- New Purchases: WTS, MO, MSA, IWB, A, MCHP, QCOM, DOW,
- Added Positions: BRK.B, ECL, UPS, JNJ, AMZN, NTR, BMY, LH, BAC, COF, UNP, CVS, MDLZ, CMCSA, WAB, IVV, GOOGL, XOM, CL, SPGI, EFA, FDX, VEA, IJR, IJH, IWM, VWO, EEM, CRM, APH, GMF, AVGO, PFE, STZ, VUG,
- Reduced Positions: CDK, COST, SYF, FISV, MSFT, PG, EW, EBAY, GNTX, BRK.A, USB, INTC, SLB, UTX, CCL, HD, VTI, WMT, ORCL, MMM, IBM, BSX, T, MAR, VOO, MDY, ACWX, ABT, BDX, CVX, WBA, DE, DEO, UN, DD, TMO, EMR, RDS.A,
- Sold Out: CELG, MET, IWR,
For the details of Birch Hill Investment Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/birch+hill+investment+advisors+llc/current-portfolio/portfolio
These are the top 5 holdings of Birch Hill Investment Advisors LLC- Microsoft Corp (MSFT) - 466,986 shares, 4.87% of the total portfolio. Shares reduced by 1.89%
- Fiserv Inc (FISV) - 623,465 shares, 4.77% of the total portfolio. Shares reduced by 2.06%
- Merck & Co Inc (MRK) - 720,955 shares, 4.33% of the total portfolio. Shares added by 0.81%
- Marsh & McLennan Companies Inc (MMC) - 565,347 shares, 4.16% of the total portfolio. Shares reduced by 0.21%
- Berkshire Hathaway Inc (BRK.B) - 275,054 shares, 4.12% of the total portfolio. Shares added by 9.69%
Birch Hill Investment Advisors LLC initiated holding in Watts Water Technologies Inc. The purchase prices were between $86.89 and $100.42, with an estimated average price of $95.06. The stock is now traded at around $101.46. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,650 shares as of .
New Purchase: Altria Group Inc (MO)Birch Hill Investment Advisors LLC initiated holding in Altria Group Inc. The purchase prices were between $40.21 and $51.55, with an estimated average price of $47.35. The stock is now traded at around $51.02. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,800 shares as of .
New Purchase: MSA Safety Inc (MSA)Birch Hill Investment Advisors LLC initiated holding in MSA Safety Inc. The purchase prices were between $105.25 and $127.39, with an estimated average price of $120.73. The stock is now traded at around $137.00. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,800 shares as of .
New Purchase: iShares Russell 1000 ETF (IWB)Birch Hill Investment Advisors LLC initiated holding in iShares Russell 1000 ETF. The purchase prices were between $158.94 and $178.97, with an estimated average price of $170.11. The stock is now traded at around $184.11. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,780 shares as of .
New Purchase: Qualcomm Inc (QCOM)Birch Hill Investment Advisors LLC initiated holding in Qualcomm Inc. The purchase prices were between $72.85 and $94.03, with an estimated average price of $83.89. The stock is now traded at around $95.91. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,400 shares as of .
New Purchase: Agilent Technologies Inc (A)Birch Hill Investment Advisors LLC initiated holding in Agilent Technologies Inc. The purchase prices were between $72.49 and $85.45, with an estimated average price of $78.92. The stock is now traded at around $90.12. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,548 shares as of .
Added: United Parcel Service Inc (UPS)Birch Hill Investment Advisors LLC added to a holding in United Parcel Service Inc by 21.89%. The purchase prices were between $112.74 and $124.3, with an estimated average price of $118.44. The stock is now traded at around $118.60. The impact to a portfolio due to this purchase was 0.33%. The holding were 235,606 shares as of .
Added: Bristol-Myers Squibb Company (BMY)Birch Hill Investment Advisors LLC added to a holding in Bristol-Myers Squibb Company by 417.86%. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $66.72. The impact to a portfolio due to this purchase was 0.16%. The holding were 46,856 shares as of .
Added: Union Pacific Corp (UNP)Birch Hill Investment Advisors LLC added to a holding in Union Pacific Corp by 22.42%. The purchase prices were between $151.47 and $181.41, with an estimated average price of $171.66. The stock is now traded at around $185.32. The impact to a portfolio due to this purchase was 0.08%. The holding were 34,769 shares as of .
Added: S&P Global Inc (SPGI)Birch Hill Investment Advisors LLC added to a holding in S&P Global Inc by 50.38%. The purchase prices were between $236.44 and $274.38, with an estimated average price of $260.36. The stock is now traded at around $296.79. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,910 shares as of .
Added: Amphenol Corp (APH)Birch Hill Investment Advisors LLC added to a holding in Amphenol Corp by 29.77%. The purchase prices were between $93.18 and $108.28, with an estimated average price of $102.31. The stock is now traded at around $109.45. The impact to a portfolio due to this purchase was 0.01%. The holding were 8,130 shares as of .
Sold Out: Celgene Corp (CELG)Birch Hill Investment Advisors LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.
Sold Out: iShares Russell Mid-Cap ETF (IWR)Birch Hill Investment Advisors LLC sold out a holding in iShares Russell Mid-Cap ETF. The sale prices were between $53.88 and $59.69, with an estimated average price of $57.24.
Sold Out: MetLife Inc (MET)Birch Hill Investment Advisors LLC sold out a holding in MetLife Inc. The sale prices were between $43.83 and $51.36, with an estimated average price of $48.37.
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