USA Financial Portformulas Corp Buys Microsoft Corp, Apple Inc, Procter & Gamble Co, Sells Visa Inc, Xcel Energy Inc, Verisk Analytics Inc

Author's Avatar
Feb 07, 2020
Article's Main Image
Ada, MI, based Investment company USA Financial Portformulas Corp (Current Portfolio) buys Microsoft Corp, Apple Inc, Procter & Gamble Co, Ross Stores Inc, O'Reilly Automotive Inc, sells Visa Inc, Xcel Energy Inc, Verisk Analytics Inc, Willis Towers Watson PLC, Advanced Micro Devices Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, USA Financial Portformulas Corp. As of 2019Q4, USA Financial Portformulas Corp owns 251 stocks with a total value of $241 million. These are the details of the buys and sells.

For the details of USA Financial Portformulas Corp's stock buys and sells, go to https://www.gurufocus.com/guru/usa+financial+portformulas+corp/current-portfolio/portfolio

These are the top 5 holdings of USA Financial Portformulas Corp
  1. Microsoft Corp (MSFT) - 54,064 shares, 3.54% of the total portfolio. New Position
  2. Apple Inc (AAPL) - 27,226 shares, 3.32% of the total portfolio. New Position
  3. Charter Communications Inc (CHTR) - 12,252 shares, 2.47% of the total portfolio. Shares added by 56.30%
  4. Fiserv Inc (FISV) - 49,583 shares, 2.38% of the total portfolio. Shares reduced by 10.63%
  5. Costco Wholesale Corp (COST) - 19,107 shares, 2.33% of the total portfolio. Shares added by 73.70%
New Purchase: Microsoft Corp (MSFT)

USA Financial Portformulas Corp initiated holding in Microsoft Corp. The purchase prices were between $134.65 and $158.96, with an estimated average price of $147.3. The stock is now traded at around $184.77. The impact to a portfolio due to this purchase was 3.54%. The holding were 54,064 shares as of .

New Purchase: Apple Inc (AAPL)

USA Financial Portformulas Corp initiated holding in Apple Inc. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $322.39. The impact to a portfolio due to this purchase was 3.32%. The holding were 27,226 shares as of .

New Purchase: Ross Stores Inc (ROST)

USA Financial Portformulas Corp initiated holding in Ross Stores Inc. The purchase prices were between $106.93 and $116.5, with an estimated average price of $112.67. The stock is now traded at around $116.71. The impact to a portfolio due to this purchase was 2%. The holding were 41,293 shares as of .

New Purchase: Skyworks Solutions Inc (SWKS)

USA Financial Portformulas Corp 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 $115.42. The impact to a portfolio due to this purchase was 1.47%. The holding were 29,235 shares as of .

New Purchase: Lam Research Corp (LRCX)

USA Financial Portformulas Corp initiated holding in Lam Research Corp. The purchase prices were between $227.7 and $297.41, with an estimated average price of $266.62. The stock is now traded at around $318.96. The impact to a portfolio due to this purchase was 1.41%. The holding were 11,622 shares as of .

New Purchase: ASML Holding NV (ASML)

USA Financial Portformulas Corp initiated holding in ASML Holding NV. The purchase prices were between $240.29 and $296.67, with an estimated average price of $270.92. The stock is now traded at around $304.24. The impact to a portfolio due to this purchase was 1.41%. The holding were 11,505 shares as of .

Added: Procter & Gamble Co (PG)

USA Financial Portformulas Corp added to a holding in Procter & Gamble Co by 95031.71%. The purchase prices were between $116.63 and $126.09, with an estimated average price of $122.36. The stock is now traded at around $126.66. The impact to a portfolio due to this purchase was 2.02%. The holding were 39,004 shares as of .

Added: O'Reilly Automotive Inc (ORLY)

USA Financial Portformulas Corp added to a holding in O'Reilly Automotive Inc by 56616.67%. The purchase prices were between $387.35 and $449.89, with an estimated average price of $429.99. The stock is now traded at around $390.00. The impact to a portfolio due to this purchase was 1.86%. The holding were 10,209 shares as of .

Added: Medtronic PLC (MDT)

USA Financial Portformulas Corp added to a holding in Medtronic PLC by 1620.26%. The purchase prices were between $104.49 and $114.54, with an estimated average price of $109.86. The stock is now traded at around $120.32. The impact to a portfolio due to this purchase was 1.11%. The holding were 25,133 shares as of .

Added: AvalonBay Communities Inc (AVB)

USA Financial Portformulas Corp added to a holding in AvalonBay Communities Inc by 603500.00%. The purchase prices were between $206.64 and $222.04, with an estimated average price of $214.15. The stock is now traded at around $219.10. The impact to a portfolio due to this purchase was 1.05%. The holding were 12,072 shares as of .

Added: Sempra Energy (SRE)

USA Financial Portformulas Corp added to a holding in Sempra Energy by 236485.71%. The purchase prices were between $141.17 and $152.03, with an estimated average price of $146.81. The stock is now traded at around $158.82. The impact to a portfolio due to this purchase was 1.04%. The holding were 16,561 shares as of .

Added: CarMax Inc (KMX)

USA Financial Portformulas Corp added to a holding in CarMax Inc by 553980.00%. The purchase prices were between $84.65 and $100.15, with an estimated average price of $94.14. The stock is now traded at around $97.11. The impact to a portfolio due to this purchase was 1.01%. The holding were 27,704 shares as of .

Sold Out: Verisk Analytics Inc (VRSK)

USA Financial Portformulas Corp sold out a holding in Verisk Analytics Inc. The sale prices were between $136.75 and $157.86, with an estimated average price of $148.06.

Sold Out: Advanced Micro Devices Inc (AMD)

USA Financial Portformulas Corp sold out a holding in Advanced Micro Devices Inc. The sale prices were between $28.23 and $46.63, with an estimated average price of $37.13.

Sold Out: American Express Co (AXP)

USA Financial Portformulas Corp sold out a holding in American Express Co. The sale prices were between $112.54 and $125.77, with an estimated average price of $119.65.

Sold Out: Cerner Corp (CERN)

USA Financial Portformulas Corp sold out a holding in Cerner Corp. The sale prices were between $65.1 and $73.44, with an estimated average price of $69.29.

Sold Out: Vulcan Materials Co (VMC)

USA Financial Portformulas Corp sold out a holding in Vulcan Materials Co. The sale prices were between $136.44 and $148.5, with an estimated average price of $143.06.

Sold Out: eBay Inc (EBAY)

USA Financial Portformulas Corp sold out a holding in eBay Inc. The sale prices were between $34.57 and $39.26, with an estimated average price of $36.19.



Here is the complete portfolio of USA Financial Portformulas Corp. Also check out:

1. USA Financial Portformulas Corp's Undervalued Stocks
2. USA Financial Portformulas Corp's Top Growth Companies, and
3. USA Financial Portformulas Corp's High Yield stocks
4. Stocks that USA Financial Portformulas Corp keeps buying