Delaware International Equity Fund
Delaware Group Global & International Funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2023 → Feb 29, 2024

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2023 Shares Feb 2024 Δ shares End % Δ value
BANCO DO BRASIL 0 414,426 414,426 1.84% $4.83M
SIEMENS AG-REG 0 21,181 21,181 1.60% $4.19M
MONDI PLC COMMON STOCK 0 209,959 209,959 1.42% $3.73M
KION GROUP AG 0 56,100 56,100 1.08% $2.83M
KB FINANCIAL GRO 0 53,733 53,733 0.98% $2.56M
SIEMENS HEALTHINEERS AG COMMON STOCK 0 40,292 40,292 0.92% $2.42M
FRESHWORKS INC CL A 0 118,132 118,132 0.92% $2.41M
Icon Public Limited Company 0 6,369 6,369 0.78% $2.04M
TESCO PLC 0 473,589 473,589 0.64% $1.67M
Security Shares Nov 2023 Shares Feb 2024 Δ shares End % Δ value
SEAGATE TECHNOLOGY HOLDINGS PLC 94,097 0 -94,097 0.00% -$7.44M
MONCLER SPA 90,490 0 -90,490 0.00% -$5.01M
Banco do Brasil S.A. ADR 431,197 0 -431,197 0.00% -$4.72M
MONDI PLC 240,300 0 -240,300 0.00% -$4.27M
TENCENT HOLDINGS LTD 68,600 0 -68,600 0.00% -$2.87M
Security Shares Nov 2023 Shares Feb 2024 Δ shares End % Δ value
L'OREAL SA ORD 22,107 22,792 685 4.15% $514.48K
NESTLE SA (REG) 81,681 96,559 14,878 3.82% $747.95K
SEVEN I HOLDINGS COMPANY 201,600 618,000 416,400 3.51% $1.74M
ASAHI GROUP HOLDINGS LTD COMMON STOCK 208,800 244,400 35,600 3.19% $690.05K
MITSUBISHI UFJ F 594,000 690,000 96,000 2.70% $2.06M
BNP PARIBAS 69,437 75,848 6,411 1.74% $186.02K
Security Shares Nov 2023 Shares Feb 2024 Δ shares End % Δ value
ASML Holding NV 10,526 10,117 -409 3.66% $2.46M
SAP SE 50,229 48,276 -1,953 3.45% $1.09M
RECKITT BENCKISE 133,994 132,592 -1,402 3.19% -$753.74K
TAIWAN SEMIC MFG CO LTD SP ADR 66,475 63,891 -2,584 3.13% $1.75M
HALEON PLC 1,909,157 1,889,179 -19,978 3.02% -$29.37K
DOLLARAMA INC 105,551 97,230 -8,321 2.87% -$144.70K
DEUTSCHE TELEKOM 322,748 310,196 -12,552 2.81% -$347.02K
Airbus SE 45,752 43,973 -1,779 2.77% $492.83K
BBVA 645,334 620,232 -25,102 2.36% $211.37K
TOKIO MARINE HOLDINGS INC COMMON STOCK 217,500 209,100 -8,400 2.33% $757.52K
NOVO NORDISK-B 52,511 50,469 -2,042 2.30% $691.62K
STELLANTIS NV 258,191 229,698 -28,493 2.29% $415.53K
RENESAS ELECTRON 359,100 345,200 -13,900 2.17% -$602.16K
LVMH MOET HENNESSY LOUIS VUITTON SE 10,049 6,196 -3,853 2.16% -$2.03M
THALES SA 37,584 36,122 -1,462 2.04% -$245.26K
TOTALENERGIES SE 83,101 79,869 -3,232 1.94% -$540.97K
SHELL PLC 161,842 155,548 -6,294 1.86% -$418.89K
ASTRAZENECA PLC 39,733 38,188 -1,545 1.84% -$265.56K
ING GROEP NV 356,524 342,658 -13,866 1.80% -$282.04K
ADYEN NV 3,040 2,921 -119 1.76% $1.08M
ICICI Bank Ltd 186,706 179,445 -7,261 1.75% $456.31K
ALCON INC 70,797 51,911 -18,886 1.67% -$965.30K
GENMAB AS 15,776 15,163 -613 1.61% -$765.32K
MENGNIU DAIRY 1,625,000 1,608,000 -17,000 1.53% -$1.08M
MERCADOLIBRE INC 2,533 2,435 -98 1.48% -$220.07K
SLB LTD 82,614 79,401 -3,213 1.46% -$461.78K
AXIS BANK LTD 55,473 53,316 -2,157 1.33% -$79.62K
MITSUI CHEMICALS 129,000 124,000 -5,000 1.31% -$326.98K
HEIDELBERG MATERIALS AG COMMON STOCK 36,012 34,612 -1,400 1.28% $428.70K
VINCI SA 24,947 23,977 -970 1.17% $22.98K
BUDWEISER BREWIN 2,953,500 1,855,500 -1,098,000 1.14% -$2.23M
HELLOFRESH SE 196,877 194,817 -2,060 1.03% -$300.16K
HSBC HOLDINGS PL 346,593 333,113 -13,480 0.99% -$41.65K
Newmont Corporation 112,698 80,652 -32,046 0.91% -$2.10M
Sartorius Aktiengesellschaft 6,467 6,215 -252 0.90% $273.69K
SEA LTD ADR 30,273 29,095 -1,178 0.54% $315.20K
Prudential Public Limited Company 377,513 99,871 -277,642 0.38% -$3.13M
MONEYMKT 698,350 310,713 -387,637 0.12% -$387.64K
MONEYMKT 698,350 310,713 -387,637 0.12% -$387.64K
MSILF-GOVT-INS 698,350 310,713 -387,637 0.12% -$387.64K
BlackRock Liquidity FedFund - Institutional Class 698,349 310,712 -387,637 0.12% -$387.64K

No positions in this category.

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