- New Purchases: MKTX, SYY, GC6, SDC,
- Added Positions: CHD, MSFT,
- Reduced Positions: LFUS, BLK, ANSS, APH, HD, ABT, TFC, ROST, FISV, V, THO, ROP, GNTX, ACN, PEP, INGR, HIG, UNH, DHR, GIL, SSNC, FTV, ASGN, DOV, NEOG, HSIC, OTEX, FB, XOM, MPC, GGG, RPM, GS, JNJ,
- Sold Out: SNA, GILD, SBNY, CVX, AVX, ES, MET, PG, PH, NUE, NHC, MCD, GOOGL, GLW, BMO, NTRS,
For the details of NORTH POINT PORTFOLIO MANAGERS CORP's stock buys and sells, go to https://www.gurufocus.com/guru/north+point+portfolio+managers+corp/current-portfolio/portfolio
These are the top 5 holdings of NORTH POINT PORTFOLIO MANAGERS CORP- Ansys Inc (ANSS) - 96,255 shares, 4.85% of the total portfolio. Shares reduced by 2.92%
- Fiserv Inc (FISV) - 214,242 shares, 4.41% of the total portfolio. Shares reduced by 1.97%
- Costco Wholesale Corp (COST) - 69,295 shares, 4.28% of the total portfolio. Shares reduced by 0.23%
- Regeneron Pharmaceuticals Inc (REGN) - 39,657 shares, 4.20% of the total portfolio. Shares reduced by 0.66%
- Danaher Corp (DHR) - 139,114 shares, 4.17% of the total portfolio. Shares reduced by 1.43%
North Point Portfolio Managers Corp initiated holding in MarketAxess Holdings Inc. The purchase prices were between $281.31 and $380.25, with an estimated average price of $349.1. The stock is now traded at around $436.52. The impact to a portfolio due to this purchase was 2.38%. The holding were 33,038 shares as of .
New Purchase: Sysco Corp (SYY)North Point Portfolio Managers Corp initiated holding in Sysco Corp. The purchase prices were between $31.24 and $85.54, with an estimated average price of $69.79. The stock is now traded at around $56.25. The impact to a portfolio due to this purchase was 2.37%. The holding were 239,527 shares as of .
New Purchase: Primo Water Corp (GC6)North Point Portfolio Managers Corp initiated holding in Primo Water Corp. The purchase prices were between $6.25 and $14.4, with an estimated average price of $12.15. The stock is now traded at around $8.80. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,000 shares as of .
New Purchase: SmileDirectClub Inc (SDC)North Point Portfolio Managers Corp initiated holding in SmileDirectClub Inc. The purchase prices were between $3.99 and $15.33, with an estimated average price of $9.93. The stock is now traded at around $6.37. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,000 shares as of .
Sold Out: Snap-on Inc (SNA)North Point Portfolio Managers Corp sold out a holding in Snap-on Inc. The sale prices were between $95.57 and $170, with an estimated average price of $148.48.
Sold Out: Gilead Sciences Inc (GILD)North Point Portfolio Managers Corp sold out a holding in Gilead Sciences Inc. The sale prices were between $62.63 and $80.22, with an estimated average price of $68.92.
Sold Out: Signature Bank (SBNY)North Point Portfolio Managers Corp sold out a holding in Signature Bank. The sale prices were between $73.08 and $147.5, with an estimated average price of $126.21.
Sold Out: AVX Corp (AVX)North Point Portfolio Managers Corp sold out a holding in AVX Corp. The sale prices were between $20.27 and $21.79, with an estimated average price of $20.99.
Sold Out: Chevron Corp (CVX)North Point Portfolio Managers Corp sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.
Sold Out: Eversource Energy (ES)North Point Portfolio Managers Corp sold out a holding in Eversource Energy. The sale prices were between $62.23 and $98.54, with an estimated average price of $87.8.
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