H2o Am Llp Buys Alphabet Inc, Apple Inc, Amgen Inc, Sells General Motors Co, Oracle Corp, JPMorgan Chase

Investment company H2o Am Llp (Current Portfolio) buys Alphabet Inc, Apple Inc, Amgen Inc, Netflix Inc, Emerson Electric Co, sells General Motors Co, Oracle Corp, JPMorgan Chase, Verizon Communications Inc, Nucor Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, H2o Am Llp. As of 2019Q2, H2o Am Llp owns 62 stocks with a total value of $754 million. These are the details of the buys and sells.

For the details of H2O AM LLP's stock buys and sells, go to https://www.gurufocus.com/guru/h2o+am+llp/current-portfolio/portfolioportfolio

These are the top 5 holdings of H2O AM LLP
  1. Alphabet Inc (GOOGL) - 52,826 shares, 7.63% of the total portfolio. Shares added by 135.44%
  2. Oracle Corp (ORCL) - 780,394 shares, 5.92% of the total portfolio. Shares reduced by 41.68%
  3. Verizon Communications Inc (VZ) - 688,055 shares, 5.23% of the total portfolio. Shares reduced by 26.7%
  4. Prudential Financial Inc (PRU) - 361,929 shares, 4.84% of the total portfolio. Shares reduced by 20.66%
  5. AT&T Inc (T) - 1,048,966 shares, 4.70% of the total portfolio. Shares reduced by 26.44%
New Purchase: Apple Inc (AAPL)

H2o Am Llp initiated holding in Apple Inc. The purchase prices were between $173.3 and $211.75, with an estimated average price of $194.79. The stock is now traded at around $208.97. The impact to a portfolio due to this purchase was 3.18%. The holding were 107,672 shares as of .

New Purchase: Amgen Inc (AMGN)

H2o Am Llp initiated holding in Amgen Inc. The purchase prices were between $166.7 and $195.41, with an estimated average price of $178.91. The stock is now traded at around $206.12. The impact to a portfolio due to this purchase was 2.51%. The holding were 92,087 shares as of .

New Purchase: Coty Inc (COTY)

H2o Am Llp initiated holding in Coty Inc. The purchase prices were between $10.82 and $13.73, with an estimated average price of $12.29. The stock is now traded at around $9.67. The impact to a portfolio due to this purchase was 0.62%. The holding were 545,199 shares as of .

New Purchase: Monster Beverage Corp (MNST)

H2o Am Llp initiated holding in Monster Beverage Corp. The purchase prices were between $52.59 and $65.92, with an estimated average price of $60.23. The stock is now traded at around $58.04. The impact to a portfolio due to this purchase was 0.25%. The holding were 29,616 shares as of .

New Purchase: Bank of New York Mellon Corp (BK)

H2o Am Llp initiated holding in Bank of New York Mellon Corp. The purchase prices were between $42.69 and $53.44, with an estimated average price of $46.99. The stock is now traded at around $43.67. The impact to a portfolio due to this purchase was 0.08%. The holding were 15,635 shares as of .

New Purchase: Akorn Inc (AKRX)

H2o Am Llp initiated holding in Akorn Inc. The purchase prices were between $2.7 and $5.15, with an estimated average price of $3.83. The stock is now traded at around $2.81. The impact to a portfolio due to this purchase was 0.07%. The holding were 96,052 shares as of .

Added: Alphabet Inc (GOOGL)

H2o Am Llp added to a holding in Alphabet Inc by 135.44%. The purchase prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78. The stock is now traded at around $1196.73. The impact to a portfolio due to this purchase was 4.39%. The holding were 52,826 shares as of .

Added: Netflix Inc (NFLX)

H2o Am Llp added to a holding in Netflix Inc by 74.78%. The purchase prices were between $336.63 and $385.03, with an estimated average price of $360.67. The stock is now traded at around $312.28. The impact to a portfolio due to this purchase was 1.2%. The holding were 57,205 shares as of .

Added: Emerson Electric Co (EMR)

H2o Am Llp added to a holding in Emerson Electric Co by 58.23%. The purchase prices were between $60.24 and $73.16, with an estimated average price of $67.01. The stock is now traded at around $59.19. The impact to a portfolio due to this purchase was 1.07%. The holding were 348,979 shares as of .

Added: Akamai Technologies Inc (AKAM)

H2o Am Llp added to a holding in Akamai Technologies Inc by 158.88%. The purchase prices were between $72.73 and $81.04, with an estimated average price of $77.32. The stock is now traded at around $89.37. The impact to a portfolio due to this purchase was 0.63%. The holding were 95,526 shares as of .

Added: Whirlpool Corp (WHR)

H2o Am Llp added to a holding in Whirlpool Corp by 217.03%. The purchase prices were between $114.88 and $142.46, with an estimated average price of $134.04. The stock is now traded at around $135.70. The impact to a portfolio due to this purchase was 0.62%. The holding were 97,963 shares as of .

Added: Regeneron Pharmaceuticals Inc (REGN)

H2o Am Llp added to a holding in Regeneron Pharmaceuticals Inc by 32.03%. The purchase prices were between $299.6 and $414.82, with an estimated average price of $332.61. The stock is now traded at around $304.86. The impact to a portfolio due to this purchase was 0.52%. The holding were 51,863 shares as of .

Sold Out: JPMorgan Chase & Co (JPM)

H2o Am Llp sold out a holding in JPMorgan Chase & Co. The sale prices were between $104.64 and $116.12, with an estimated average price of $110.3.

Sold Out: Nucor Corp (NUE)

H2o Am Llp sold out a holding in Nucor Corp. The sale prices were between $48 and $60.7, with an estimated average price of $54.93.

Sold Out: Steel Dynamics Inc (STLD)

H2o Am Llp sold out a holding in Steel Dynamics Inc. The sale prices were between $25.15 and $35.84, with an estimated average price of $30.59.

Sold Out: United States Steel Corp (X)

H2o Am Llp sold out a holding in United States Steel Corp. The sale prices were between $11.82 and $20.15, with an estimated average price of $15.4.

Sold Out: Intel Corp (INTC)

H2o Am Llp sold out a holding in Intel Corp. The sale prices were between $43.46 and $58.82, with an estimated average price of $49.65.

Sold Out: United Therapeutics Corp (UTHR)

H2o Am Llp sold out a holding in United Therapeutics Corp. The sale prices were between $76.06 and $120.81, with an estimated average price of $93.52.



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