Excalibur Management Corp Buys Apple Inc, Independent Bank Corp, AvalonBay Communities Inc, Sells Gilead Sciences Inc, BP PLC

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Feb 04, 2020
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Newton, MA, based Investment company Excalibur Management Corp (Current Portfolio) buys Apple Inc, Independent Bank Corp, AvalonBay Communities Inc, Union Pacific Corp, Intel Corp, sells Gilead Sciences Inc, BP PLC during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Excalibur Management Corp. As of 2019Q4, Excalibur Management Corp owns 110 stocks with a total value of $153 million. These are the details of the buys and sells.

For the details of EXCALIBUR MANAGEMENT CORP's stock buys and sells, go to https://www.gurufocus.com/guru/excalibur+management+corp/current-portfolio/portfolio

These are the top 5 holdings of EXCALIBUR MANAGEMENT CORP
  1. Carlisle Companies Inc (CSL) - 82,607 shares, 8.74% of the total portfolio. Shares reduced by 0.91%
  2. AT&T Inc (T) - 213,835 shares, 5.46% of the total portfolio. Shares added by 5.49%
  3. Apple Inc (AAPL) - 22,549 shares, 4.33% of the total portfolio. Shares added by 33.05%
  4. Verizon Communications Inc (VZ) - 105,958 shares, 4.25% of the total portfolio. Shares added by 11.13%
  5. Microsoft Corp (MSFT) - 40,468 shares, 4.17% of the total portfolio. Shares added by 17.56%
New Purchase: AvalonBay Communities Inc (AVB)

Excalibur Management Corp initiated holding in AvalonBay Communities Inc. The purchase prices were between $206.64 and $222.04, with an estimated average price of $214.15. The stock is now traded at around $216.69. The impact to a portfolio due to this purchase was 0.61%. The holding were 4,455 shares as of .

New Purchase: Union Pacific Corp (UNP)

Excalibur Management Corp initiated holding in Union Pacific Corp. 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 $180.29. The impact to a portfolio due to this purchase was 0.57%. The holding were 4,795 shares as of .

New Purchase: Target Corp (TGT)

Excalibur Management Corp initiated holding in Target Corp. The purchase prices were between $105.16 and $129.21, with an estimated average price of $117.84. The stock is now traded at around $112.51. The impact to a portfolio due to this purchase was 0.43%. The holding were 5,160 shares as of .

New Purchase: Duke Energy Corp (DUK)

Excalibur Management Corp initiated holding in Duke Energy Corp. The purchase prices were between $86.66 and $97.17, with an estimated average price of $91.54. The stock is now traded at around $97.67. The impact to a portfolio due to this purchase was 0.42%. The holding were 6,957 shares as of .

New Purchase: Norfolk Southern Corp (NSC)

Excalibur Management Corp initiated holding in Norfolk Southern Corp. The purchase prices were between $166.74 and $196.95, with an estimated average price of $187.99. The stock is now traded at around $206.99. The impact to a portfolio due to this purchase was 0.39%. The holding were 3,070 shares as of .

New Purchase: Raytheon Co (RTN)

Excalibur Management Corp initiated holding in Raytheon Co. The purchase prices were between $191.28 and $221.02, with an estimated average price of $211.93. The stock is now traded at around $218.87. The impact to a portfolio due to this purchase was 0.37%. The holding were 2,573 shares as of .

Added: Apple Inc (AAPL)

Excalibur Management Corp added to a holding in Apple Inc by 33.05%. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $308.66. The impact to a portfolio due to this purchase was 1.08%. The holding were 22,549 shares as of .

Added: Independent Bank Corp (INDB)

Excalibur Management Corp added to a holding in Independent Bank Corp by 57.55%. The purchase prices were between $70.39 and $86.35, with an estimated average price of $81.96. The stock is now traded at around $73.09. The impact to a portfolio due to this purchase was 0.62%. The holding were 31,065 shares as of .

Added: Intel Corp (INTC)

Excalibur Management Corp added to a holding in Intel Corp by 39.76%. The purchase prices were between $49.39 and $60.08, with an estimated average price of $56.13. The stock is now traded at around $64.42. The impact to a portfolio due to this purchase was 0.48%. The holding were 42,675 shares as of .

Added: United Technologies Corp (UTX)

Excalibur Management Corp added to a holding in United Technologies Corp by 40.82%. The purchase prices were between $130.47 and $150.71, with an estimated average price of $144.46. The stock is now traded at around $149.95. The impact to a portfolio due to this purchase was 0.43%. The holding were 15,179 shares as of .

Added: The Home Depot Inc (HD)

Excalibur Management Corp added to a holding in The Home Depot Inc by 87.77%. The purchase prices were between $212 and $238.85, with an estimated average price of $226.26. The stock is now traded at around $231.54. The impact to a portfolio due to this purchase was 0.39%. The holding were 5,909 shares as of .

Added: International Business Machines Corp (IBM)

Excalibur Management Corp added to a holding in International Business Machines Corp by 46.10%. The purchase prices were between $131.91 and $143, with an estimated average price of $135.78. The stock is now traded at around $146.27. The impact to a portfolio due to this purchase was 0.36%. The holding were 13,175 shares as of .

Sold Out: BP PLC (BP)

Excalibur Management Corp sold out a holding in BP PLC. The sale prices were between $36.37 and $39.83, with an estimated average price of $37.97.



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