- New Purchases: VDE, GOOGL, AMZN, MRK, XLF, PGR, BAC, IBM, VIG, ATRS, SCHA, XLU, TEVA, ESRT,
- Added Positions: ULTA, WBA, BCO, SBUX, CRI, CDW, UNVR, CVET, DKS, VIAC, ABBV, ABT, AAPL, PNR, WFC, DIS,
- Reduced Positions: HSIC, SRC, CSWC, JCI, HBB, THS, AAP, BKR, SPAR, TRN, SFE, CSWI, MSFT, AGCO, MSI, CMCSA, QRTEA, BRK.B, RL, AHC, PG, MMM, CBOE, JPM, CKX,
- Sold Out: SCHL, SRCL, STAY, SLB, HHC, XOM, GAM, NC, HWC, T, TSLA, ZBRA, GCVRZ,
For the details of Zuckerman Investment Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/zuckerman+investment+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Zuckerman Investment Group, LLC- Berkshire Hathaway Inc (BRK.B) - 99,483 shares, 5.89% of the total portfolio. Shares reduced by 1.71%
- Walgreens Boots Alliance Inc (WBA) - 346,755 shares, 5.14% of the total portfolio. Shares added by 56.13%
- Spartan Motors Inc (SPAR) - 1,153,546 shares, 4.83% of the total portfolio. Shares reduced by 6.29%
- Comcast Corp (CMCSA) - 393,142 shares, 4.38% of the total portfolio. Shares reduced by 2.23%
- Covetrus Inc (CVET) - 1,614,821 shares, 4.26% of the total portfolio. Shares added by 20.93%
Zuckerman Investment Group, LLC initiated holding in Vanguard Energy. The purchase prices were between $31.29 and $82.78, with an estimated average price of $64.6. The stock is now traded at around $47.95. The impact to a portfolio due to this purchase was 1.34%. The holding were 108,450 shares as of .
New Purchase: Alphabet Inc (GOOGL)Zuckerman Investment Group, LLC initiated holding in Alphabet Inc. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1364.81. The impact to a portfolio due to this purchase was 1.21%. The holding were 3,212 shares as of .
New Purchase: Amazon.com Inc (AMZN)Zuckerman Investment Group, LLC initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2383.54. The impact to a portfolio due to this purchase was 1.2%. The holding were 1,907 shares as of .
New Purchase: Merck & Co Inc (MRK)Zuckerman Investment Group, LLC initiated holding in Merck & Co Inc. The purchase prices were between $66.4 and $92.04, with an estimated average price of $82.63. The stock is now traded at around $79.38. The impact to a portfolio due to this purchase was 1.18%. The holding were 47,257 shares as of .
New Purchase: SPDR Select Sector Fund - Financial (XLF)Zuckerman Investment Group, LLC initiated holding in SPDR Select Sector Fund - Financial. The purchase prices were between $17.66 and $31.17, with an estimated average price of $27.83. The stock is now traded at around $21.01. The impact to a portfolio due to this purchase was 1.1%. The holding were 163,540 shares as of .
New Purchase: Progressive Corp (PGR)Zuckerman Investment Group, LLC initiated holding in Progressive Corp. The purchase prices were between $66.55 and $83.86, with an estimated average price of $77.1. The stock is now traded at around $75.82. The impact to a portfolio due to this purchase was 1.04%. The holding were 43,375 shares as of .
Added: Ulta Beauty Inc (ULTA)Zuckerman Investment Group, LLC added to a holding in Ulta Beauty Inc by 104.24%. The purchase prices were between $128.52 and $301.34, with an estimated average price of $250.45. The stock is now traded at around $204.65. The impact to a portfolio due to this purchase was 2.02%. The holding were 69,433 shares as of .
Added: Walgreens Boots Alliance Inc (WBA)Zuckerman Investment Group, LLC added to a holding in Walgreens Boots Alliance Inc by 56.13%. The purchase prices were between $41.02 and $59.59, with an estimated average price of $50.97. The stock is now traded at around $38.01. The impact to a portfolio due to this purchase was 1.85%. The holding were 346,755 shares as of .
Added: The Brink's Co (BCO)Zuckerman Investment Group, LLC added to a holding in The Brink's Co by 64.54%. The purchase prices were between $41.8 and $96.35, with an estimated average price of $78.68. The stock is now traded at around $37.74. The impact to a portfolio due to this purchase was 1.65%. The holding were 248,916 shares as of .
Added: Starbucks Corp (SBUX)Zuckerman Investment Group, LLC added to a holding in Starbucks Corp by 1247.30%. The purchase prices were between $56.33 and $93.75, with an estimated average price of $81.31. The stock is now traded at around $74.03. The impact to a portfolio due to this purchase was 1.41%. The holding were 71,205 shares as of .
Added: Carter's Inc (CRI)Zuckerman Investment Group, LLC added to a holding in Carter's Inc by 94.40%. The purchase prices were between $64.12 and $111.53, with an estimated average price of $96.88. The stock is now traded at around $75.51. The impact to a portfolio due to this purchase was 1.39%. The holding were 134,270 shares as of .
Added: CDW Corp (CDW)Zuckerman Investment Group, LLC added to a holding in CDW Corp by 75.15%. The purchase prices were between $79.56 and $144.6, with an estimated average price of $123.24. The stock is now traded at around $97.91. The impact to a portfolio due to this purchase was 0.85%. The holding were 65,214 shares as of .
Sold Out: Scholastic Corp (SCHL)Zuckerman Investment Group, LLC sold out a holding in Scholastic Corp. The sale prices were between $21.26 and $38.45, with an estimated average price of $32.66.
Sold Out: Stericycle Inc (SRCL)Zuckerman Investment Group, LLC sold out a holding in Stericycle Inc. The sale prices were between $40.69 and $65.78, with an estimated average price of $59.13.
Sold Out: Extended Stay America Inc (STAY)Zuckerman Investment Group, LLC sold out a holding in Extended Stay America Inc. The sale prices were between $6.15 and $14.95, with an estimated average price of $11.61.
Sold Out: Schlumberger Ltd (SLB)Zuckerman Investment Group, LLC sold out a holding in Schlumberger Ltd. The sale prices were between $12.05 and $40.82, with an estimated average price of $29.34.
Sold Out: The Howard Hughes Corp (HHC)Zuckerman Investment Group, LLC sold out a holding in The Howard Hughes Corp. The sale prices were between $37.44 and $129.35, with an estimated average price of $106.1.
Sold Out: Exxon Mobil Corp (XOM)Zuckerman Investment Group, LLC sold out a holding in Exxon Mobil Corp. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73.
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