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Sanjiv Dhireshbhai Shah is one of the most eminent stock traders and investors in this country who is known for his unique stock-picking skills.

He is one of the premier investors in the market with more than stakes in seven companies with a net worth of Rs. 76.3 crores.

In this article we will discuss his latest shareholdings, the stocks he has in his portfolio. The pattern he follows and the industries and the sectors he mostly invests his money into and many other details about his portfolio.

This article will give you a detailed analysis of his entire portfolio which will also include his shareholdings from the past years to compare the changes he made in the portfolio over the last few years.

Apart from the portfolio and the shareholdings, we will also discuss the net worth Sanjiv Dhireshbhai Shah has and how it has changed over the years.

So, let us start with a brief introduction of Mr. Sanjiv Dhireshbhai Shah and his professional life and then dig into the Sanjiv Dhireshbhai Shah portfolio.

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About Sanjiv Dhireshbhai Shah

Sanjiv Dhireshbhai Shah is the Executive Director of Sanblue Corp. Ltd. and earlier he had served as the Chairman and MD of the same firm.

He has been in the investment field for quite long time and his idea of investments and his stock-picking style and ideas are often referred by many newbies in the market. He is one of the celebrated investors in the country.

His stock holdings are restricted to few shares but those shares he chose very wisely and that leads to massive wealth creation.

He invests together with his Hindu Undivided family which is known as Shah Sanjibhai Dhireshbhai – HUF and individually as well.

He holds stakes in some of the most famous corporations in the country namely Vadilal and others which are in the Sanjiv Dhireshbhai Shah’s latest portfolio and that we will discuss in the next section of this article.


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    Sanjiv Dhireshbhai Shah Latest Portfolio & Holdings

    Let us now dig into the details of his Sanjiv Dhireshbhai Shah’s latest portfolio. The latest stock holdings of Sanjiv Dhireshbhai Shah include only seven shares of seven different companies and he holds quite a good amount of stakes in those seven companies.

    Holdings in Pearl Global Industries Ltd

    The first firm where he holds around 7% of the stakes is Pearl Global Industries Ltd. Here he holds the shares in the name of Mr. Sanjiv Dhireshbhai Shah and the current market price of the shares of this firm is Rs. 142.35.

    The 7% stake in this company that he holds is equivalent to the 1516702 shares of the firm’s total share unit and that makes the total investment in this company worth Rs. 21.3 crores.

    In the June 2019 quarter, Sanjiv Dhireshbhai Shah increased his investment in this stake by 0.31% which gives the idea that he is bullish on this share.

    Investment in PDS Multinational Fashions Ltd

    The next on the list is the stakes of PDS Multinational Fashions Ltd. Here the stakes held by Sanjiv Dhireshbhai Shah are close to 3.98% which has been the result of an increase in the shareholding in the last quarter that is on June 2019, where the investor increased the holding by 0.12%.

    The market price of the shares of this firm at present is Rs. 336.5 and the number of shares held by the investor of this firm is 1037831.

    The total investment in this firm at present worth Rs. 34.9 crores and the stakes are purchased and held in the account of Sanjiv Dhireshbhai Shah himself.

    Holdings in ABC India Ltd

    The third share by the percentage of stakes in the company is ABC India Ltd. In this company, Sanjiv Dhireshbhai Shah holds 3.36% of the stakes and the current price of the share of the company is Rs. 68.

    The number of shares that are in the portfolio of Sanjiv Dhireshbhai Shah of this company is around 182119 at present and that makes his total investment in this company worth Rs. 1.2 crore at present.

    In this company, like the last one, he himself holds the shares by his own name. In this June 2019 quarter, there have been no changes in this shareholding.

    Investment in Vadilal Enterprises Ltd

    The fourth share that he has in his portfolio is of Vadilal Enterprises Ltd. He holds 3.10% of the shares of this pioneer company in the country.

    The shares are again held by him on his own name and the current market price of the shares of this firm is Rs. 1219.95.

    The 3.10% of the stakes in the company means Sanjiv Dhireshbhai Shah holds 26782 shares of the total number of shares the company has and that according to the current market price of the shares of this company makes his investment worth Rs. 3.3 crores.

    Holdings in Sanblue Corporation

    The fifth stock is of Sanblue Corporation where Sanjiv Shah is the Executive Director at present and also earlier he held the MD and CEO post.

    In this firm, he has invested in 2.91% stakes and that amounts to 145325 shares of the company and each share of this firm is trading at Rs. 6.82 which makes the total investment value Rs. 9.9 lakhs.

    This is the least investment in his portfolio though he holds the ED position in the company. Another interesting fact is that this share is not held by him individually rather, it is held in the name of the Shah Sanjivbhai Dhireshbhai –HUF.

    Investment in Vadilal Industries Ltd

    The next on the list is the shares of Vadilal Industries Ltd. where he individually holds the shares which are currently trading at Rs. 803 and he has close to 137332 shares of the company.

    This number of shares forms 1.91% of the company’s stake and according to the recent price that has been mentioned, the valuation of the investment in this stock is Rs. 11 crores at present.

    The investment in this share has also been increased in the June 2019 quarter by 0.08%.

    Holdings in Infomedia Press Ltd

    The last share that is in his portfolio at present is of Infomedia Press Ltd.

    The shares of this firm are currently trading at Rs. 4.55 and the number of the shares that are held by Sanjiv Dhireshbhai Shah of this firm are 607820 which makes the total investment in this firm to stand at Rs. 27.7 lakhs. The shareholding in this stock has not been altered in the recent quarters.

    The percentage of stake that Sanjiv Dhireshbhai Shah holds in this company is the least amongst his portfolio and it is close to 1.21% of the company’s total stake.


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    Sanjiv Dhireshbhai Shah Portfolio in 2019

    In the year 2019, according to the Sanjiv Dhireshbhai Shah Portfolio 2019, the investor has mainly invested in the shares of the apparel and fashion brands in the country apart from other companies.

    For example, there is PDS Multinational as well as Sanblue Corp and both the companies are involved in the fashion and apparel business.

    Apart from the fashion and apparel business, the company invested in the Vadilal Enterprises and the industries and that shows his likeness towards the Vadilal group.

    This year, in the March quarter, he invested in the Sanblue Corporation and Vadilal Industries. In the same quarter, he also had an investment in the shares of Florence Investech Ltd. and Weizmann Forex Ltd. which in the next quarter that is in the 2019 June quarter got removed from the portfolio of the investor.

    The highest investment, Sanjiv Dhireshbhai Shah has in the shares PDS Multinational.

    More on Sanjiv Dhireshbhai Shah Portfolio 2019

    In the March 2019 quarter, the investment worth Rs. 33.7 crores and in this June 2019 quarter, the investment worth Rs. 34.9 crores which show that the investor has increased his investment in this stock.

    The minimum investment is in the shares of Sanblue Corporation Ltd. In the March quarter, the investor invested in this share and he didn’t alter his investment in the June 2019 quarter and in both the quarters, the investment’s value worth Rs. 9.9 lakhs.


    Sanjiv Dhireshbhai Shah Portfolio in 2018

    According to the Sanjiv Dhireshbhai Shah Portfolio 2018, the investor has an investment in not more than 6-7 stocks in any of the quarters.

    This shows how precisely he invest and he chooses few stocks but that he does with complete precision. His 2018 portfolio had stocks from companies like Pearl Global, PDS Multinational, ABC India, Vadilal Enterprise Infomedia Press Ltd. which are still in his portfolio.

    However, there were also shares from Weizmann Forex Ltd. and Florence Investech Ltd. These two shares show his inclination towards the fintech industry in 2018.

    The investment in the PDS Multinational Fashions Ltd. has increased significantly and constantly in every quarter in the year 2018.

    From the March quarter when the stakes holding in this firm were at 3.14%, it rose to 3.83% in the December quarter of 2018.

    The investment value also increased accordingly and by the end of the year 2018 it was at Rs. 33.5 crores which were earlier Rs. 27.4 crores in the March 2018 quarter.

    More on Sanjiv Dhireshbhai Shah Portfolio 2018

    In the December quarter of 2018, the investor invested in the shares of Florence Investech ltd. and in the March 2018 quarter, he first invested in the stocks of Pearl Global Industries which is one of the most important components of his portfolio after PDS Multinational.

    In June 2018, Sanjiv Dhireshbhai Shah reduced his investment in the shares of Vadilal Enterprises Ltd. by 1.92% and kept the same shareholding for the rest of the year.


    Sanjiv Dhireshbhai Shah Portfolio in 2017

    According to the Sanjiv Dhireshbhai Shah Portfolio 2017, Sanjiv Dhireshbhai Shah has the highest investment in the shares of the PDS Multinational Fashions Ltd. only.

    The investment in this share increased moderately in this year as well. In the March 2017 quarter, the investment value was Rs. 24.3 Crores which rose to Rs. 26 crores in the December 2017 quarter.

    The next important constituent of the portfolio is the shares of Pearl Global whose stakeholding fell below 1% in the portfolio of Sanjiv Dhireshbhai Shah in this year 2017, December quarter.

    For the rest of the year, the investment stood at Rs. 9.9 crores valuation only.

    More on Sanjiv Dhireshbhai Shah Portfolio 2017

    Further, in December quarter of the year 2017, the investor invested in the shares of Vadilal Enterprises when the price of the shares was Rs. 1120 and he bought 42362 shares of the firm which makes his investment worth Rs. 4.7 crores at that time.

    He disinvested in the shares of Eldeco Housing & Industries Ltd. in the September quarter of 2017 by 0.04% and then in the next quarter, the stakes held by the investor in this company fell below 1% and at the beginning of 2018, he completely waived off the share of this firm from his portfolio.

    This is most probably owing to the fact that the real estate market has been witnessing a major setback. Another share where he reduced his shareholding was in the shares of Weizmann Forex Ltd.


    What is Sanjiv Dhireshbhai Shah’s Net Worth?

    Sanjiv Dhireshbhai Shah Net Worth
    QuarterNet worth(Cr)Change%
    Dec-15 31.22
    Mar-16 54.6274%
    Jun-16 47.59-12%
    Sep-16 47.220%
    Dec-16 40.5-14%
    Mar-17 54.4234%
    Jun-17 60.210%
    Sep-17 43.38-27%
    Dec-17 37.2-14%
    Mar-18 46.8926%
    Jun-18 49.14%
    Sep-18 53.048%
    Dec-18 68.328%
    Mar-19 73.297%
    Jun-19 71.1-2%

    The Sanjiv Dhireshbhai Shah’s Net Worth is currently Rs. 71.1 Crores only from his investments and apart from that, his total net worth is Rs. 76.3 crores.

    His net worth increased massively in the first quarter of 2016 where he gained 74% on his investment and the net worth increased from Rs. 31.22 crores to Rs. 54.62 crores.

    Then in the 2017 March quarter, he witnessed another huge gain of 34% and in the September quarter of the same year, the net worth reduced by 27% because of losses he incurred on his investment.

    In 2018, he witnessed continuous growth of his investment which made his net worth grow from Rs. 46.59 crores to Rs. 68.3 crores in the December 2018 quarter.


    Sanjiv Dhireshbhai Shah Portfolio – Conclusion

    Sanjiv Dhireshbhai Shah Portfolio is one of the most compact portfolios. He chooses stocks that reap major profits and thus he has very few stocks in the portfolio.

    He is most inclined to the fashion and apparel brands at present and earlier he invested mainly in fintech stocks. At present his net worth which is 76.3 crores including the Rs. 71.1 crores from the investments he has, made him one of the most eminent investors.


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