1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Meritage Portfolio Management Buys Best Buy Co Inc, KLA Corp, Tempur Sealy International Inc, Sells O'Reilly Automotive Inc, Facebook Inc, Zebra Technologies Corp

Overland Park, KS, based Investment company Meritage Portfolio Management (Current Portfolio) buys Best Buy Co Inc, KLA Corp, Tempur Sealy International Inc, Fortinet Inc, Rockwell Automation Inc, sells O'Reilly Automotive Inc, Facebook Inc, Zebra Technologies Corp, Gilead Sciences Inc, Biogen Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Meritage Portfolio Management. As of 2020Q2, Meritage Portfolio Management owns 209 stocks with a total value of $1 billion. These are the details of the buys and sells.

For the details of MERITAGE PORTFOLIO MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/meritage+portfolio+management/current-portfolio/portfolio

These are the top 5 holdings of MERITAGE PORTFOLIO MANAGEMENT
  1. Apple Inc (AAPL) - 171,621 shares, 6.02% of the total portfolio. Shares added by 2.77%
  2. Microsoft Corp (MSFT) - 280,234 shares, 5.48% of the total portfolio. Shares added by 2.88%
  3. Amazon.com Inc (AMZN) - 16,479 shares, 4.37% of the total portfolio. Shares added by 3.75%
  4. Alphabet Inc (GOOGL) - 28,095 shares, 3.83% of the total portfolio. Shares added by 3.92%
  5. Best Buy Co Inc (BBY) - 229,718 shares, 1.93% of the total portfolio. New Position
New Purchase: Best Buy Co Inc (BBY)

Meritage Portfolio Management initiated holding in Best Buy Co Inc. The purchase prices were between $52.76 and $87.27, with an estimated average price of $75.4. The stock is now traded at around $97.35. The impact to a portfolio due to this purchase was 1.93%. The holding were 229,718 shares as of .

New Purchase: KLA Corp (KLAC)

Meritage Portfolio Management initiated holding in KLA Corp. The purchase prices were between $127.94 and $194.48, with an estimated average price of $170.25. The stock is now traded at around $196.47. The impact to a portfolio due to this purchase was 1.29%. The holding were 68,802 shares as of .

New Purchase: Tempur Sealy International Inc (TPX)

Meritage Portfolio Management initiated holding in Tempur Sealy International Inc. The purchase prices were between $34.13 and $75.14, with an estimated average price of $57.07. The stock is now traded at around $75.51. The impact to a portfolio due to this purchase was 1.27%. The holding were 183,636 shares as of .

New Purchase: Rockwell Automation Inc (ROK)

Meritage Portfolio Management initiated holding in Rockwell Automation Inc. The purchase prices were between $143.68 and $227.39, with an estimated average price of $192.53. The stock is now traded at around $228.80. The impact to a portfolio due to this purchase was 0.9%. The holding were 43,954 shares as of .

New Purchase: Dynatrace Inc (DT)

Meritage Portfolio Management initiated holding in Dynatrace Inc. The purchase prices were between $20.65 and $42.66, with an estimated average price of $32.71. The stock is now traded at around $42.36. The impact to a portfolio due to this purchase was 0.67%. The holding were 171,819 shares as of .

New Purchase: Lam Research Corp (LRCX)

Meritage Portfolio Management initiated holding in Lam Research Corp. The purchase prices were between $218.15 and $323.46, with an estimated average price of $271.81. The stock is now traded at around $356.82. The impact to a portfolio due to this purchase was 0.63%. The holding were 20,401 shares as of .

Added: Fortinet Inc (FTNT)

Meritage Portfolio Management added to a holding in Fortinet Inc by 109.59%. The purchase prices were between $100.47 and $145.62, with an estimated average price of $125.06. The stock is now traded at around $135.72. The impact to a portfolio due to this purchase was 0.91%. The holding were 131,602 shares as of .

Added: Keysight Technologies Inc (KEYS)

Meritage Portfolio Management added to a holding in Keysight Technologies Inc by 145.91%. The purchase prices were between $80.89 and $108.13, with an estimated average price of $97.91. The stock is now traded at around $98.01. The impact to a portfolio due to this purchase was 0.82%. The holding were 142,564 shares as of .

Added: SPDR Select Sector Fund - Financial (XLF)

Meritage Portfolio Management added to a holding in SPDR Select Sector Fund - Financial by 511.71%. The purchase prices were between $19.55 and $26.74, with an estimated average price of $22.68. The stock is now traded at around $23.98. The impact to a portfolio due to this purchase was 0.48%. The holding were 257,469 shares as of .

Added: PowerShares S&P SmallCap Health Care Portfolio (PSCH)

Meritage Portfolio Management added to a holding in PowerShares S&P SmallCap Health Care Portfolio by 46.53%. The purchase prices were between $95.45 and $125.93, with an estimated average price of $114.68. The stock is now traded at around $126.17. The impact to a portfolio due to this purchase was 0.44%. The holding were 120,413 shares as of .

Added: Brown & Brown Inc (BRO)

Meritage Portfolio Management added to a holding in Brown & Brown Inc by 399.47%. The purchase prices were between $33.41 and $43.05, with an estimated average price of $38.54. The stock is now traded at around $45.49. The impact to a portfolio due to this purchase was 0.18%. The holding were 59,387 shares as of .

Added: Vanguard Growth (VUG)

Meritage Portfolio Management added to a holding in Vanguard Growth by 646.21%. The purchase prices were between $149.64 and $204.01, with an estimated average price of $183.93. The stock is now traded at around $213.00. The impact to a portfolio due to this purchase was 0.17%. The holding were 10,044 shares as of .

Sold Out: O'Reilly Automotive Inc (ORLY)

Meritage Portfolio Management sold out a holding in O'Reilly Automotive Inc. The sale prices were between $287.25 and $430.91, with an estimated average price of $390.12.

Sold Out: United Parcel Service Inc (UPS)

Meritage Portfolio Management sold out a holding in United Parcel Service Inc. The sale prices were between $90 and $111.18, with an estimated average price of $99.66.

Sold Out: Duke Realty Corp (DRE)

Meritage Portfolio Management sold out a holding in Duke Realty Corp. The sale prices were between $29.59 and $37.21, with an estimated average price of $34.11.

Sold Out: Lamar Advertising Co (LAMR)

Meritage Portfolio Management sold out a holding in Lamar Advertising Co. The sale prices were between $38.07 and $76.58, with an estimated average price of $60.88.

Sold Out: Raytheon Co (RTN)

Meritage Portfolio Management sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: Seagate Technology PLC (STX)

Meritage Portfolio Management sold out a holding in Seagate Technology PLC. The sale prices were between $45.76 and $55.63, with an estimated average price of $50.19.



Here is the complete portfolio of MERITAGE PORTFOLIO MANAGEMENT. Also check out:

1. MERITAGE PORTFOLIO MANAGEMENT's Undervalued Stocks
2. MERITAGE PORTFOLIO MANAGEMENT's Top Growth Companies, and
3. MERITAGE PORTFOLIO MANAGEMENT's High Yield stocks
4. Stocks that MERITAGE PORTFOLIO MANAGEMENT keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)