Wills Financial Group, Inc. Buys Blackstone Group Inc, The Carlyle Group Inc, Walmart Inc, Sells Boeing Co, American Campus Communities Inc, LyondellBasell Industries NV

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May 12, 2020
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Richmond, VA, based Investment company Wills Financial Group, Inc. (Current Portfolio) buys Blackstone Group Inc, The Carlyle Group Inc, Walmart Inc, The Hershey Co, ONE Gas Inc, sells Boeing Co, American Campus Communities Inc, LyondellBasell Industries NV, JM Smucker Co, Albemarle Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Wills Financial Group, Inc.. As of 2020Q1, Wills Financial Group, Inc. owns 48 stocks with a total value of $139 million. These are the details of the buys and sells.

For the details of Wills Financial Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/wills+financial+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Wills Financial Group, Inc.
  1. Berkshire Hathaway Inc (BRK.B) - 48,530 shares, 6.40% of the total portfolio. Shares reduced by 1.31%
  2. Microsoft Corp (MSFT) - 55,482 shares, 6.31% of the total portfolio. Shares added by 3.29%
  3. Essential Utilities Inc (WTRG) - 190,590 shares, 5.59% of the total portfolio. Shares reduced by 0.76%
  4. Apple Inc (AAPL) - 29,087 shares, 5.33% of the total portfolio. Shares reduced by 3.55%
  5. Dominion Energy Inc (D) - 99,081 shares, 5.16% of the total portfolio. Shares added by 12.25%
New Purchase: The Carlyle Group Inc (CG)

Wills Financial Group, Inc. initiated holding in The Carlyle Group Inc. The purchase prices were between $17.08 and $34.45, with an estimated average price of $29.01. The stock is now traded at around $25.00. The impact to a portfolio due to this purchase was 0.74%. The holding were 47,233 shares as of .

New Purchase: Walmart Inc (WMT)

Wills Financial Group, Inc. initiated holding in Walmart Inc. The purchase prices were between $104.05 and $122.58, with an estimated average price of $115.48. The stock is now traded at around $124.49. The impact to a portfolio due to this purchase was 0.24%. The holding were 2,967 shares as of .

Added: Blackstone Group Inc (BX)

Wills Financial Group, Inc. added to a holding in Blackstone Group Inc by 652.39%. The purchase prices were between $36.04 and $64.41, with an estimated average price of $55.53. The stock is now traded at around $53.91. The impact to a portfolio due to this purchase was 0.8%. The holding were 27,989 shares as of .

Added: The Hershey Co (HSY)

Wills Financial Group, Inc. added to a holding in The Hershey Co by 82.49%. The purchase prices were between $111.43 and $160.95, with an estimated average price of $147.76. The stock is now traded at around $133.31. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,491 shares as of .

Added: ONE Gas Inc (OGS)

Wills Financial Group, Inc. added to a holding in ONE Gas Inc by 40.50%. The purchase prices were between $67.62 and $96.69, with an estimated average price of $88.74. The stock is now traded at around $78.29. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,429 shares as of .

Sold Out: Boeing Co (BA)

Wills Financial Group, Inc. sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: American Campus Communities Inc (ACC)

Wills Financial Group, Inc. sold out a holding in American Campus Communities Inc. The sale prices were between $20.76 and $48.75, with an estimated average price of $42.04.

Sold Out: LyondellBasell Industries NV (LYB)

Wills Financial Group, Inc. sold out a holding in LyondellBasell Industries NV. The sale prices were between $34.9 and $94.48, with an estimated average price of $74.29.

Sold Out: JM Smucker Co (SJM)

Wills Financial Group, Inc. sold out a holding in JM Smucker Co. The sale prices were between $95.79 and $118.86, with an estimated average price of $106.89.

Sold Out: Albemarle Corp (ALB)

Wills Financial Group, Inc. sold out a holding in Albemarle Corp. The sale prices were between $50.9 and $94.31, with an estimated average price of $76.85.

Sold Out: Vanguard Mid-Cap (VO)

Wills Financial Group, Inc. sold out a holding in Vanguard Mid-Cap. The sale prices were between $112.37 and $186.27, with an estimated average price of $167.2.



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