% in value year-to-date. Thermo Fisher Scientific (NYSE: TMO) earned $2.03 a share on $4.49 billion revenue in the third quarter, above the forecasts of $1.97 EPS and $4.39 billion revenue. A total of 46 hedge funds tracked by Insider Monkey were bullish on Thermo Fisher Scientific Inc. (NYSE:TMO) at the end of the third quarter.

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Disclosure: None

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