Wedge Capital Management L L P Buys Citrix Systems Inc, Jack Henry & Associates Inc, Booz Allen Hamilton Holding Corp, Sells Tempur Sealy International Inc, Tyson Foods Inc, US Foods Holding Corp

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Jul 10, 2020
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Investment company Wedge Capital Management L L P (Current Portfolio) buys Citrix Systems Inc, Jack Henry & Associates Inc, Booz Allen Hamilton Holding Corp, Amdocs, Lockheed Martin Corp, sells Tempur Sealy International Inc, Tyson Foods Inc, US Foods Holding Corp, Huntington Ingalls Industries Inc, Lam Research Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Wedge Capital Management L L P. As of 2020Q2, Wedge Capital Management L L P owns 512 stocks with a total value of $7.3 billion. These are the details of the buys and sells.

For the details of WEDGE CAPITAL MANAGEMENT L L P's stock buys and sells, go to https://www.gurufocus.com/guru/wedge+capital+management+l+l+p/current-portfolio/portfolio

These are the top 5 holdings of WEDGE CAPITAL MANAGEMENT L L P
  1. Ally Financial Inc (ALLY) - 6,606,617 shares, 1.80% of the total portfolio. Shares added by 11.61%
  2. Aaron's Inc (AAN) - 2,296,444 shares, 1.43% of the total portfolio. Shares added by 9.32%
  3. Dover Corp (DOV) - 1,027,243 shares, 1.36% of the total portfolio. Shares added by 8.36%
  4. Adtalem Global Education Inc (ATGE) - 3,139,070 shares, 1.34% of the total portfolio. Shares added by 9.79%
  5. Packaging Corp of America (PKG) - 928,899 shares, 1.27% of the total portfolio. Shares added by 9.89%
New Purchase: Booz Allen Hamilton Holding Corp (BAH)

Wedge Capital Management L L P initiated holding in Booz Allen Hamilton Holding Corp. The purchase prices were between $68.64 and $81.75, with an estimated average price of $75.49. The stock is now traded at around $75.05. The impact to a portfolio due to this purchase was 0.74%. The holding were 694,085 shares as of .

New Purchase: Lockheed Martin Corp (LMT)

Wedge Capital Management L L P initiated holding in Lockheed Martin Corp. The purchase prices were between $338.52 and $414.3, with an estimated average price of $376.89. The stock is now traded at around $347.79. The impact to a portfolio due to this purchase was 0.69%. The holding were 136,886 shares as of .

New Purchase: The Kraft Heinz Co (KHC)

Wedge Capital Management L L P initiated holding in The Kraft Heinz Co. The purchase prices were between $23.68 and $33.97, with an estimated average price of $29.92. The stock is now traded at around $32.15. The impact to a portfolio due to this purchase was 0.48%. The holding were 1,088,606 shares as of .

New Purchase: eBay Inc (EBAY)

Wedge Capital Management L L P initiated holding in eBay Inc. The purchase prices were between $28.78 and $52.45, with an estimated average price of $41.98. The stock is now traded at around $59.43. The impact to a portfolio due to this purchase was 0.48%. The holding were 669,389 shares as of .

New Purchase: United Therapeutics Corp (UTHR)

Wedge Capital Management L L P initiated holding in United Therapeutics Corp. The purchase prices were between $92.74 and $125.82, with an estimated average price of $112.07. The stock is now traded at around $117.01. The impact to a portfolio due to this purchase was 0.48%. The holding were 286,855 shares as of .

New Purchase: Gilead Sciences Inc (GILD)

Wedge Capital Management L L P initiated holding in Gilead Sciences Inc. The purchase prices were between $72.34 and $84, with an estimated average price of $76.51. The stock is now traded at around $76.44. The impact to a portfolio due to this purchase was 0.47%. The holding were 445,930 shares as of .

Added: Citrix Systems Inc (CTXS)

Wedge Capital Management L L P added to a holding in Citrix Systems Inc by 15228.34%. The purchase prices were between $136.73 and $154.02, with an estimated average price of $143.66. The stock is now traded at around $152.40. The impact to a portfolio due to this purchase was 0.81%. The holding were 401,909 shares as of .

Added: Jack Henry & Associates Inc (JKHY)

Wedge Capital Management L L P added to a holding in Jack Henry & Associates Inc by 17002.61%. The purchase prices were between $147.08 and $190.91, with an estimated average price of $174.14. The stock is now traded at around $181.33. The impact to a portfolio due to this purchase was 0.8%. The holding were 315,030 shares as of .

Added: Amdocs Ltd (DOX)

Wedge Capital Management L L P added to a holding in Amdocs Ltd by 16904.13%. The purchase prices were between $53.38 and $65.93, with an estimated average price of $61.64. The stock is now traded at around $58.86. The impact to a portfolio due to this purchase was 0.71%. The holding were 844,595 shares as of .

Added: Amgen Inc (AMGN)

Wedge Capital Management L L P added to a holding in Amgen Inc by 12542.16%. The purchase prices were between $197.81 and $242.74, with an estimated average price of $227.6. The stock is now traded at around $248.99. The impact to a portfolio due to this purchase was 0.46%. The holding were 142,730 shares as of .

Added: Encompass Health Corp (EHC)

Wedge Capital Management L L P added to a holding in Encompass Health Corp by 298.69%. The purchase prices were between $59.31 and $74.97, with an estimated average price of $67.91. The stock is now traded at around $61.10. The impact to a portfolio due to this purchase was 0.43%. The holding were 670,279 shares as of .

Added: Stag Industrial Inc (STAG)

Wedge Capital Management L L P added to a holding in Stag Industrial Inc by 69.77%. The purchase prices were between $21.44 and $30.1, with an estimated average price of $26.26. The stock is now traded at around $28.65. The impact to a portfolio due to this purchase was 0.38%. The holding were 2,318,801 shares as of .

Sold Out: Tempur Sealy International Inc (TPX)

Wedge Capital Management L L P sold out a holding in Tempur Sealy International Inc. The sale prices were between $34.13 and $75.14, with an estimated average price of $57.07.

Sold Out: Tyson Foods Inc (TSN)

Wedge Capital Management L L P sold out a holding in Tyson Foods Inc. The sale prices were between $53.82 and $68.67, with an estimated average price of $60.55.

Sold Out: Huntington Ingalls Industries Inc (HII)

Wedge Capital Management L L P sold out a holding in Huntington Ingalls Industries Inc. The sale prices were between $167.22 and $206.02, with an estimated average price of $185.75.

Sold Out: Burlington Stores Inc (BURL)

Wedge Capital Management L L P sold out a holding in Burlington Stores Inc. The sale prices were between $140.56 and $216.99, with an estimated average price of $187.94.

Sold Out: Lam Research Corp (LRCX)

Wedge Capital Management L L P sold out a holding in Lam Research Corp. The sale prices were between $218.15 and $323.46, with an estimated average price of $271.81.

Sold Out: Skyworks Solutions Inc (SWKS)

Wedge Capital Management L L P sold out a holding in Skyworks Solutions Inc. The sale prices were between $80.3 and $136.16, with an estimated average price of $110.23.



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