- New Purchases: UPS,
- Added Positions: HD, PBCT, MDY, PEP, SPY, CRM, CAG, AMZN, KMI,
- Reduced Positions: ACN, DIS, BAC, EXPE, CVX, PPL, WES, GOOG, AAPL, MET, GOOGL, KO, F, APD, QQQ, MCD,
- Sold Out: KHC, ALE, HON, SYK, DUK, BDX, CSX,
For the details of CHARTER RESEARCH & INVESTMENT GROUP, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/charter+research+%26+investment+group%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of CHARTER RESEARCH & INVESTMENT GROUP, INC.- Apple Inc (AAPL) - 23,047 shares, 7.75% of the total portfolio. Shares reduced by 1.66%
- Johnson & Johnson (JNJ) - 32,923 shares, 5.71% of the total portfolio. Shares reduced by 0.72%
- PepsiCo Inc (PEP) - 30,495 shares, 4.85% of the total portfolio. Shares added by 1.48%
- Alphabet Inc (GOOGL) - 2,853 shares, 4.39% of the total portfolio. Shares reduced by 1.42%
- Mondelez International Inc (MDLZ) - 62,197 shares, 4.12% of the total portfolio. Shares added by 0.38%
Charter Research & Investment Group, Inc. initiated holding in United Parcel Service Inc. The purchase prices were between $86.17 and $118.61, with an estimated average price of $104.08. The stock is now traded at around $91.13. The impact to a portfolio due to this purchase was 2.4%. The holding were 19,410 shares as of .
Sold Out: The Kraft Heinz Co (KHC)Charter Research & Investment Group, Inc. sold out a holding in The Kraft Heinz Co. The sale prices were between $20.06 and $32.13, with an estimated average price of $27.55.
Sold Out: ALLETE Inc (ALE)Charter Research & Investment Group, Inc. sold out a holding in ALLETE Inc. The sale prices were between $52.24 and $84.12, with an estimated average price of $75.9.
Sold Out: Honeywell International Inc (HON)Charter Research & Investment Group, Inc. sold out a holding in Honeywell International Inc. The sale prices were between $103.86 and $183.23, with an estimated average price of $164.66.
Sold Out: Stryker Corp (SYK)Charter Research & Investment Group, Inc. sold out a holding in Stryker Corp. The sale prices were between $126.5 and $225.1, with an estimated average price of $196.28.
Sold Out: Duke Energy Corp (DUK)Charter Research & Investment Group, Inc. sold out a holding in Duke Energy Corp. The sale prices were between $64.15 and $102.43, with an estimated average price of $92.02.
Sold Out: CSX Corp (CSX)Charter Research & Investment Group, Inc. sold out a holding in CSX Corp. The sale prices were between $47.66 and $80.45, with an estimated average price of $70.33.
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