Convergence Investment Partners, LLC Buys The Chemours Co, HP Inc, General Dynamics Corp, Sells Chevron Corp, Kimberly-Clark Corp, Illinois Tool Works Inc

• New Purchases: CC, OKE, STAG, GD, LYB, TTD, IT, JCOM, DFS, M, DXC, KSS, SPG, CG, ALL, KR, PDCE, SM, WAT, MRO, ALKS, APA, MDRX, HOG, MOH, GT, PPC, TXT, AMD, PNR, CR, ETN, X, EME, SPGI, RHI, RRR, SEAS, HRI, LAMR, TPR, EXP, PHM, FHN, FBP, J, SONO,
• Added Positions: HPQ, UGI, HIW, R, MED, EMR, VZ, PG, PFE, MRK, IBM, PYPL, SYF, DKS, VICI, PCH, ABBV, F, CI, FDX, UNM, PINS, WMB, JPM, AVT, LB, FB, PH, DAR, CMCSA, EAT, TGT, VMW, ROKU, OMF, APPS, DOW, HTH, SO, MDU, IRM, IPG, BYD, BECN, AMKR, TEX, OSK, OLN, ATKR, CB,
• Reduced Positions: CVX, T, FITB, MS, AAPL, GS, AES, TSLA, BAC, AMZN, BBY, CSCO, INTC, LOW, CAT, GILD, IP, TMO, MSFT, GOOG, TSN, GOOGL, HD, COF, GM, MRNA, ACN, AMAT, OVV, JNJ, MANH, BRK.B, IDXX, LPX, ORCL, OMI, WFC, EVR, IQV, ABT, ARW, DE, INTU, JBL, NUS, SNX, TXN, UPS, UNH, DIS, V, SEM, AVTR, ADBE, AXP, ABC, ACGL, BLK, BA, BMY, BRKR, BC, CBRE, KO, COST, DHR, DUK, EOG, LLY, EL, NEE, FCX, GE, HRB, HON, LRCX, LSTR, LEN, MCD, MDT, MU, NVDA, NFLX, NKE, OSTK, PEP, PKI, LIN, CRM, SBUX, TTEC, UNP, RTX, ANTM, WHR, MA, OC, TDC, CHTR, HCA, BLMN, AA, UPWK, ABM, AMT, SCHW, COP, HUM, MDLZ, MTZ, PNC, BKNG, SANM, TRV, USB, TMUS, PSX,
• Sold Out: KMB, ITW, NRG, CUBE, FR, MAA, CHRW, ADSK, CDNS, SQ, RJF, KHC, ZG, CRWD, HOLX, MNST, HLI, UTHR, NVST, TRMB, TJX, PACB, TOL, PII, FNF, MOS, VEEV, UFPI, SKYW, TWTR, PWR, IRBT, HI, LNG, AR, TRTN, RF, DY, NSP, REGI, PENN, VTR, SGMS, FIZZ, BJ, TCBI,

For the details of Convergence Investment Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/convergence+investment+partners%2C+llc/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 20,867 shares, 2.43% of the total portfolio. Shares reduced by 4.3%
2. Apple Inc (AAPL) - 38,744 shares, 2.28% of the total portfolio. Shares reduced by 12.24%
3. JPMorgan Chase & Co (JPM) - 27,251 shares, 1.82% of the total portfolio. Shares added by 1.58%
4. Verizon Communications Inc (VZ) - 74,650 shares, 1.80% of the total portfolio. Shares added by 19.29%
5. International Business Machines Corp (IBM) - 24,977 shares, 1.57% of the total portfolio. Shares added by 12.88%

Convergence Investment Partners, LLC initiated holding in The Chemours Co. The purchase prices were between $27.43 and $37.88, with an estimated average price of $33. The stock is now traded at around $30.880000. The impact to a portfolio due to this purchase was 0.73%. The holding were 48,624 shares as of 2021-06-30.

Convergence Investment Partners, LLC initiated holding in ONEOK Inc. The purchase prices were between $50.46 and $57.02, with an estimated average price of $53.19. The stock is now traded at around $50.200000. The impact to a portfolio due to this purchase was 0.72%. The holding were 30,085 shares as of 2021-06-30.

Convergence Investment Partners, LLC initiated holding in General Dynamics Corp. The purchase prices were between $180.83 and $194.82, with an estimated average price of $188.37. The stock is now traded at around $184.090000. The impact to a portfolio due to this purchase was 0.72%. The holding were 8,912 shares as of 2021-06-30.

Convergence Investment Partners, LLC initiated holding in Stag Industrial Inc. The purchase prices were between $33.61 and $39.33, with an estimated average price of $36.37. The stock is now traded at around $39.040000. The impact to a portfolio due to this purchase was 0.72%. The holding were 44,748 shares as of 2021-06-30.

Convergence Investment Partners, LLC initiated holding in LyondellBasell Industries NV. The purchase prices were between $100.35 and $117.86, with an estimated average price of $108.21. The stock is now traded at around $92.290000. The impact to a portfolio due to this purchase was 0.58%. The holding were 13,029 shares as of 2021-06-30.

Convergence Investment Partners, LLC initiated holding in The Trade Desk Inc. The purchase prices were between $48.96 and $79.97, with an estimated average price of $63.87. The stock is now traded at around $70.940000. The impact to a portfolio due to this purchase was 0.39%. The holding were 11,662 shares as of 2021-06-30.

Convergence Investment Partners, LLC added to a holding in HP Inc by 628.52%. The purchase prices were between $28.64 and $35.57, with an estimated average price of $31.92. The stock is now traded at around $27.590000. The impact to a portfolio due to this purchase was 0.73%. The holding were 65,472 shares as of 2021-06-30.

Convergence Investment Partners, LLC added to a holding in UGI Corp by 905.49%. The purchase prices were between $41.01 and $47.88, with an estimated average price of $44.89. The stock is now traded at around $45.020000. The impact to a portfolio due to this purchase was 0.69%. The holding were 38,611 shares as of 2021-06-30.

Convergence Investment Partners, LLC added to a holding in Highwoods Properties Inc by 956.17%. The purchase prices were between $42.87 and $48.62, with an estimated average price of $44.95. The stock is now traded at around $45.860000. The impact to a portfolio due to this purchase was 0.55%. The holding were 31,474 shares as of 2021-06-30.

Convergence Investment Partners, LLC added to a holding in Ryder System Inc by 528.67%. The purchase prices were between $71.77 and $87.22, with an estimated average price of $79.06. The stock is now traded at around $68.940000. The impact to a portfolio due to this purchase was 0.53%. The holding were 19,602 shares as of 2021-06-30.

Convergence Investment Partners, LLC added to a holding in Medifast Inc by 440.06%. The purchase prices were between $211.82 and $332.25, with an estimated average price of $270.27. The stock is now traded at around $262.330000. The impact to a portfolio due to this purchase was 0.51%. The holding were 5,163 shares as of 2021-06-30.

Convergence Investment Partners, LLC added to a holding in Emerson Electric Co by 57.49%. The purchase prices were between $90.22 and $98.61, with an estimated average price of $93.94. The stock is now traded at around $93.810000. The impact to a portfolio due to this purchase was 0.35%. The holding were 22,951 shares as of 2021-06-30.

Convergence Investment Partners, LLC sold out a holding in Kimberly-Clark Corp. The sale prices were between $128.69 and $142.39, with an estimated average price of $133.51.

Convergence Investment Partners, LLC sold out a holding in Illinois Tool Works Inc. The sale prices were between $218.3 and $239.06, with an estimated average price of $228.79.

Convergence Investment Partners, LLC sold out a holding in NRG Energy Inc. The sale prices were between $32.15 and $40.84, with an estimated average price of $36.21.

Convergence Investment Partners, LLC sold out a holding in CubeSmart. The sale prices were between $37.83 and $47.68, with an estimated average price of $42.99.

Convergence Investment Partners, LLC sold out a holding in First Industrial Realty Trust Inc. The sale prices were between $45.79 and $53.91, with an estimated average price of $50.18.

Convergence Investment Partners, LLC sold out a holding in Mid-America Apartment Communities Inc. The sale prices were between $144.36 and $171.59, with an estimated average price of $158.88.