YHB Investment Advisors, Inc. Buys Truist Financial Corp, Bristol-Myers Squibb Company, Netflix Inc, Sells SunTrust Banks Inc, Celgene Corp, Prudential Financial Inc

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Jan 27, 2020
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West Hartford, CT, based Investment company YHB Investment Advisors, Inc. (Current Portfolio) buys Truist Financial Corp, Bristol-Myers Squibb Company, Netflix Inc, L3Harris Technologies Inc, People's United Financial Inc, sells SunTrust Banks Inc, Celgene Corp, Prudential Financial Inc, Mohawk Industries Inc, EOG Resources Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, YHB Investment Advisors, Inc.. As of 2019Q4, YHB Investment Advisors, Inc. owns 182 stocks with a total value of $678 million. These are the details of the buys and sells.

For the details of YHB Investment Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/yhb+investment+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of YHB Investment Advisors, Inc.
  1. Apple Inc (AAPL) - 123,402 shares, 5.35% of the total portfolio. Shares reduced by 3.82%
  2. Microsoft Corp (MSFT) - 187,267 shares, 4.36% of the total portfolio. Shares added by 0.24%
  3. Thermo Fisher Scientific Inc (TMO) - 72,928 shares, 3.50% of the total portfolio. Shares reduced by 3.52%
  4. Visa Inc (V) - 96,369 shares, 2.67% of the total portfolio. Shares reduced by 0.61%
  5. Costco Wholesale Corp (COST) - 58,343 shares, 2.53% of the total portfolio. Shares reduced by 1.66%
New Purchase: Truist Financial Corp (BBK)

YHB Investment Advisors, Inc. initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $50.50. The impact to a portfolio due to this purchase was 0.8%. The holding were 96,190 shares as of .

New Purchase: Netflix Inc (NFLX)

YHB Investment Advisors, Inc. initiated holding in Netflix Inc. The purchase prices were between $266.69 and $336.9, with an estimated average price of $297.76. The stock is now traded at around $344.08. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,513 shares as of .

New Purchase: L3Harris Technologies Inc (LHX)

YHB Investment Advisors, Inc. initiated holding in L3Harris Technologies Inc. The purchase prices were between $192.49 and $209.93, with an estimated average price of $200.53. The stock is now traded at around $223.08. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,220 shares as of .

New Purchase: Skyworks Solutions Inc (SWKS)

YHB Investment Advisors, Inc. initiated holding in Skyworks Solutions Inc. The purchase prices were between $75.43 and $122.29, with an estimated average price of $98.94. The stock is now traded at around $117.49. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,400 shares as of .

New Purchase: Entergy Corp (ETR)

YHB Investment Advisors, Inc. initiated holding in Entergy Corp. The purchase prices were between $114.09 and $121.56, with an estimated average price of $117.84. The stock is now traded at around $129.59. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,701 shares as of .

New Purchase: Tyler Technologies Inc (TYL)

YHB Investment Advisors, Inc. initiated holding in Tyler Technologies Inc. The purchase prices were between $257.86 and $300.57, with an estimated average price of $279.27. The stock is now traded at around $309.28. The impact to a portfolio due to this purchase was 0.03%. The holding were 685 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

YHB Investment Advisors, Inc. added to a holding in Bristol-Myers Squibb Company by 65.84%. 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 $63.86. The impact to a portfolio due to this purchase was 0.35%. The holding were 94,427 shares as of .

Added: People's United Financial Inc (PBCT)

YHB Investment Advisors, Inc. added to a holding in People's United Financial Inc by 143.93%. The purchase prices were between $14.92 and $17.19, with an estimated average price of $16.42. The stock is now traded at around $15.76. The impact to a portfolio due to this purchase was 0.08%. The holding were 54,206 shares as of .

Added: Energy Select Sector SPDR Fund (XLE)

YHB Investment Advisors, Inc. added to a holding in Energy Select Sector SPDR Fund by 148.75%. The purchase prices were between $55.9 and $61.99, with an estimated average price of $59.34. The stock is now traded at around $55.33. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,363 shares as of .

Added: McKesson Corp (MCK)

YHB Investment Advisors, Inc. added to a holding in McKesson Corp by 25.10%. The purchase prices were between $130.23 and $153.27, with an estimated average price of $141.47. The stock is now traded at around $149.81. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,510 shares as of .

Added: Enterprise Products Partners LP (EPD)

YHB Investment Advisors, Inc. added to a holding in Enterprise Products Partners LP by 62.53%. The purchase prices were between $25.15 and $28.51, with an estimated average price of $27.1. The stock is now traded at around $27.01. The impact to a portfolio due to this purchase was 0.02%. The holding were 14,298 shares as of .

Added: Financial Select Sector SPDR Fund (XLF)

YHB Investment Advisors, Inc. added to a holding in Financial Select Sector SPDR Fund by 27.62%. The purchase prices were between $26.78 and $30.94, with an estimated average price of $29.41. The stock is now traded at around $30.04. The impact to a portfolio due to this purchase was 0.01%. The holding were 12,730 shares as of .

Sold Out: SunTrust Banks Inc (STI)

YHB Investment Advisors, Inc. sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Sold Out: Celgene Corp (CELG)

YHB Investment Advisors, Inc. 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: Prudential Financial Inc (PRU)

YHB Investment Advisors, Inc. sold out a holding in Prudential Financial Inc. The sale prices were between $84.95 and $95.27, with an estimated average price of $91.95.

Sold Out: EOG Resources Inc (EOG)

YHB Investment Advisors, Inc. sold out a holding in EOG Resources Inc. The sale prices were between $64.44 and $83.81, with an estimated average price of $73.43.

Sold Out: Occidental Petroleum Corp (OXY)

YHB Investment Advisors, Inc. sold out a holding in Occidental Petroleum Corp. The sale prices were between $37.34 and $44.23, with an estimated average price of $39.98.

Sold Out: Fox Corp (FOX)

YHB Investment Advisors, Inc. sold out a holding in Fox Corp. The sale prices were between $30.04 and $36.8, with an estimated average price of $33.69.



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