Murphy Pohlad Asset Management LLC Buys Biogen Inc, OraSure Technologies Inc, Chevron Corp, Sells Nordstrom Inc, Exxon Mobil Corp, General Mills Inc

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May 13, 2020
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Eden Prairie, MN, based Investment company Murphy Pohlad Asset Management LLC (Current Portfolio) buys Biogen Inc, OraSure Technologies Inc, Chevron Corp, Regeneron Pharmaceuticals Inc, The Travelers Inc, sells Nordstrom Inc, Exxon Mobil Corp, General Mills Inc, Berkshire Hathaway Inc, Accenture PLC during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Murphy Pohlad Asset Management LLC. As of 2020Q1, Murphy Pohlad Asset Management LLC owns 99 stocks with a total value of $147 million. These are the details of the buys and sells.

For the details of Murphy Pohlad Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/murphy+pohlad+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Murphy Pohlad Asset Management LLC
  1. Microsoft Corp (MSFT) - 40,123 shares, 4.31% of the total portfolio. Shares reduced by 12.75%
  2. Apple Inc (AAPL) - 21,924 shares, 3.80% of the total portfolio. Shares reduced by 15.59%
  3. Medtronic PLC (MDT) - 58,812 shares, 3.61% of the total portfolio. Shares added by 4.82%
  4. Target Corp (TGT) - 55,294 shares, 3.50% of the total portfolio. Shares added by 2.16%
  5. Berkshire Hathaway Inc (BRK.B) - 27,436 shares, 3.42% of the total portfolio. Shares added by 1.05%
New Purchase: Biogen Inc (BIIB)

Murphy Pohlad Asset Management LLC initiated holding in Biogen Inc. The purchase prices were between $268.85 and $341.04, with an estimated average price of $303.55. The stock is now traded at around $317.06. The impact to a portfolio due to this purchase was 1.72%. The holding were 7,996 shares as of .

New Purchase: Regeneron Pharmaceuticals Inc (REGN)

Murphy Pohlad Asset Management LLC initiated holding in Regeneron Pharmaceuticals Inc. The purchase prices were between $336.18 and $494.43, with an estimated average price of $411.31. The stock is now traded at around $570.00. The impact to a portfolio due to this purchase was 0.79%. The holding were 2,372 shares as of .

New Purchase: Cboe Global Markets Inc (CBOE)

Murphy Pohlad Asset Management LLC initiated holding in Cboe Global Markets Inc. The purchase prices were between $75.85 and $127.93, with an estimated average price of $112.34. The stock is now traded at around $97.89. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,000 shares as of .

New Purchase: Delta Air Lines Inc (DAL)

Murphy Pohlad Asset Management LLC initiated holding in Delta Air Lines Inc. The purchase prices were between $21.35 and $62.03, with an estimated average price of $50.04. The stock is now traded at around $19.47. The impact to a portfolio due to this purchase was 0.17%. The holding were 8,780 shares as of .

New Purchase: Barrick Gold Corp (GOLD)

Murphy Pohlad Asset Management LLC initiated holding in Barrick Gold Corp. The purchase prices were between $15.67 and $22.03, with an estimated average price of $18.74. The stock is now traded at around $25.96. The impact to a portfolio due to this purchase was 0.16%. The holding were 12,475 shares as of .

New Purchase: Gilead Sciences Inc (GILD)

Murphy Pohlad Asset Management LLC initiated holding in Gilead Sciences Inc. The purchase prices were between $62.63 and $80.22, with an estimated average price of $68.92. The stock is now traded at around $77.68. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,045 shares as of .

Added: OraSure Technologies Inc (OSUR)

Murphy Pohlad Asset Management LLC added to a holding in OraSure Technologies Inc by 506.60%. The purchase prices were between $5.57 and $10.76, with an estimated average price of $7.18. The stock is now traded at around $16.34. The impact to a portfolio due to this purchase was 1.17%. The holding were 191,535 shares as of .

Added: Chevron Corp (CVX)

Murphy Pohlad Asset Management LLC added to a holding in Chevron Corp by 301.29%. The purchase prices were between $54.22 and $121.43, with an estimated average price of $99.58. The stock is now traded at around $88.36. The impact to a portfolio due to this purchase was 0.86%. The holding were 23,375 shares as of .

Added: The Travelers Companies Inc (TRV)

Murphy Pohlad Asset Management LLC added to a holding in The Travelers Companies Inc by 59.84%. The purchase prices were between $81.69 and $141.34, with an estimated average price of $125.01. The stock is now traded at around $90.82. The impact to a portfolio due to this purchase was 0.65%. The holding were 25,563 shares as of .

Added: Merck & Co Inc (MRK)

Murphy Pohlad Asset Management LLC added to a holding in Merck & Co Inc by 90.40%. The purchase prices were between $66.4 and $92.04, with an estimated average price of $82.63. The stock is now traded at around $78.52. The impact to a portfolio due to this purchase was 0.61%. The holding were 24,600 shares as of .

Added: ABB Ltd (ABB)

Murphy Pohlad Asset Management LLC added to a holding in ABB Ltd by 31.88%. The purchase prices were between $14.85 and $25.16, with an estimated average price of $21.95. The stock is now traded at around $17.82. The impact to a portfolio due to this purchase was 0.44%. The holding were 154,295 shares as of .

Added: Thor Industries Inc (THO)

Murphy Pohlad Asset Management LLC added to a holding in Thor Industries Inc by 309.84%. The purchase prices were between $34.61 and $88.09, with an estimated average price of $69.96. The stock is now traded at around $67.64. The impact to a portfolio due to this purchase was 0.41%. The holding were 18,750 shares as of .

Sold Out: Accenture PLC (ACN)

Murphy Pohlad Asset Management 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: Winmark Corp (WINA)

Murphy Pohlad Asset Management LLC sold out a holding in Winmark Corp. The sale prices were between $123.01 and $211.05, with an estimated average price of $188.37.

Sold Out: Tactile Systems Technology Inc (TCMD)

Murphy Pohlad Asset Management LLC sold out a holding in Tactile Systems Technology Inc. The sale prices were between $31 and $70, with an estimated average price of $54.05.

Sold Out: Lazard Ltd (LAZ)

Murphy Pohlad Asset Management LLC sold out a holding in Lazard Ltd. The sale prices were between $21.06 and $44.55, with an estimated average price of $37.26.

Sold Out: Raytheon Co (RTN)

Murphy Pohlad Asset Management LLC sold out a holding in Raytheon Co. The sale prices were between $112.61 and $232.31, with an estimated average price of $199.29.

Sold Out: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Murphy Pohlad Asset Management LLC sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $43.89 and $60.32, with an estimated average price of $54.86.

Reduced: Nordstrom Inc (JWN)

Murphy Pohlad Asset Management LLC reduced to a holding in Nordstrom Inc by 32.41%. The sale prices were between $15.34 and $42.2, with an estimated average price of $33.66. The stock is now traded at around $15.38. The impact to a portfolio due to this sale was -0.56%. Murphy Pohlad Asset Management LLC still held 52,180 shares as of .

Reduced: Exxon Mobil Corp (XOM)

Murphy Pohlad Asset Management LLC reduced to a holding in Exxon Mobil Corp by 34.51%. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $42.08. The impact to a portfolio due to this sale was -0.39%. Murphy Pohlad Asset Management LLC still held 19,429 shares as of .

Reduced: General Mills Inc (GIS)

Murphy Pohlad Asset Management LLC reduced to a holding in General Mills Inc by 26.36%. The sale prices were between $47.28 and $59.67, with an estimated average price of $52.84. The stock is now traded at around $63.80. The impact to a portfolio due to this sale was -0.34%. Murphy Pohlad Asset Management LLC still held 32,607 shares as of .

Reduced: Berkshire Hathaway Inc (BRK.A)

Murphy Pohlad Asset Management LLC reduced to a holding in Berkshire Hathaway Inc by 50%. The sale prices were between $240000 and $344970, with an estimated average price of $319779. The stock is now traded at around $257010.00. The impact to a portfolio due to this sale was -0.19%. Murphy Pohlad Asset Management LLC still held 1 shares as of .

Reduced: Weyerhaeuser Co (WY)

Murphy Pohlad Asset Management LLC reduced to a holding in Weyerhaeuser Co by 24.79%. The sale prices were between $13.47 and $31.3, with an estimated average price of $26.5. The stock is now traded at around $17.37. The impact to a portfolio due to this sale was -0.17%. Murphy Pohlad Asset Management LLC still held 30,500 shares as of .

Reduced: Royal Dutch Shell PLC (RDS.A)

Murphy Pohlad Asset Management LLC reduced to a holding in Royal Dutch Shell PLC by 31.49%. The sale prices were between $21.62 and $60.96, with an estimated average price of $47.13. The stock is now traded at around $31.12. The impact to a portfolio due to this sale was -0.1%. Murphy Pohlad Asset Management LLC still held 6,744 shares as of .



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