For the details of Lubar & Co., Inc's stock buys and sells, go to https://www.gurufocus.com/guru/lubar+%26+co.%2C+inc/current-portfolio/portfolio
These are the top 5 holdings of Lubar & Co., Inc- First Trust Enhanced Short Maturity ETF (FTSM) - 225,611 shares, 38.52% of the total portfolio. Shares reduced by 63.02%
- Star Group LP (SGU) - 1,254,662 shares, 27.94% of the total portfolio.
- Bank of Montreal (BMO) - 78,718 shares, 11.44% of the total portfolio.
- Hallador Energy Co (HNRG) - 2,788,685 shares, 7.65% of the total portfolio.
- iShares Edge MSCI Min Vol USA (USMV) - 31,327 shares, 4.89% of the total portfolio.
Lubar & Co., Inc initiated holding in Rockwell Automation Inc. The purchase prices were between $120.68 and $209.37, with an estimated average price of $186.15. The stock is now traded at around $164.63. The impact to a portfolio due to this purchase was 1.28%. The holding were 2,940 shares as of .
New Purchase: WEC Energy Group Inc (WEC)Lubar & Co., Inc initiated holding in WEC Energy Group Inc. The purchase prices were between $70.89 and $104.72, with an estimated average price of $96.21. The stock is now traded at around $94.07. The impact to a portfolio due to this purchase was 1.27%. The holding were 4,990 shares as of .
New Purchase: Johnson Controls International PLC (JCI)Lubar & Co., Inc initiated holding in Johnson Controls International PLC. The purchase prices were between $23.5 and $42.45, with an estimated average price of $37.44. The stock is now traded at around $27.65. The impact to a portfolio due to this purchase was 0.9%. The holding were 11,500 shares as of .
New Purchase: Goldman Sachs Group Inc (GS)Lubar & Co., Inc initiated holding in Goldman Sachs Group Inc. The purchase prices were between $134.97 and $249.72, with an estimated average price of $213.5. The stock is now traded at around $174.21. The impact to a portfolio due to this purchase was 0.85%. The holding were 1,900 shares as of .
New Purchase: Fiserv Inc (FISV)Lubar & Co., Inc initiated holding in Fiserv Inc. The purchase prices were between $77 and $123.89, with an estimated average price of $111.47. The stock is now traded at around $92.29. The impact to a portfolio due to this purchase was 0.85%. The holding were 3,100 shares as of .
Sold Out: iShares Core S&P Mid-Cap (IJH)Lubar & Co., Inc sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $121.03 and $209.33, with an estimated average price of $184.86.
Sold Out: Vanguard Mid-Cap Value (VOE)Lubar & Co., Inc sold out a holding in Vanguard Mid-Cap Value. The sale prices were between $68.69 and $121.9, with an estimated average price of $108.87.
Sold Out: iShares Russell 2000 Value (IWN)Lubar & Co., Inc sold out a holding in iShares Russell 2000 Value. The sale prices were between $71.38 and $128.75, with an estimated average price of $111.58.
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