Congress Park Capital LLC Buys Blackrock Muniyield Fund Inc, Apple Inc, EnerSys, Sells The Walt Disney Co, UBS Group AG, Accenture PLC

Author's Avatar
May 04, 2020
Article's Main Image
Investment company Congress Park Capital LLC (Current Portfolio) buys Blackrock Muniyield Fund Inc, Apple Inc, EnerSys, Microsoft Corp, UnitedHealth Group Inc, sells The Walt Disney Co, UBS Group AG, Accenture PLC, Radius Health Inc, Wells Fargo during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Congress Park Capital LLC. As of 2020Q1, Congress Park Capital LLC owns 88 stocks with a total value of $111 million. These are the details of the buys and sells.

For the details of Congress Park Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/congress+park+capital+llc/current-portfolio/portfolio

These are the top 5 holdings of Congress Park Capital LLC
  1. Berkshire Hathaway Inc (BRK.B) - 61,900 shares, 10.24% of the total portfolio. Shares added by 11.81%
  2. Alibaba Group Holding Ltd (BABA) - 40,285 shares, 7.09% of the total portfolio. Shares added by 0.99%
  3. Nuveen AMT-Free Municipal Income Fund (NEA) - 492,020 shares, 6.03% of the total portfolio. Shares added by 11.19%
  4. Amazon.com Inc (AMZN) - 2,600 shares, 4.59% of the total portfolio. Shares reduced by 4.55%
  5. Apple Inc (AAPL) - 19,539 shares, 4.49% of the total portfolio. Shares added by 36.41%
New Purchase: EnerSys (ENS)

Congress Park Capital LLC initiated holding in EnerSys. The purchase prices were between $38.24 and $77.94, with an estimated average price of $65.78. The stock is now traded at around $55.50. The impact to a portfolio due to this purchase was 1.02%. The holding were 22,730 shares as of .

New Purchase: UnitedHealth Group Inc (UNH)

Congress Park Capital LLC initiated holding in UnitedHealth Group Inc. The purchase prices were between $194.86 and $305.31, with an estimated average price of $276.19. The stock is now traded at around $287.54. The impact to a portfolio due to this purchase was 0.82%. The holding were 3,649 shares as of .

New Purchase: Baozun Inc (BZUN)

Congress Park Capital LLC initiated holding in Baozun Inc. The purchase prices were between $22.96 and $36.89, with an estimated average price of $31.61. The stock is now traded at around $28.55. The impact to a portfolio due to this purchase was 0.53%. The holding were 20,955 shares as of .

New Purchase: Tesla Inc (TSLA)

Congress Park Capital LLC initiated holding in Tesla Inc. The purchase prices were between $361.22 and $917.42, with an estimated average price of $619.73. The stock is now traded at around $761.19. The impact to a portfolio due to this purchase was 0.34%. The holding were 715 shares as of .

New Purchase: HCA Healthcare Inc (HCA)

Congress Park Capital LLC initiated holding in HCA Healthcare Inc. The purchase prices were between $68.13 and $151.04, with an estimated average price of $130.36. The stock is now traded at around $103.61. The impact to a portfolio due to this purchase was 0.3%. The holding were 3,750 shares as of .

New Purchase: Spotify Technology SA (SPOT)

Congress Park Capital LLC initiated holding in Spotify Technology SA. The purchase prices were between $117.64 and $158.78, with an estimated average price of $141.78. The stock is now traded at around $145.31. The impact to a portfolio due to this purchase was 0.27%. The holding were 2,455 shares as of .

Added: Blackrock Muniyield Fund Inc (MYD)

Congress Park Capital LLC added to a holding in Blackrock Muniyield Fund Inc by 55.30%. The purchase prices were between $10.6 and $15.36, with an estimated average price of $14.39. The stock is now traded at around $12.41. The impact to a portfolio due to this purchase was 1.56%. The holding were 381,834 shares as of .

Added: Apple Inc (AAPL)

Congress Park Capital LLC added to a holding in Apple Inc by 36.41%. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $293.16. The impact to a portfolio due to this purchase was 1.2%. The holding were 19,539 shares as of .

Added: Microsoft Corp (MSFT)

Congress Park Capital LLC added to a holding in Microsoft Corp by 37.64%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $178.84. The impact to a portfolio due to this purchase was 1%. The holding were 25,567 shares as of .

Added: Alphabet Inc (GOOGL)

Congress Park Capital LLC added to a holding in Alphabet Inc by 29.67%. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1322.90. The impact to a portfolio due to this purchase was 0.81%. The holding were 3,365 shares as of .

Added: China Mobile Ltd (CHL)

Congress Park Capital LLC added to a holding in China Mobile Ltd by 58.65%. The purchase prices were between $31.3 and $44.79, with an estimated average price of $40.3. The stock is now traded at around $38.67. The impact to a portfolio due to this purchase was 0.58%. The holding were 45,715 shares as of .

Added: AllianzGI Convertible & Income Fund II (NCZ)

Congress Park Capital LLC added to a holding in AllianzGI Convertible & Income Fund II by 78.02%. The purchase prices were between $2.33 and $5.36, with an estimated average price of $4.65. The stock is now traded at around $3.38. The impact to a portfolio due to this purchase was 0.54%. The holding were 409,627 shares as of .

Sold Out: Accenture PLC (ACN)

Congress Park Capital LLC sold out a holding in Accenture PLC. The sale prices were between $143.69 and $215.92, with an estimated average price of $193.46.

Sold Out: Wells Fargo & Co (WFC)

Congress Park Capital LLC sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.

Sold Out: Union Pacific Corp (UNP)

Congress Park Capital LLC sold out a holding in Union Pacific Corp. The sale prices were between $114.04 and $187.19, with an estimated average price of $166.14.

Sold Out: Bristol-Myers Squibb Company (BMY)

Congress Park Capital LLC sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $46.4 and $67.43, with an estimated average price of $61.34.

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

Congress Park Capital LLC 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: Altria Group Inc (MO)

Congress Park Capital LLC sold out a holding in Altria Group Inc. The sale prices were between $31.38 and $51.25, with an estimated average price of $44.58.



Here is the complete portfolio of Congress Park Capital LLC. Also check out:

1. Congress Park Capital LLC's Undervalued Stocks
2. Congress Park Capital LLC's Top Growth Companies, and
3. Congress Park Capital LLC's High Yield stocks
4. Stocks that Congress Park Capital LLC keeps buying