- Added Positions: PGR, ADBE, MSFT, MA, BKNG, PG, CL, VRSK, BAC, WFC, PEP, UN, V, RACE,
- Reduced Positions: SCHW, CBRE, GOOG, JPM, DIS, INTU, MCO, MSCI, MMC, NKE, FB, CPRT, KO, JNJ, SYK, USB, BDX,
- Sold Out: SYY, BK,
For the details of YCG, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ycg%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of YCG, LLC- Mastercard Inc (MA) - 181,016 shares, 7.68% of the total portfolio. Shares added by 2.36%
- Moody's Corporation (MCO) - 194,430 shares, 7.65% of the total portfolio. Shares reduced by 3.8%
- MSCI Inc (MSCI) - 137,834 shares, 6.62% of the total portfolio. Shares reduced by 2.92%
- CBRE Group Inc (CBRE) - 964,529 shares, 6.20% of the total portfolio. Shares reduced by 11.15%
- Nike Inc (NKE) - 365,402 shares, 5.09% of the total portfolio. Shares reduced by 1.93%
Ycg, Llc added to a holding in Progressive Corp by 241.46%. The purchase prices were between $72.19 and $82.96, with an estimated average price of $77.98. The stock is now traded at around $88.97. The impact to a portfolio due to this purchase was 1.27%. The holding were 157,166 shares as of .
Added: Adobe Inc (ADBE)Ycg, Llc added to a holding in Adobe Inc by 95.28%. The purchase prices were between $293.61 and $440.55, with an estimated average price of $369.18. The stock is now traded at around $447.60. The impact to a portfolio due to this purchase was 0.44%. The holding were 14,570 shares as of .
Sold Out: Sysco Corp (SYY)Ycg, Llc sold out a holding in Sysco Corp. The sale prices were between $39.5 and $64.11, with an estimated average price of $52.41.
Sold Out: Bank of New York Mellon Corp (BK)Ycg, Llc sold out a holding in Bank of New York Mellon Corp. The sale prices were between $32.06 and $42.3, with an estimated average price of $36.52.
Here is the complete portfolio of YCG, LLC. Also check out:
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3. YCG, LLC's High Yield stocks
4. Stocks that YCG, LLC keeps buying
