Stralem & Co Inc Buys Raytheon Co, Tyson Foods Inc, Coca-Cola Co, Sells Carnival Corp, Bank of New York Mellon Corp, D.R. Horton Inc

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Jan 21, 2020
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New York, NY, based Investment company Stralem & Co Inc (Current Portfolio) buys Raytheon Co, Tyson Foods Inc, Coca-Cola Co, Keysight Technologies Inc, sells Carnival Corp, Bank of New York Mellon Corp, D.R. Horton Inc, AT&T Inc, Thermo Fisher Scientific Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Stralem & Co Inc. As of 2019Q4, Stralem & Co Inc owns 35 stocks with a total value of $179 million. These are the details of the buys and sells.

For the details of STRALEM & CO INC's stock buys and sells, go to https://www.gurufocus.com/guru/stralem+%26+co+inc/current-portfolio/portfolio

These are the top 5 holdings of STRALEM & CO INC
  1. Visa Inc (V) - 34,844 shares, 3.66% of the total portfolio. Shares reduced by 0.78%
  2. Microsoft Corp (MSFT) - 40,122 shares, 3.54% of the total portfolio. Shares reduced by 5.98%
  3. Adobe Inc (ADBE) - 18,877 shares, 3.48% of the total portfolio. Shares reduced by 3.6%
  4. Facebook Inc (FB) - 29,620 shares, 3.40% of the total portfolio. Shares reduced by 1.69%
  5. Danaher Corp (DHR) - 39,467 shares, 3.39% of the total portfolio. Shares reduced by 3.71%
New Purchase: Raytheon Co (RTN)

Stralem & Co Inc initiated holding in Raytheon Co. The purchase prices were between $191.28 and $221.02, with an estimated average price of $211.93. The stock is now traded at around $227.94. The impact to a portfolio due to this purchase was 2.96%. The holding were 24,085 shares as of .

New Purchase: Tyson Foods Inc (TSN)

Stralem & Co Inc initiated holding in Tyson Foods Inc. The purchase prices were between $77.5 and $91.42, with an estimated average price of $86.17. The stock is now traded at around $87.28. The impact to a portfolio due to this purchase was 2.9%. The holding were 56,940 shares as of .

New Purchase: Coca-Cola Co (KO)

Stralem & Co Inc initiated holding in Coca-Cola Co. The purchase prices were between $51.71 and $55.35, with an estimated average price of $53.77. The stock is now traded at around $57.19. The impact to a portfolio due to this purchase was 2.67%. The holding were 86,055 shares as of .

New Purchase: Keysight Technologies Inc (KEYS)

Stralem & Co Inc initiated holding in Keysight Technologies Inc. The purchase prices were between $91.42 and $109.08, with an estimated average price of $102.55. The stock is now traded at around $105.31. The impact to a portfolio due to this purchase was 2.11%. The holding were 36,680 shares as of .

Sold Out: Carnival Corp (CCL)

Stralem & Co Inc sold out a holding in Carnival Corp. The sale prices were between $40.13 and $51.33, with an estimated average price of $44.81.

Sold Out: Bank of New York Mellon Corp (BK)

Stralem & Co Inc sold out a holding in Bank of New York Mellon Corp. The sale prices were between $42.24 and $51.22, with an estimated average price of $47.84.



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