Schmidt P J Investment Management Inc Buys Stryker Corp, Truist Financial Corp, Veeva Systems Inc, Sells iShares Core S&P Mid-Cap, Chevron Corp, iShares Core S&P Small-Cap

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Apr 20, 2020
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Cedarburg, WI, based Investment company Schmidt P J Investment Management Inc (Current Portfolio) buys Stryker Corp, Truist Financial Corp, Veeva Systems Inc, S&P Global Inc, Twilio Inc, sells iShares Core S&P Mid-Cap, Chevron Corp, iShares Core S&P Small-Cap, Boeing Co, iShares Core S&P 500 during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Schmidt P J Investment Management Inc. As of 2020Q1, Schmidt P J Investment Management Inc owns 116 stocks with a total value of $286 million. These are the details of the buys and sells.

For the details of SCHMIDT P J INVESTMENT MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/schmidt+p+j+investment+management+inc/current-portfolio/portfolio

These are the top 5 holdings of SCHMIDT P J INVESTMENT MANAGEMENT INC
  1. Schneider National Inc (SNDR) - 1,333,516 shares, 9.01% of the total portfolio. Shares reduced by 0.87%
  2. Microsoft Corp (MSFT) - 109,785 shares, 6.05% of the total portfolio. Shares reduced by 0.83%
  3. Apple Inc (AAPL) - 57,842 shares, 5.14% of the total portfolio. Shares reduced by 2.04%
  4. Visa Inc (V) - 51,033 shares, 2.87% of the total portfolio. Shares reduced by 1.94%
  5. Amazon.com Inc (AMZN) - 4,176 shares, 2.84% of the total portfolio. Shares added by 1.98%
New Purchase: Stryker Corp (SYK)

Schmidt P J Investment Management Inc initiated holding in Stryker Corp. The purchase prices were between $126.5 and $225.1, with an estimated average price of $196.28. The stock is now traded at around $184.72. The impact to a portfolio due to this purchase was 0.7%. The holding were 12,083 shares as of .

New Purchase: Truist Financial Corp (TFC)

Schmidt P J Investment Management 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 $34.13. The impact to a portfolio due to this purchase was 0.13%. The holding were 12,225 shares as of .

New Purchase: Veeva Systems Inc (VEEV)

Schmidt P J Investment Management Inc initiated holding in Veeva Systems Inc. The purchase prices were between $120.93 and $164.97, with an estimated average price of $146.71. The stock is now traded at around $184.40. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,900 shares as of .

New Purchase: S&P Global Inc (SPGI)

Schmidt P J Investment Management Inc initiated holding in S&P Global Inc. The purchase prices were between $192.05 and $311.16, with an estimated average price of $275.14. The stock is now traded at around $279.17. The impact to a portfolio due to this purchase was 0.07%. The holding were 838 shares as of .

New Purchase: Twilio Inc (TWLO)

Schmidt P J Investment Management Inc initiated holding in Twilio Inc. The purchase prices were between $71.7 and $131.9, with an estimated average price of $110.04. The stock is now traded at around $108.37. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,285 shares as of .

Sold Out: iShares Core S&P Mid-Cap (IJH)

Schmidt P J Investment Management Inc sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $121.03 and $209.33, with an estimated average price of $184.86.

Sold Out: iShares Core S&P Small-Cap (IJR)

Schmidt P J Investment Management Inc sold out a holding in iShares Core S&P Small-Cap. The sale prices were between $48.88 and $85.12, with an estimated average price of $74.15.

Sold Out: Boeing Co (BA)

Schmidt P J Investment Management Inc sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: iShares Core MSCI Total International Stock ETF (IXUS)

Schmidt P J Investment Management Inc sold out a holding in iShares Core MSCI Total International Stock ETF. The sale prices were between $40.8 and $63.03, with an estimated average price of $56.99.

Sold Out: Truist Financial Corp (BBK)

Schmidt P J Investment Management 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: iShares Russell Mid-cap Value (IWS)

Schmidt P J Investment Management Inc sold out a holding in iShares Russell Mid-cap Value. The sale prices were between $53.85 and $95.87, with an estimated average price of $84.73.



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