Mirova Buys First Solar Inc, Air Products & Chemicals Inc, Waste Management Inc, Sells Microsoft Corp, Mastercard Inc, Thermo Fisher Scientific Inc

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Feb 17, 2020
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Investment company Mirova (Current Portfolio) buys First Solar Inc, Air Products & Chemicals Inc, Waste Management Inc, Canadian National Railway Co, Eli Lilly and Co, sells Microsoft Corp, Mastercard Inc, Thermo Fisher Scientific Inc, Danaher Corp, Visa Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Mirova. As of 2019Q4, Mirova owns 177 stocks with a total value of $287 million. These are the details of the buys and sells.

For the details of MIROVA's stock buys and sells, go to https://www.gurufocus.com/guru/mirova/current-portfolio/portfolio

These are the top 5 holdings of MIROVA
  1. Thermo Fisher Scientific Inc (TMO) - 204,860 shares, 23.16% of the total portfolio. Shares reduced by 44.99%
  2. Ecolab Inc (ECL) - 266,489 shares, 17.90% of the total portfolio. Shares reduced by 39.94%
  3. Danaher Corp (DHR) - 139,984 shares, 7.48% of the total portfolio. Shares reduced by 70.65%
  4. First Solar Inc (FSLR) - 374,615 shares, 7.30% of the total portfolio. Shares added by 176.35%
  5. CGI Inc (GIB) - 247,803 shares, 7.23% of the total portfolio. Shares reduced by 2.06%
New Purchase: Kellogg Co (K)

Mirova initiated holding in Kellogg Co. The purchase prices were between $60.89 and $69.16, with an estimated average price of $64.63. The stock is now traded at around $67.71. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,703 shares as of .

New Purchase: Sunrun Inc (RUN)

Mirova initiated holding in Sunrun Inc. The purchase prices were between $13.19 and $17.51, with an estimated average price of $14.87. The stock is now traded at around $21.42. The impact to a portfolio due to this purchase was 0.07%. The holding were 14,271 shares as of .

New Purchase: KeyCorp (KEY)

Mirova initiated holding in KeyCorp. The purchase prices were between $16.74 and $20.4, with an estimated average price of $18.92. The stock is now traded at around $19.73. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,354 shares as of .

New Purchase: Zions Bancorp NA (ZION)

Mirova initiated holding in Zions Bancorp NA. The purchase prices were between $42.21 and $51.92, with an estimated average price of $48.7. The stock is now traded at around $46.26. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,111 shares as of .

New Purchase: People's United Financial Inc (PBCT)

Mirova initiated holding in People's United Financial Inc. The purchase prices were between $14.92 and $17.19, with an estimated average price of $16.42. The stock is now traded at around $16.25. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,906 shares as of .

New Purchase: W.W. Grainger Inc (GWW)

Mirova initiated holding in W.W. Grainger Inc. The purchase prices were between $282.19 and $338.91, with an estimated average price of $318.17. The stock is now traded at around $307.65. The impact to a portfolio due to this purchase was 0.02%. The holding were 167 shares as of .

Added: First Solar Inc (FSLR)

Mirova added to a holding in First Solar Inc by 176.35%. The purchase prices were between $51.79 and $59.32, with an estimated average price of $54.96. The stock is now traded at around $55.26. The impact to a portfolio due to this purchase was 4.66%. The holding were 374,615 shares as of .

Added: Waste Management Inc (WM)

Mirova added to a holding in Waste Management Inc by 442.57%. The purchase prices were between $108.31 and $117.44, with an estimated average price of $112.89. The stock is now traded at around $125.75. The impact to a portfolio due to this purchase was 0.29%. The holding were 8,833 shares as of .

Added: Air Products & Chemicals Inc (APD)

Mirova added to a holding in Air Products & Chemicals Inc by 262.06%. The purchase prices were between $206.97 and $241.31, with an estimated average price of $226.12. The stock is now traded at around $256.01. The impact to a portfolio due to this purchase was 0.29%. The holding were 4,877 shares as of .

Added: Eli Lilly and Co (LLY)

Mirova added to a holding in Eli Lilly and Co by 215.02%. The purchase prices were between $106.92 and $132.43, with an estimated average price of $116.25. The stock is now traded at around $141.12. The impact to a portfolio due to this purchase was 0.25%. The holding were 7,825 shares as of .

Added: Tiffany & Co (TIF)

Mirova added to a holding in Tiffany & Co by 322.57%. The purchase prices were between $86.63 and $133.8, with an estimated average price of $119.09. The stock is now traded at around $134.27. The impact to a portfolio due to this purchase was 0.25%. The holding were 7,040 shares as of .

Added: Canadian National Railway Co (CNI)

Mirova added to a holding in Canadian National Railway Co by 416.59%. The purchase prices were between $83.78 and $94.81, with an estimated average price of $89.97. The stock is now traded at around $93.93. The impact to a portfolio due to this purchase was 0.25%. The holding were 9,748 shares as of .

Sold Out: Amazon.com Inc (AMZN)

Mirova sold out a holding in Amazon.com Inc. The sale prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74.

Sold Out: Church & Dwight Co Inc (CHD)

Mirova sold out a holding in Church & Dwight Co Inc. The sale prices were between $67.05 and $76.05, with an estimated average price of $70.94.

Sold Out: A.O. Smith Corp (AOS)

Mirova sold out a holding in A.O. Smith Corp. The sale prices were between $45 and $52.08, with an estimated average price of $48.49.

Sold Out: Trimble Inc (TRMB)

Mirova sold out a holding in Trimble Inc. The sale prices were between $37.19 and $42.31, with an estimated average price of $39.87.

Sold Out: Acuity Brands Inc (AYI)

Mirova sold out a holding in Acuity Brands Inc. The sale prices were between $114.97 and $138.16, with an estimated average price of $128.74.

Sold Out: JB Hunt Transport Services Inc (JBHT)

Mirova sold out a holding in JB Hunt Transport Services Inc. The sale prices were between $105.99 and $120.66, with an estimated average price of $115.03.



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