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Davis-Rea Ltd. Buys The Home Depot Inc, UnitedHealth Group Inc, Bank of America Corp, Sells Goldman Sachs Group Inc, Algonquin Power & Utilities Corp

January 27, 2020 | About:

Toronto, A6, based Investment company Davis-Rea Ltd. (Current Portfolio) buys The Home Depot Inc, UnitedHealth Group Inc, Bank of America Corp, Citigroup Inc, Baytex Energy Corp, sells Goldman Sachs Group Inc, Algonquin Power & Utilities Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Davis-Rea Ltd.. As of 2019Q4, Davis-Rea Ltd. owns 45 stocks with a total value of $145 million. These are the details of the buys and sells.

For the details of Davis-Rea Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/davis-rea+ltd./current-portfolio/portfolio

These are the top 5 holdings of Davis-Rea Ltd.
  1. The Toronto-Dominion Bank (TD) - 186,903 shares, 7.25% of the total portfolio. Shares reduced by 6.23%
  2. JPMorgan Chase & Co (JPM) - 53,570 shares, 5.15% of the total portfolio. Shares added by 1.30%
  3. Brookfield Asset Management Inc (BAM) - 127,518 shares, 5.09% of the total portfolio. Shares reduced by 3.73%
  4. Brookfield Infrastructure Partners LP (BIP) - 144,452 shares, 4.98% of the total portfolio. Shares added by 3.16%
  5. Stryker Corp (SYK) - 32,782 shares, 4.76% of the total portfolio. Shares added by 0.04%
New Purchase: The Home Depot Inc (HD)

Davis-Rea Ltd. initiated holding in The Home Depot Inc. The purchase prices were between $212 and $238.85, with an estimated average price of $226.26. The stock is now traded at around $232.00. The impact to a portfolio due to this purchase was 1.02%. The holding were 6,761 shares as of .

New Purchase: UnitedHealth Group Inc (UNH)

Davis-Rea Ltd. initiated holding in UnitedHealth Group Inc. The purchase prices were between $215.36 and $295.97, with an estimated average price of $263.11. The stock is now traded at around $292.81. The impact to a portfolio due to this purchase was 0.97%. The holding were 4,800 shares as of .

New Purchase: Vanguard S&P 500 ETF (VOO)

Davis-Rea Ltd. initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $302.03. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,075 shares as of .

Added: Bank of America Corp (BAC)

Davis-Rea Ltd. added to a holding in Bank of America Corp by 71.34%. The purchase prices were between $27.63 and $35.52, with an estimated average price of $32.44. The stock is now traded at around $33.54. The impact to a portfolio due to this purchase was 0.56%. The holding were 55,588 shares as of .

Added: Citigroup Inc (C)

Davis-Rea Ltd. added to a holding in Citigroup Inc by 65.89%. The purchase prices were between $66.26 and $79.89, with an estimated average price of $74.07. The stock is now traded at around $78.42. The impact to a portfolio due to this purchase was 0.55%. The holding were 25,050 shares as of .

Added: Baytex Energy Corp (BTE)

Davis-Rea Ltd. added to a holding in Baytex Energy Corp by 1587.51%. The purchase prices were between $1.02 and $1.47, with an estimated average price of $1.23. The stock is now traded at around $1.17. The impact to a portfolio due to this purchase was 0.3%. The holding were 324,744 shares as of .

Sold Out: Algonquin Power & Utilities Corp (AQN)

Davis-Rea Ltd. sold out a holding in Algonquin Power & Utilities Corp. The sale prices were between $13.33 and $14.34, with an estimated average price of $13.87.



Here is the complete portfolio of Davis-Rea Ltd.. Also check out:

1. Davis-Rea Ltd.'s Undervalued Stocks
2. Davis-Rea Ltd.'s Top Growth Companies, and
3. Davis-Rea Ltd.'s High Yield stocks
4. Stocks that Davis-Rea Ltd. keeps buying

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