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Birch Hill Investment Advisors LLC Buys United Parcel Service Inc, Bristol-Myers Squibb Company, Union Pacific Corp, Sells CDK Global Inc, Celgene Corp, Berkshire Hathaway Inc

Boston, MA, based Investment company Birch Hill Investment Advisors LLC (Current Portfolio) buys United Parcel Service Inc, Bristol-Myers Squibb Company, Union Pacific Corp, Watts Water Technologies Inc, S&P Global Inc, sells CDK Global Inc, Celgene Corp, Berkshire Hathaway Inc, Carnival Corp, Schlumberger during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Birch Hill Investment Advisors LLC. As of 2019Q4, Birch Hill Investment Advisors LLC owns 147 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

For the details of Birch Hill Investment Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/birch+hill+investment+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of Birch Hill Investment Advisors LLC
  1. Microsoft Corp (MSFT) - 466,986 shares, 4.87% of the total portfolio. Shares reduced by 1.89%
  2. Fiserv Inc (FISV) - 623,465 shares, 4.77% of the total portfolio. Shares reduced by 2.06%
  3. Merck & Co Inc (MRK) - 720,955 shares, 4.33% of the total portfolio. Shares added by 0.81%
  4. Marsh & McLennan Companies Inc (MMC) - 565,347 shares, 4.16% of the total portfolio. Shares reduced by 0.21%
  5. Berkshire Hathaway Inc (BRK.B) - 275,054 shares, 4.12% of the total portfolio. Shares added by 9.69%
New Purchase: Watts Water Technologies Inc (WTS)

Birch Hill Investment Advisors LLC initiated holding in Watts Water Technologies Inc. The purchase prices were between $86.89 and $100.42, with an estimated average price of $95.06. The stock is now traded at around $101.46. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,650 shares as of .

New Purchase: Altria Group Inc (MO)

Birch Hill Investment Advisors LLC initiated holding in Altria Group Inc. The purchase prices were between $40.21 and $51.55, with an estimated average price of $47.35. The stock is now traded at around $51.02. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,800 shares as of .

New Purchase: MSA Safety Inc (MSA)

Birch Hill Investment Advisors LLC initiated holding in MSA Safety Inc. The purchase prices were between $105.25 and $127.39, with an estimated average price of $120.73. The stock is now traded at around $137.00. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,800 shares as of .

New Purchase: iShares Russell 1000 ETF (IWB)

Birch Hill Investment Advisors LLC initiated holding in iShares Russell 1000 ETF. The purchase prices were between $158.94 and $178.97, with an estimated average price of $170.11. The stock is now traded at around $184.11. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,780 shares as of .

New Purchase: Qualcomm Inc (QCOM)

Birch Hill Investment Advisors LLC initiated holding in Qualcomm Inc. The purchase prices were between $72.85 and $94.03, with an estimated average price of $83.89. The stock is now traded at around $95.91. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,400 shares as of .

New Purchase: Agilent Technologies Inc (A)

Birch Hill Investment Advisors LLC initiated holding in Agilent Technologies Inc. The purchase prices were between $72.49 and $85.45, with an estimated average price of $78.92. The stock is now traded at around $90.12. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,548 shares as of .

Added: United Parcel Service Inc (UPS)

Birch Hill Investment Advisors LLC added to a holding in United Parcel Service Inc by 21.89%. The purchase prices were between $112.74 and $124.3, with an estimated average price of $118.44. The stock is now traded at around $118.60. The impact to a portfolio due to this purchase was 0.33%. The holding were 235,606 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

Birch Hill Investment Advisors LLC added to a holding in Bristol-Myers Squibb Company by 417.86%. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $66.72. The impact to a portfolio due to this purchase was 0.16%. The holding were 46,856 shares as of .

Added: Union Pacific Corp (UNP)

Birch Hill Investment Advisors LLC added to a holding in Union Pacific Corp by 22.42%. The purchase prices were between $151.47 and $181.41, with an estimated average price of $171.66. The stock is now traded at around $185.32. The impact to a portfolio due to this purchase was 0.08%. The holding were 34,769 shares as of .

Added: S&P Global Inc (SPGI)

Birch Hill Investment Advisors LLC added to a holding in S&P Global Inc by 50.38%. The purchase prices were between $236.44 and $274.38, with an estimated average price of $260.36. The stock is now traded at around $296.79. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,910 shares as of .

Added: Amphenol Corp (APH)

Birch Hill Investment Advisors LLC added to a holding in Amphenol Corp by 29.77%. The purchase prices were between $93.18 and $108.28, with an estimated average price of $102.31. The stock is now traded at around $109.45. The impact to a portfolio due to this purchase was 0.01%. The holding were 8,130 shares as of .

Sold Out: Celgene Corp (CELG)

Birch Hill Investment Advisors LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: iShares Russell Mid-Cap ETF (IWR)

Birch Hill Investment Advisors LLC sold out a holding in iShares Russell Mid-Cap ETF. The sale prices were between $53.88 and $59.69, with an estimated average price of $57.24.

Sold Out: MetLife Inc (MET)

Birch Hill Investment Advisors LLC sold out a holding in MetLife Inc. The sale prices were between $43.83 and $51.36, with an estimated average price of $48.37.



Here is the complete portfolio of Birch Hill Investment Advisors LLC. Also check out:

1. Birch Hill Investment Advisors LLC's Undervalued Stocks
2. Birch Hill Investment Advisors LLC's Top Growth Companies, and
3. Birch Hill Investment Advisors LLC's High Yield stocks
4. Stocks that Birch Hill Investment Advisors LLC keeps buying

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