Lumbard Investment Counseling, LLC Buys Kraton Corp, Johnson & Johnson, Sells Vanguard Total Stock Market, SPDR S&P Regional Banking

Feb 21, 2020

Hollis, NH, based Investment company Lumbard Investment Counseling, LLC (Current Portfolio) buys Kraton Corp, Johnson & Johnson, sells Vanguard Total Stock Market, SPDR S&P Regional Banking during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Lumbard Investment Counseling, LLC. As of 2019Q4, Lumbard Investment Counseling, LLC owns 52 stocks with a total value of $151 million. These are the details of the buys and sells.

New Purchases: JNJ,
Added Positions: KRA, GLW,
Reduced Positions: VTI, CVET, EPOL, HON, KRE, GS, HSIC, PEP, CMCSA, KEY, NEE,

For the details of Lumbard Investment Counseling, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lumbard+investment+counseling%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Lumbard Investment Counseling, LLC

Vanguard Total Stock Market (VTI) - 92,193 shares, 9.97% of the total portfolio. Shares reduced by 30.09%
Alphabet Inc (GOOG) - 6,456 shares, 5.71% of the total portfolio. Shares reduced by 0.08%
Walmart Inc (WMT) - 66,040 shares, 5.19% of the total portfolio. Shares reduced by 0.23%
MetLife Inc (MET) - 144,158 shares, 4.86% of the total portfolio. Shares added by 0.26%
PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 69,287 shares, 4.65% of the total portfolio. Shares added by 0.11%

New Purchase: Johnson & Johnson (JNJ)

Lumbard Investment Counseling, LLC initiated holding in Johnson & Johnson. The purchase prices were between $127.5 and $146.44, with an estimated average price of $135.91. The stock is now traded at around $149.57. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,490 shares as of .

Added: Kraton Corp (KRA)

Lumbard Investment Counseling, LLC added to a holding in Kraton Corp by 76.76%. The purchase prices were between $20.42 and $32.04, with an estimated average price of $24.06. The stock is now traded at around $15.94. The impact to a portfolio due to this purchase was 1.05%. The holding were 144,018 shares as of .

Here is the complete portfolio of Lumbard Investment Counseling, LLC. Also check out:

1. Lumbard Investment Counseling, LLC's Undervalued Stocks
2. Lumbard Investment Counseling, LLC's Top Growth Companies, and
3. Lumbard Investment Counseling, LLC's High Yield stocks
4. Stocks that Lumbard Investment Counseling, LLC keeps buying

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