Nuance Investments, Llc Buys Equity Commonwealth, Cal-Maine Foods Inc, The Travelers Inc, Sells WABCO Holdings Inc, Reinsurance Group of America Inc, Merit Medical Systems Inc

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Aug 07, 2020
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Leawood, KS, based Investment company Nuance Investments, Llc (Current Portfolio) buys Equity Commonwealth, Cal-Maine Foods Inc, The Travelers Inc, Essential Utilities Inc, White Mountains Insurance Group, sells WABCO Holdings Inc, Reinsurance Group of America Inc, Merit Medical Systems Inc, Envista Holdings Corp, Cullen/Frost Bankers Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Nuance Investments, Llc. As of 2020Q2, Nuance Investments, Llc owns 60 stocks with a total value of $3.9 billion. These are the details of the buys and sells.

For the details of NUANCE INVESTMENTS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/nuance+investments%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of NUANCE INVESTMENTS, LLC
  1. The Travelers Companies Inc (TRV) - 3,092,369 shares, 9.15% of the total portfolio. Shares added by 28.26%
  2. Dentsply Sirona Inc (XRAY) - 6,699,674 shares, 7.66% of the total portfolio. Shares added by 17.77%
  3. Equity Commonwealth (EQC) - 8,242,430 shares, 6.89% of the total portfolio. Shares added by 240.24%
  4. Chubb Ltd (CB) - 1,933,094 shares, 6.35% of the total portfolio. Shares added by 31.94%
  5. Amphenol Corp (APH) - 2,145,436 shares, 5.33% of the total portfolio. Shares added by 9.90%
New Purchase: Essential Utilities Inc (WTRU)

Nuance Investments, Llc initiated holding in Essential Utilities Inc. The purchase prices were between $51.13 and $61.21, with an estimated average price of $56.6. The stock is now traded at around $58.98. The impact to a portfolio due to this purchase was 1.87%. The holding were 1,276,495 shares as of .

New Purchase: White Mountains Insurance Group Ltd (WTM)

Nuance Investments, Llc initiated holding in White Mountains Insurance Group Ltd. The purchase prices were between $825.09 and $973, with an estimated average price of $902.33. The stock is now traded at around $886.97. The impact to a portfolio due to this purchase was 1.78%. The holding were 77,044 shares as of .

New Purchase: Boston Properties Inc (BXP)

Nuance Investments, Llc initiated holding in Boston Properties Inc. The purchase prices were between $74.8 and $107.16, with an estimated average price of $90.8. The stock is now traded at around $88.30. The impact to a portfolio due to this purchase was 1%. The holding were 427,671 shares as of .

New Purchase: Healthcare Realty Trust Inc (HR)

Nuance Investments, Llc initiated holding in Healthcare Realty Trust Inc. The purchase prices were between $25.27 and $33.32, with an estimated average price of $29.96. The stock is now traded at around $29.09. The impact to a portfolio due to this purchase was 0.5%. The holding were 658,017 shares as of .

New Purchase: Varian Medical Systems Inc (VAR)

Nuance Investments, Llc initiated holding in Varian Medical Systems Inc. The purchase prices were between $94.44 and $134.2, with an estimated average price of $115.56. The stock is now traded at around $173.09. The impact to a portfolio due to this purchase was 0.3%. The holding were 95,194 shares as of .

New Purchase: Middlesex Water Co (MSEX)

Nuance Investments, Llc initiated holding in Middlesex Water Co. The purchase prices were between $54.24 and $70.56, with an estimated average price of $63.28. The stock is now traded at around $66.10. The impact to a portfolio due to this purchase was 0.26%. The holding were 147,428 shares as of .

Added: Equity Commonwealth (EQC)

Nuance Investments, Llc added to a holding in Equity Commonwealth by 240.24%. The purchase prices were between $31.25 and $34.64, with an estimated average price of $33. The stock is now traded at around $31.06. The impact to a portfolio due to this purchase was 4.86%. The holding were 8,242,430 shares as of .

Added: Cal-Maine Foods Inc (CALM)

Nuance Investments, Llc added to a holding in Cal-Maine Foods Inc by 144.36%. The purchase prices were between $38.36 and $45.61, with an estimated average price of $42.57. The stock is now traded at around $43.87. The impact to a portfolio due to this purchase was 2.04%. The holding were 2,994,225 shares as of .

Added: The Travelers Companies Inc (TRV)

Nuance Investments, Llc added to a holding in The Travelers Companies Inc by 28.26%. The purchase prices were between $89.86 and $128, with an estimated average price of $105.28. The stock is now traded at around $113.74. The impact to a portfolio due to this purchase was 2.02%. The holding were 3,092,369 shares as of .

Added: Chubb Ltd (CB)

Nuance Investments, Llc added to a holding in Chubb Ltd by 31.94%. The purchase prices were between $95.25 and $140.7, with an estimated average price of $115.94. The stock is now traded at around $126.56. The impact to a portfolio due to this purchase was 1.54%. The holding were 1,933,094 shares as of .

Added: SJW Group (SJW)

Nuance Investments, Llc added to a holding in SJW Group by 122.01%. The purchase prices were between $53.11 and $65.93, with an estimated average price of $60.02. The stock is now traded at around $64.76. The impact to a portfolio due to this purchase was 1.53%. The holding were 1,725,681 shares as of .

Added: Sanderson Farms Inc (SAFM)

Nuance Investments, Llc added to a holding in Sanderson Farms Inc by 51.61%. The purchase prices were between $106.66 and $147.07, with an estimated average price of $128.42. The stock is now traded at around $111.86. The impact to a portfolio due to this purchase was 1.47%. The holding were 1,431,679 shares as of .

Sold Out: WABCO Holdings Inc (WBC)

Nuance Investments, Llc sold out a holding in WABCO Holdings Inc. The sale prices were between $133.95 and $136.5, with an estimated average price of $135.16.

Sold Out: Cullen/Frost Bankers Inc (CFR)

Nuance Investments, Llc sold out a holding in Cullen/Frost Bankers Inc. The sale prices were between $53.37 and $86.19, with an estimated average price of $69.44.

Sold Out: Stryker Corp (SYK)

Nuance Investments, Llc sold out a holding in Stryker Corp. The sale prices were between $144.67 and $207.03, with an estimated average price of $184.16.

Sold Out: Amazon.com Inc (AMZN)

Nuance Investments, Llc sold out a holding in Amazon.com Inc. The sale prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24.

Sold Out: Abbott Laboratories (ABT)

Nuance Investments, Llc sold out a holding in Abbott Laboratories. The sale prices were between $76.57 and $98, with an estimated average price of $90.16.

Sold Out: Littelfuse Inc (LFUS)

Nuance Investments, Llc sold out a holding in Littelfuse Inc. The sale prices were between $121.39 and $182.35, with an estimated average price of $151.36.



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