HC Advisors, LLC Buys Centene Corp, Microsoft Corp, Verisk Analytics Inc, Sells Vanguard Total Stock Market, iShares 7-10 Year Treasury Bond ETF, Schwab Emerging Markets Equity

Author's Avatar
May 09, 2020
Article's Main Image
Investment company HC Advisors, LLC (Current Portfolio) buys Centene Corp, Microsoft Corp, Verisk Analytics Inc, Intelligent Systems Corp, The Estee Lauder Inc, sells Vanguard Total Stock Market, iShares 7-10 Year Treasury Bond ETF, Schwab Emerging Markets Equity, Vanguard Consumer Staples, iShares U.S. Financial during the 3-months ended 2020Q1, according to the most recent filings of the investment company, HC Advisors, LLC. As of 2020Q1, HC Advisors, LLC owns 24 stocks with a total value of $15 million. These are the details of the buys and sells.

For the details of HC Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hc+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of HC Advisors, LLC
  1. Apple Inc (AAPL) - 9,501 shares, 15.74% of the total portfolio. Shares reduced by 15.34%
  2. Microsoft Corp (MSFT) - 10,516 shares, 10.81% of the total portfolio. Shares added by 623.25%
  3. Centene Corp (CNC) - 26,656 shares, 10.32% of the total portfolio. New Position
  4. Verisk Analytics Inc (VRSK) - 9,262 shares, 8.41% of the total portfolio. New Position
  5. Intelligent Systems Corp (INS) - 31,341 shares, 6.94% of the total portfolio. New Position
New Purchase: Centene Corp (CNC)

HC Advisors, LLC initiated holding in Centene Corp. The purchase prices were between $45.55 and $68.02, with an estimated average price of $60.83. The stock is now traded at around $65.88. The impact to a portfolio due to this purchase was 10.32%. The holding were 26,656 shares as of .

New Purchase: Verisk Analytics Inc (VRSK)

HC Advisors, LLC initiated holding in Verisk Analytics Inc. The purchase prices were between $121.18 and $171.56, with an estimated average price of $156.89. The stock is now traded at around $159.57. The impact to a portfolio due to this purchase was 8.41%. The holding were 9,262 shares as of .

New Purchase: Intelligent Systems Corp (INS)

HC Advisors, LLC initiated holding in Intelligent Systems Corp. The purchase prices were between $24.98 and $44.58, with an estimated average price of $37.59. The stock is now traded at around $31.90. The impact to a portfolio due to this purchase was 6.94%. The holding were 31,341 shares as of .

New Purchase: The Estee Lauder Companies Inc (EL)

HC Advisors, LLC initiated holding in The Estee Lauder Companies Inc. The purchase prices were between $144.38 and $219.88, with an estimated average price of $193.92. The stock is now traded at around $173.15. The impact to a portfolio due to this purchase was 6.45%. The holding were 6,215 shares as of .

New Purchase: Sociedad Quimica Y Minera De Chile SA (SQM)

HC Advisors, LLC initiated holding in Sociedad Quimica Y Minera De Chile SA. The purchase prices were between $15.87 and $32.99, with an estimated average price of $27.09. The stock is now traded at around $23.15. The impact to a portfolio due to this purchase was 6.03%. The holding were 41,061 shares as of .

New Purchase: Cintas Corp (CTAS)

HC Advisors, LLC initiated holding in Cintas Corp. The purchase prices were between $157.06 and $304.26, with an estimated average price of $262.42. The stock is now traded at around $218.21. The impact to a portfolio due to this purchase was 4.81%. The holding were 4,259 shares as of .

Added: Microsoft Corp (MSFT)

HC Advisors, LLC added to a holding in Microsoft Corp by 623.25%. 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 $184.68. The impact to a portfolio due to this purchase was 9.32%. The holding were 10,516 shares as of .

Sold Out: Vanguard Total Stock Market (VTI)

HC Advisors, LLC sold out a holding in Vanguard Total Stock Market. The sale prices were between $111.91 and $172.17, with an estimated average price of $155.87.

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

HC Advisors, LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $110.2 and $121.21, with an estimated average price of $114.69.

Sold Out: Schwab Emerging Markets Equity (SCHE)

HC Advisors, LLC sold out a holding in Schwab Emerging Markets Equity. The sale prices were between $18.68 and $28.22, with an estimated average price of $25.22.

Sold Out: Vanguard Consumer Staples (VDC)

HC Advisors, LLC sold out a holding in Vanguard Consumer Staples. The sale prices were between $122.65 and $164.89, with an estimated average price of $154.97.

Sold Out: iShares U.S. Financial (IYF)

HC Advisors, LLC sold out a holding in iShares U.S. Financial. The sale prices were between $81.74 and $142.33, with an estimated average price of $125.66.

Sold Out: iShares U.S. Technology (IYW)

HC Advisors, LLC sold out a holding in iShares U.S. Technology. The sale prices were between $180.74 and $259.93, with an estimated average price of $231.05.



Here is the complete portfolio of HC Advisors, LLC. Also check out:

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