YHB Investment Advisors, Inc. Buys Truist Financial Corp, Essential Utilities Inc, Carlisle Inc, Sells Truist Financial Corp, Global X Robotics & Artificial Intelligence ETF, Mohawk Industries Inc

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Apr 16, 2020
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West Hartford, CT, based Investment company YHB Investment Advisors, Inc. (Current Portfolio) buys Truist Financial Corp, Essential Utilities Inc, Carlisle Inc, Hilton Worldwide Holdings Inc, Marriott International Inc, sells Truist Financial Corp, Global X Robotics & Artificial Intelligence ETF, Mohawk Industries Inc, Ingersoll Rand Inc, Fiserv Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, YHB Investment Advisors, Inc.. As of 2020Q1, YHB Investment Advisors, Inc. owns 161 stocks with a total value of $560 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) - 121,931 shares, 5.53% of the total portfolio. Shares reduced by 1.19%
  2. Microsoft Corp (MSFT) - 179,583 shares, 5.05% of the total portfolio. Shares reduced by 4.1%
  3. Thermo Fisher Scientific Inc (TMO) - 72,176 shares, 3.65% of the total portfolio. Shares reduced by 1.03%
  4. Costco Wholesale Corp (COST) - 58,360 shares, 2.97% of the total portfolio. Shares added by 0.03%
  5. Amazon.com Inc (AMZN) - 8,200 shares, 2.85% of the total portfolio. Shares added by 0.68%
New Purchase: Truist Financial Corp (TFC)

YHB Investment Advisors, Inc. initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $30.39. The impact to a portfolio due to this purchase was 0.56%. The holding were 102,597 shares as of .

New Purchase: Essential Utilities Inc (A2A)

YHB Investment Advisors, Inc. initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $39.40. The impact to a portfolio due to this purchase was 0.49%. The holding were 66,953 shares as of .

New Purchase: Carlisle Companies Inc (CSL)

YHB Investment Advisors, Inc. initiated holding in Carlisle Companies Inc. The purchase prices were between $100.3 and $164.06, with an estimated average price of $149.05. The stock is now traded at around $121.70. The impact to a portfolio due to this purchase was 0.3%. The holding were 13,625 shares as of .

New Purchase: LyondellBasell Industries NV (LYB)

YHB Investment Advisors, Inc. initiated holding in LyondellBasell Industries NV. The purchase prices were between $34.9 and $94.48, with an estimated average price of $74.29. The stock is now traded at around $51.12. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,898 shares as of .

New Purchase: BlackRock Inc (BLK)

YHB Investment Advisors, Inc. initiated holding in BlackRock Inc. The purchase prices were between $327.42 and $572.48, with an estimated average price of $494.66. The stock is now traded at around $456.60. The impact to a portfolio due to this purchase was 0.07%. The holding were 881 shares as of .

New Purchase: Trane Technologies PLC (2IS)

YHB Investment Advisors, Inc. initiated holding in Trane Technologies PLC. The purchase prices were between $65 and $103.98, with an estimated average price of $91.12. The stock is now traded at around $81.00. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,090 shares as of .

Added: Hilton Worldwide Holdings Inc (HLT)

YHB Investment Advisors, Inc. added to a holding in Hilton Worldwide Holdings Inc by 103.48%. The purchase prices were between $56.68 and $113.92, with an estimated average price of $98.09. The stock is now traded at around $68.60. The impact to a portfolio due to this purchase was 0.12%. The holding were 19,147 shares as of .

Added: Marriott International Inc (MAR)

YHB Investment Advisors, Inc. added to a holding in Marriott International Inc by 31.41%. The purchase prices were between $63.81 and $151.49, with an estimated average price of $125.54. The stock is now traded at around $78.48. The impact to a portfolio due to this purchase was 0.11%. The holding were 32,872 shares as of .

Added: L3Harris Technologies Inc (LHX)

YHB Investment Advisors, Inc. added to a holding in L3Harris Technologies Inc by 95.62%. The purchase prices were between $150.22 and $230.04, with an estimated average price of $205.43. The stock is now traded at around $195.99. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,299 shares as of .

Added: Anthem Inc (ANTM)

YHB Investment Advisors, Inc. added to a holding in Anthem Inc by 229.76%. The purchase prices were between $174.68 and $307.74, with an estimated average price of $273.87. The stock is now traded at around $260.03. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,380 shares as of .

Added: iShares U.S. Financial (IYF)

YHB Investment Advisors, Inc. added to a holding in iShares U.S. Financial by 913.69%. The purchase prices were between $81.74 and $142.33, with an estimated average price of $125.66. The stock is now traded at around $100.36. The impact to a portfolio due to this purchase was 0.05%. The holding were 15,925 shares as of .

Added: Booz Allen Hamilton Holding Corp (BAH)

YHB Investment Advisors, Inc. added to a holding in Booz Allen Hamilton Holding Corp by 23.83%. The purchase prices were between $57.38 and $79.4, with an estimated average price of $73.8. The stock is now traded at around $75.46. The impact to a portfolio due to this purchase was 0.04%. The holding were 18,630 shares as of .

Sold Out: Truist Financial Corp (BBK)

YHB Investment Advisors, Inc. sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: Global X Robotics & Artificial Intelligence ETF (BOTZ)

YHB Investment Advisors, Inc. sold out a holding in Global X Robotics & Artificial Intelligence ETF. The sale prices were between $15.11 and $23.06, with an estimated average price of $20.77.

Sold Out: Mohawk Industries Inc (MHK)

YHB Investment Advisors, Inc. sold out a holding in Mohawk Industries Inc. The sale prices were between $58.66 and $143.81, with an estimated average price of $119.34.

Sold Out: Ingersoll Rand Inc (IR)

YHB Investment Advisors, Inc. sold out a holding in Ingersoll Rand Inc. The sale prices were between $71.26 and $117.82, with an estimated average price of $101.89.

Sold Out: Schlumberger Ltd (SLB)

YHB Investment Advisors, Inc. sold out a holding in Schlumberger Ltd. The sale prices were between $12.05 and $40.82, with an estimated average price of $29.34.

Sold Out: FLIR Systems Inc (FLIR)

YHB Investment Advisors, Inc. sold out a holding in FLIR Systems Inc. The sale prices were between $25.52 and $58.79, with an estimated average price of $47.38.



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