Puzo Michael J Buys UnitedHealth Group Inc, EOG Resources Inc, Sells IPG Photonics Corp, Paychex Inc, Wells Fargo

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May 07, 2020
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Boston, MA, based Investment company Puzo Michael J (Current Portfolio) buys UnitedHealth Group Inc, EOG Resources Inc, sells IPG Photonics Corp, Paychex Inc, Wells Fargo, State Street Corporation, Bank of Montreal during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Puzo Michael J. As of 2020Q1, Puzo Michael J owns 65 stocks with a total value of $220 million. These are the details of the buys and sells.

For the details of PUZO MICHAEL J's stock buys and sells, go to https://www.gurufocus.com/guru/puzo+michael+j/current-portfolio/portfolio

These are the top 5 holdings of PUZO MICHAEL J
  1. Apple Inc (AAPL) - 43,734 shares, 5.05% of the total portfolio. Shares reduced by 5.5%
  2. Mastercard Inc (MA) - 39,257 shares, 4.30% of the total portfolio. Shares reduced by 6%
  3. Nestle SA (NSRGY) - 90,536 shares, 4.23% of the total portfolio. Shares reduced by 2.58%
  4. Johnson & Johnson (JNJ) - 67,654 shares, 4.03% of the total portfolio. Shares added by 1.05%
  5. Procter & Gamble Co (PG) - 78,621 shares, 3.93% of the total portfolio. Shares reduced by 1.05%
New Purchase: UnitedHealth Group Inc (UNH)

Puzo Michael J initiated holding in UnitedHealth Group Inc. The purchase prices were between $194.86 and $305.31, with an estimated average price of $276.19. The stock is now traded at around $287.71. The impact to a portfolio due to this purchase was 0.48%. The holding were 4,205 shares as of .

Added: EOG Resources Inc (EOG)

Puzo Michael J added to a holding in EOG Resources Inc by 27.20%. The purchase prices were between $29.76 and $89.29, with an estimated average price of $65.76. The stock is now traded at around $47.71. The impact to a portfolio due to this purchase was 0.05%. The holding were 13,768 shares as of .

Sold Out: IPG Photonics Corp (IPGP)

Puzo Michael J sold out a holding in IPG Photonics Corp. The sale prices were between $105.36 and $149.97, with an estimated average price of $131.37.

Sold Out: Wells Fargo & Co (WFC)

Puzo Michael J sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.

Sold Out: Paychex Inc (PAYX)

Puzo Michael J sold out a holding in Paychex Inc. The sale prices were between $50.39 and $90.23, with an estimated average price of $80.23.

Sold Out: State Street Corporation (STT)

Puzo Michael J sold out a holding in State Street Corporation. The sale prices were between $43.21 and $82.92, with an estimated average price of $69.95.

Sold Out: Bank of Montreal (BMO)

Puzo Michael J sold out a holding in Bank of Montreal. The sale prices were between $38.71 and $79.77, with an estimated average price of $68.26.

Sold Out: Suncor Energy Inc (SU)

Puzo Michael J sold out a holding in Suncor Energy Inc. The sale prices were between $10.45 and $34.48, with an estimated average price of $26.49.



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