- New Purchases: AJG, UF3, CVX, GOOGL, IIVI, MCD, PG, PRMW,
- Added Positions: ROP, ASGN, MPC,
- Reduced Positions: TFC, COST, V, REGN, ANSS, ACN, LFUS, HD, DHR, HSIC, FISV, APH, HIG, FTV, UNH, ABT, PEP, NEOG, GNTX, SWKS, BLK, DOV, GGG, GIL, INGR, OTEX, GS, SSNC, ROST, THO, CHD, MKTX, RPM, AMZN, FB, XOM,
- Sold Out: UFPI, GC6, BGCP, SDC,
For the details of NORTH POINT PORTFOLIO MANAGERS CORP's stock buys and sells, go to https://www.gurufocus.com/guru/north+point+portfolio+managers+corp/current-portfolio/portfolio
These are the top 5 holdings of NORTH POINT PORTFOLIO MANAGERS CORP- Ansys Inc (ANSS) - 92,178 shares, 4.85% of the total portfolio. Shares reduced by 4.24%
- Danaher Corp (DHR) - 134,585 shares, 4.30% of the total portfolio. Shares reduced by 3.26%
- Regeneron Pharmaceuticals Inc (REGN) - 36,215 shares, 4.08% of the total portfolio. Shares reduced by 8.68%
- Visa Inc (V) - 107,043 shares, 3.73% of the total portfolio. Shares reduced by 10.19%
- Fiserv Inc (FISV) - 207,498 shares, 3.66% of the total portfolio. Shares reduced by 3.15%
North Point Portfolio Managers Corp initiated holding in Arthur J. Gallagher & Co. The purchase prices were between $74.82 and $101.9, with an estimated average price of $88.45. The stock is now traded at around $103.87. The impact to a portfolio due to this purchase was 1.92%. The holding were 109,195 shares as of .
New Purchase: UFP Industries Inc (UF3)North Point Portfolio Managers Corp initiated holding in UFP Industries Inc. The purchase prices were between $31.2 and $44.46, with an estimated average price of $38.03. The stock is now traded at around $46.60. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,820 shares as of .
New Purchase: Chevron Corp (CVX)North Point Portfolio Managers Corp initiated holding in Chevron Corp. The purchase prices were between $68.56 and $103.24, with an estimated average price of $89.2. The stock is now traded at around $89.35. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,625 shares as of .
New Purchase: Alphabet Inc (GOOGL)North Point Portfolio Managers Corp initiated holding in Alphabet Inc. The purchase prices were between $1092.7 and $1464.7, with an estimated average price of $1344.49. The stock is now traded at around $1515.04. The impact to a portfolio due to this purchase was 0.04%. The holding were 170 shares as of .
New Purchase: McDonald's Corp (MCD)North Point Portfolio Managers Corp initiated holding in McDonald's Corp. The purchase prices were between $158.17 and $202.65, with an estimated average price of $183.11. The stock is now traded at around $197.17. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,087 shares as of .
New Purchase: II-VI Inc (IIVI)North Point Portfolio Managers Corp initiated holding in II-VI Inc. The purchase prices were between $24.25 and $50.84, with an estimated average price of $39.39. The stock is now traded at around $47.57. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,500 shares as of .
Sold Out: UFP Industries Inc (UFPI)North Point Portfolio Managers Corp sold out a holding in UFP Industries Inc. The sale prices were between $33.12 and $50.57, with an estimated average price of $42.48.
Sold Out: Primo Water Corp (GC6)North Point Portfolio Managers Corp sold out a holding in Primo Water Corp. The sale prices were between $7.72 and $12.8, with an estimated average price of $9.9.
Sold Out: SmileDirectClub Inc (SDC)North Point Portfolio Managers Corp sold out a holding in SmileDirectClub Inc. The sale prices were between $3.88 and $9.41, with an estimated average price of $6.73.
Sold Out: BGC Partners Inc (BGCP)North Point Portfolio Managers Corp sold out a holding in BGC Partners Inc. The sale prices were between $2.19 and $3.29, with an estimated average price of $2.77.
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