North Point Portfolio Managers Corp Buys MarketAxess Holdings Inc, Sysco Corp, Primo Water Corp, Sells Snap-on Inc, Gilead Sciences Inc, Signature Bank

Author's Avatar
Apr 28, 2020
Article's Main Image
Investment company North Point Portfolio Managers Corp (Current Portfolio) buys MarketAxess Holdings Inc, Sysco Corp, Primo Water Corp, SmileDirectClub Inc, sells Snap-on Inc, Gilead Sciences Inc, Signature Bank, Chevron Corp, AVX Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, North Point Portfolio Managers Corp. As of 2020Q1, North Point Portfolio Managers Corp owns 64 stocks with a total value of $461 million. These are the details of the buys and sells.

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
  1. Ansys Inc (ANSS) - 96,255 shares, 4.85% of the total portfolio. Shares reduced by 2.92%
  2. Fiserv Inc (FISV) - 214,242 shares, 4.41% of the total portfolio. Shares reduced by 1.97%
  3. Costco Wholesale Corp (COST) - 69,295 shares, 4.28% of the total portfolio. Shares reduced by 0.23%
  4. Regeneron Pharmaceuticals Inc (REGN) - 39,657 shares, 4.20% of the total portfolio. Shares reduced by 0.66%
  5. Danaher Corp (DHR) - 139,114 shares, 4.17% of the total portfolio. Shares reduced by 1.43%
New Purchase: MarketAxess Holdings Inc (MKTX)

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.



Here is the complete portfolio of NORTH POINT PORTFOLIO MANAGERS CORP. Also check out:

1. NORTH POINT PORTFOLIO MANAGERS CORP's Undervalued Stocks
2. NORTH POINT PORTFOLIO MANAGERS CORP's Top Growth Companies, and
3. NORTH POINT PORTFOLIO MANAGERS CORP's High Yield stocks
4. Stocks that NORTH POINT PORTFOLIO MANAGERS CORP keeps buying