Ironwood Investment Counsel, LLC Buys Amazon.com Inc, Sysco Corp, Anheuser-Busch InBev SA/NV, Sells Paychex Inc, Legg Mason Inc, McKesson Corp

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Apr 29, 2020
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Scottsdale, AZ, based Investment company Ironwood Investment Counsel, LLC (Current Portfolio) buys Amazon.com Inc, Sysco Corp, Anheuser-Busch InBev SA/NV, Franklin Resources Inc, First Trust Preferred Securities and Income ETF, sells Paychex Inc, Legg Mason Inc, McKesson Corp, Waters Corp, Vanguard FTSE Developed Markets during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Ironwood Investment Counsel, LLC. As of 2020Q1, Ironwood Investment Counsel, LLC owns 160 stocks with a total value of $246 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Ironwood Investment Counsel, LLC
  1. Microsoft Corp (MSFT) - 125,380 shares, 8.05% of the total portfolio. Shares reduced by 0.01%
  2. Apple Inc (AAPL) - 42,880 shares, 4.44% of the total portfolio. Shares added by 5.97%
  3. Procter & Gamble Co (PG) - 80,858 shares, 3.62% of the total portfolio. Shares reduced by 4.93%
  4. Johnson & Johnson (JNJ) - 61,557 shares, 3.29% of the total portfolio. Shares reduced by 2.93%
  5. Sysco Corp (SYY) - 141,170 shares, 2.62% of the total portfolio. Shares added by 47.53%
New Purchase: Franklin Resources Inc (BEN)

Ironwood Investment Counsel, LLC initiated holding in Franklin Resources Inc. The purchase prices were between $15.3 and $26.31, with an estimated average price of $23.06. The stock is now traded at around $18.49. The impact to a portfolio due to this purchase was 0.59%. The holding were 86,335 shares as of .

New Purchase: Hubbell Inc (HUBB)

Ironwood Investment Counsel, LLC initiated holding in Hubbell Inc. The purchase prices were between $86.71 and $149.54, with an estimated average price of $135.52. The stock is now traded at around $126.79. The impact to a portfolio due to this purchase was 0.38%. The holding were 8,166 shares as of .

New Purchase: Microchip Technology Inc (MCHP)

Ironwood Investment Counsel, LLC initiated holding in Microchip Technology Inc. The purchase prices were between $55.77 and $111.21, with an estimated average price of $94.7. The stock is now traded at around $92.27. The impact to a portfolio due to this purchase was 0.31%. The holding were 11,185 shares as of .

New Purchase: Sabre Corp (SABR)

Ironwood Investment Counsel, LLC initiated holding in Sabre Corp. The purchase prices were between $3.31 and $23.12, with an estimated average price of $16.99. The stock is now traded at around $7.40. The impact to a portfolio due to this purchase was 0.18%. The holding were 76,524 shares as of .

New Purchase: Union Pacific Corp (UNP)

Ironwood Investment Counsel, LLC initiated holding in Union Pacific Corp. The purchase prices were between $114.04 and $187.19, with an estimated average price of $166.14. The stock is now traded at around $163.05. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,785 shares as of .

New Purchase: Newmont Corp (NEM)

Ironwood Investment Counsel, LLC initiated holding in Newmont Corp. The purchase prices were between $39.5 and $52.35, with an estimated average price of $45.05. The stock is now traded at around $62.35. The impact to a portfolio due to this purchase was 0.13%. The holding were 7,133 shares as of .

Added: Amazon.com Inc (AMZN)

Ironwood Investment Counsel, LLC added to a holding in Amazon.com Inc by 252.02%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2372.71. The impact to a portfolio due to this purchase was 1.04%. The holding were 1,827 shares as of .

Added: Sysco Corp (SYY)

Ironwood Investment Counsel, LLC added to a holding in Sysco Corp by 47.53%. 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 $58.60. The impact to a portfolio due to this purchase was 0.84%. The holding were 141,170 shares as of .

Added: Anheuser-Busch InBev SA/NV (BUD)

Ironwood Investment Counsel, LLC added to a holding in Anheuser-Busch InBev SA/NV by 62.83%. The purchase prices were between $35.18 and $83.45, with an estimated average price of $65.86. The stock is now traded at around $48.66. The impact to a portfolio due to this purchase was 0.59%. The holding were 84,981 shares as of .

Added: First Trust Preferred Securities and Income ETF (FPE)

Ironwood Investment Counsel, LLC added to a holding in First Trust Preferred Securities and Income ETF by 209.14%. The purchase prices were between $13.6 and $20.48, with an estimated average price of $19.31. The stock is now traded at around $17.97. The impact to a portfolio due to this purchase was 0.55%. The holding were 122,291 shares as of .

Added: Nielsen Holdings PLC (NLSN)

Ironwood Investment Counsel, LLC added to a holding in Nielsen Holdings PLC by 60.33%. The purchase prices were between $11.94 and $22.25, with an estimated average price of $18.84. The stock is now traded at around $13.96. The impact to a portfolio due to this purchase was 0.52%. The holding were 269,954 shares as of .

Added: FedEx Corp (FDX)

Ironwood Investment Counsel, LLC added to a holding in FedEx Corp by 296.00%. The purchase prices were between $90.49 and $164.91, with an estimated average price of $141.5. The stock is now traded at around $129.48. The impact to a portfolio due to this purchase was 0.52%. The holding were 14,161 shares as of .

Sold Out: Paychex Inc (PAYX)

Ironwood Investment Counsel, LLC sold out a holding in Paychex Inc. The sale prices were between $50.39 and $90.23, with an estimated average price of $80.23.

Sold Out: Waters Corp (WAT)

Ironwood Investment Counsel, LLC sold out a holding in Waters Corp. The sale prices were between $162.36 and $244.09, with an estimated average price of $211.79.

Sold Out: Vanguard FTSE Developed Markets (VEA)

Ironwood Investment Counsel, LLC sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $28.78 and $44.66, with an estimated average price of $40.48.

Sold Out: BancFirst Corp (BANF)

Ironwood Investment Counsel, LLC sold out a holding in BancFirst Corp. The sale prices were between $27.22 and $63.45, with an estimated average price of $52.53.

Sold Out: iShares MSCI EAFE (EFA)

Ironwood Investment Counsel, LLC sold out a holding in iShares MSCI EAFE. The sale prices were between $46.5 and $70.38, with an estimated average price of $63.47.

Sold Out: Kinder Morgan Inc (KMI)

Ironwood Investment Counsel, LLC sold out a holding in Kinder Morgan Inc. The sale prices were between $9.98 and $22.24, with an estimated average price of $19.15.



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