Lesa Sroufe & Co Buys Schnitzer Steel Industries Inc, China Mobile, Bristol-Myers Squibb Company, Sells M.D.C. Holdings Inc, Pan American Silver Corp, San Juan Basin Royalty Trust

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Feb 15, 2020
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Seattle, WA, based Investment company Lesa Sroufe & Co (Current Portfolio) buys Schnitzer Steel Industries Inc, China Mobile, Bristol-Myers Squibb Company, AbbVie Inc, sells M.D.C. Holdings Inc, Pan American Silver Corp, San Juan Basin Royalty Trust during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Lesa Sroufe & Co. As of 2019Q4, Lesa Sroufe & Co owns 61 stocks with a total value of $104 million. These are the details of the buys and sells.

For the details of Lesa Sroufe & Co's stock buys and sells, go to https://www.gurufocus.com/guru/lesa+sroufe+%26+co/current-portfolio/portfolio

These are the top 5 holdings of Lesa Sroufe & Co
  1. Telefonica Brasil SA (VIV) - 335,235 shares, 4.61% of the total portfolio. Shares reduced by 1.85%
  2. Microsoft Corp (MSFT) - 29,959 shares, 4.53% of the total portfolio. Shares reduced by 0.03%
  3. Anglogold Ashanti Ltd (AU) - 199,505 shares, 4.28% of the total portfolio. Shares reduced by 2.65%
  4. M&T Bank Corp (MTB) - 24,393 shares, 3.97% of the total portfolio. Shares reduced by 0.69%
  5. Pan American Silver Corp (PAAS) - 173,050 shares, 3.93% of the total portfolio. Shares reduced by 37.28%
New Purchase: Bristol-Myers Squibb Company (BMY)

Lesa Sroufe & Co initiated holding in Bristol-Myers Squibb Company. 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 $66.38. The impact to a portfolio due to this purchase was 0.24%. The holding were 3,904 shares as of .

New Purchase: AbbVie Inc (ABBV)

Lesa Sroufe & Co initiated holding in AbbVie Inc. The purchase prices were between $72.13 and $90.25, with an estimated average price of $83.36. The stock is now traded at around $94.05. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,404 shares as of .

Added: Schnitzer Steel Industries Inc (SCHN)

Lesa Sroufe & Co added to a holding in Schnitzer Steel Industries Inc by 67.22%. The purchase prices were between $19.41 and $22.38, with an estimated average price of $21.33. The stock is now traded at around $17.49. The impact to a portfolio due to this purchase was 1.14%. The holding were 135,994 shares as of .

Added: China Mobile Ltd (CHL)

Lesa Sroufe & Co added to a holding in China Mobile Ltd by 32.75%. The purchase prices were between $37.6 and $42.47, with an estimated average price of $40.33. The stock is now traded at around $42.10. The impact to a portfolio due to this purchase was 0.85%. The holding were 84,906 shares as of .

Sold Out: San Juan Basin Royalty Trust (SJT)

Lesa Sroufe & Co sold out a holding in San Juan Basin Royalty Trust. The sale prices were between $2.2 and $3.01, with an estimated average price of $2.52.



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