Goelzer Investment Management, Inc. Buys First Solar Inc, Sysco Corp, Berkshire Hathaway Inc, Sells Vanguard Real Estate, Darden Restaurants Inc, iShares TIPS Bond

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May 07, 2020
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Indianapolis, IN, based Investment company Goelzer Investment Management, Inc. (Current Portfolio) buys First Solar Inc, Sysco Corp, Berkshire Hathaway Inc, Garmin, Levi Strauss, sells Vanguard Real Estate, Darden Restaurants Inc, iShares TIPS Bond, The Hartford Financial Services Group Inc, Citizens Financial Group Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Goelzer Investment Management, Inc.. As of 2020Q1, Goelzer Investment Management, Inc. owns 239 stocks with a total value of $876 million. These are the details of the buys and sells.

For the details of Goelzer Investment Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/goelzer+investment+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Goelzer Investment Management, Inc.
  1. Eli Lilly and Co (LLY) - 310,690 shares, 4.92% of the total portfolio. Shares added by 0.03%
  2. SPDR S&P 500 (SPY) - 134,820 shares, 3.97% of the total portfolio. Shares added by 11.92%
  3. iShares Core S&P Small-Cap (IJR) - 514,821 shares, 3.30% of the total portfolio. Shares added by 19.06%
  4. iShares MSCI ACWI Ex US Index Fund (ACWX) - 696,321 shares, 2.99% of the total portfolio. Shares reduced by 4.72%
  5. iShares Core S&P Mid-Cap (IJH) - 172,851 shares, 2.84% of the total portfolio. Shares added by 10.70%
New Purchase: First Solar Inc (FSLR)

Goelzer Investment Management, Inc. initiated holding in First Solar Inc. The purchase prices were between $30.2 and $59.32, with an estimated average price of $47.88. The stock is now traded at around $44.66. The impact to a portfolio due to this purchase was 0.38%. The holding were 93,194 shares as of .

New Purchase: Garmin Ltd (GRMN)

Goelzer Investment Management, Inc. initiated holding in Garmin Ltd. The purchase prices were between $63.63 and $103.67, with an estimated average price of $90.83. The stock is now traded at around $78.04. The impact to a portfolio due to this purchase was 0.2%. The holding were 23,791 shares as of .

New Purchase: Foot Locker Inc (FL)

Goelzer Investment Management, Inc. initiated holding in Foot Locker Inc. The purchase prices were between $18.22 and $41.46, with an estimated average price of $34.25. The stock is now traded at around $23.35. The impact to a portfolio due to this purchase was 0.2%. The holding were 81,111 shares as of .

New Purchase: The Kraft Heinz Co (KHC)

Goelzer Investment Management, Inc. initiated holding in The Kraft Heinz Co. The purchase prices were between $20.06 and $32.13, with an estimated average price of $27.55. The stock is now traded at around $28.83. The impact to a portfolio due to this purchase was 0.19%. The holding were 67,834 shares as of .

New Purchase: Truist Financial Corp (TFC)

Goelzer 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 $35.24. The impact to a portfolio due to this purchase was 0.19%. The holding were 54,647 shares as of .

New Purchase: Starbucks Corp (SBUX)

Goelzer Investment Management, Inc. initiated holding in Starbucks Corp. The purchase prices were between $56.33 and $93.75, with an estimated average price of $81.31. The stock is now traded at around $76.00. The impact to a portfolio due to this purchase was 0.19%. The holding were 25,307 shares as of .

Added: Sysco Corp (SYY)

Goelzer Investment Management, Inc. added to a holding in Sysco Corp by 74.04%. 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 $52.28. The impact to a portfolio due to this purchase was 0.21%. The holding were 94,072 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Goelzer Investment Management, Inc. added to a holding in Berkshire Hathaway Inc by 32.03%. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $173.48. The impact to a portfolio due to this purchase was 0.2%. The holding were 39,160 shares as of .

Added: Levi Strauss & Co (LEVI)

Goelzer Investment Management, Inc. added to a holding in Levi Strauss & Co by 129.86%. The purchase prices were between $10.37 and $20.48, with an estimated average price of $17.77. The stock is now traded at around $11.82. The impact to a portfolio due to this purchase was 0.2%. The holding were 255,645 shares as of .

Added: CME Group Inc (CME)

Goelzer Investment Management, Inc. added to a holding in CME Group Inc by 562.41%. The purchase prices were between $139.54 and $223.63, with an estimated average price of $199.4. The stock is now traded at around $178.49. The impact to a portfolio due to this purchase was 0.19%. The holding were 11,261 shares as of .

Added: CenterPoint Energy Inc (CNP)

Goelzer Investment Management, Inc. added to a holding in CenterPoint Energy Inc by 68.10%. The purchase prices were between $12.1 and $27.27, with an estimated average price of $23.14. The stock is now traded at around $17.81. The impact to a portfolio due to this purchase was 0.18%. The holding were 251,096 shares as of .

Added: The Interpublic Group of Companies Inc (IPG)

Goelzer Investment Management, Inc. added to a holding in The Interpublic Group of Companies Inc by 90.42%. The purchase prices were between $12.52 and $25.06, with an estimated average price of $21.25. The stock is now traded at around $16.27. The impact to a portfolio due to this purchase was 0.17%. The holding were 194,812 shares as of .

Sold Out: Vanguard Real Estate (VNQ)

Goelzer Investment Management, Inc. sold out a holding in Vanguard Real Estate. The sale prices were between $56.91 and $99.57, with an estimated average price of $88.63.

Sold Out: Darden Restaurants Inc (DRI)

Goelzer Investment Management, Inc. sold out a holding in Darden Restaurants Inc. The sale prices were between $34.16 and $122.45, with an estimated average price of $98.09.

Sold Out: The Hartford Financial Services Group Inc (HIG)

Goelzer Investment Management, Inc. sold out a holding in The Hartford Financial Services Group Inc. The sale prices were between $26.25 and $61.22, with an estimated average price of $52.48.

Sold Out: MGIC Investment Corp (MTG)

Goelzer Investment Management, Inc. sold out a holding in MGIC Investment Corp. The sale prices were between $5.31 and $14.52, with an estimated average price of $12.17.

Sold Out: NCR Corp (NCR)

Goelzer Investment Management, Inc. sold out a holding in NCR Corp. The sale prices were between $11.78 and $35.76, with an estimated average price of $28.29.

Sold Out: iShares 0-5 Year TIPS Bond (STIP)

Goelzer Investment Management, Inc. sold out a holding in iShares 0-5 Year TIPS Bond. The sale prices were between $96.7 and $102.1, with an estimated average price of $100.57.



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