- New Purchases: K, RUN, ZION, KEY, GWW, FAST, PBCT, HBAN, FOXA, KSU, MGM, SPGI, MCO, MSI, NTAP, NSC, NTRS, OMC, SBUX, TJX, TTWO, TGT, UPS, XRX, MSCI, HCA, HPE, ESS, CI, CCI, BLL, AVB, ADSK, EQIX, EQR, AMAT, VIAC, FISV, GE, CBRE, BIIB, BDX, VRTX, WDC, AMD, WY, NAVI, IVZ, AMG, BHF, HST, BXP, BSX, STT, PSA, CTSH, DLR, EW, EA, LM, KR, BEN, IPG, ILMN, HSY,
- Added Positions: FSLR, APD, WM, LLY, TIF, CNI, UNP, IBM, PG, CRM, SYK, IP, LULU, WDAY, AAPL, CL, UNH, GM, NFLX, DIS, NKE, CSCO, FTCH, C, HD, CRTO, PFE, T, VZ, MRK, INTC, PH, PRU, BMY, BLK, WELL, MCD, HUM, AMGN, ENB, SYY, TXN, SPG, BF.B, RY, PYPL, BKNG, MDLZ, BNS, CFG, MET, BEP, TD, ANTM, CVS, CAT, WBA, ICE, ABBV, AGNC, DE, LNC, EV, HIG, NEM, HPQ, MAR, LOW, AFL, SCHW, LSXMA, ALL, SPLK, BK, CME, VFC, PGR, CLX, LB, KMB,
- Reduced Positions: MSFT, MA, TMO, DHR, V, ECL, ROP, GOOGL, AWK, NEE, TSM, EBAY, ADBE, GILD, SBNY, EL, ORCL, WTS, IFF, NVDA, XYL, HXL, PEGI, ISRG, BFAM, GOOG, ORA, WTRG, GIB,
- Sold Out: AMZN, CHD, AOS, TRMB, AYI, JBHT, CP, VNE, CCL, CELG, NVO, QCOM, ASML, PUK, UN, TAK,
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- Thermo Fisher Scientific Inc (TMO) - 204,860 shares, 23.16% of the total portfolio. Shares reduced by 44.99%
- Ecolab Inc (ECL) - 266,489 shares, 17.90% of the total portfolio. Shares reduced by 39.94%
- Danaher Corp (DHR) - 139,984 shares, 7.48% of the total portfolio. Shares reduced by 70.65%
- First Solar Inc (FSLR) - 374,615 shares, 7.30% of the total portfolio. Shares added by 176.35%
- CGI Inc (GIB) - 247,803 shares, 7.23% of the total portfolio. Shares reduced by 2.06%
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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