Investment company Tower View Investment Management & Research LLC (Current Portfolio) buys The Scotts Miracle Gro Co, JD.com Inc, CrowdStrike Holdings Inc, Qiagen NV, Zalando SE, sells Stryker Corp, Wal - Mart de Mexico SAB de CV, Varian Medical Systems Inc, Dropbox Inc, Apple Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Tower View Investment Management & Research LLC. As of 2020Q3, Tower View Investment Management & Research LLC owns 149 stocks with a total value of $148 million. These are the details of the buys and sells.
- New Purchases: SMG, JD, CRWD, QGEN, NVMI, ZLNDY, SHY, ADI, SWBI,
- Added Positions: SHW, WORK, SBUX, WMT, NFLX, ADDYY, LMT, VIG, CLX, PG, WDAY, BABA, LLY, VGT, VDC, UNP, VHT, VCR, UNH, JNJ, PEP, PD, VRTX, AAXN, KO, PSA, MGEE, ABBV, ALL, AG, WPM,
- Reduced Positions: SYK, VAR, AAPL, SPOT, NVDA, AMZN, VBK, DOCU, ROKU, IWV, SPY, SQ, VUG, TSLA, CRM, TMO,
- Sold Out: WMMVY, DBX, INTC, SWS, ECL, ICE, RTX, NOW,
- Warning! GuruFocus has detected 7 Warning Signs with SHW. Click here to check it out.
- SHW 30-Year Financial Data
- The intrinsic value of SHW
- Peter Lynch Chart of SHW
For the details of Tower View Investment Management & Research LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tower+view+investment+management+%26+research+llc/current-portfolio/portfolio
These are the top 5 holdings of Tower View Investment Management & Research LLC- Nestle SA (NSRGY) - 37,318 shares, 3.00% of the total portfolio. Shares added by 0.24%
- Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 54,610 shares, 2.99% of the total portfolio. Shares reduced by 0.28%
- Adobe Inc (ADBE) - 8,731 shares, 2.89% of the total portfolio. Shares reduced by 0.44%
- The Home Depot Inc (HD) - 15,410 shares, 2.89% of the total portfolio. Shares added by 0.49%
- PepsiCo Inc (PEP) - 28,899 shares, 2.70% of the total portfolio. Shares added by 1.08%
Tower View Investment Management & Research LLC initiated holding in The Scotts Miracle Gro Co. The purchase prices were between $133.49 and $174.89, with an estimated average price of $154.3. The stock is now traded at around $166.71. The impact to a portfolio due to this purchase was 1.41%. The holding were 13,625 shares as of .
New Purchase: JD.com Inc (JD)Tower View Investment Management & Research LLC initiated holding in JD.com Inc. The purchase prices were between $60 and $83.21, with an estimated average price of $69.52. The stock is now traded at around $81.63. The impact to a portfolio due to this purchase was 0.85%. The holding were 16,328 shares as of .
New Purchase: Qiagen NV (QGEN)Tower View Investment Management & Research LLC initiated holding in Qiagen NV. The purchase prices were between $42.51 and $52.42, with an estimated average price of $48.79. The stock is now traded at around $53.02. The impact to a portfolio due to this purchase was 0.73%. The holding were 20,743 shares as of .
New Purchase: CrowdStrike Holdings Inc (CRWD)Tower View Investment Management & Research LLC initiated holding in CrowdStrike Holdings Inc. The purchase prices were between $97 and $143.69, with an estimated average price of $116.52. The stock is now traded at around $147.00. The impact to a portfolio due to this purchase was 0.73%. The holding were 7,877 shares as of .
New Purchase: Zalando SE (ZLNDY)Tower View Investment Management & Research LLC initiated holding in Zalando SE. The purchase prices were between $35.54 and $46.91, with an estimated average price of $40.64. The stock is now traded at around $49.89. The impact to a portfolio due to this purchase was 0.72%. The holding were 22,660 shares as of .
New Purchase: Nova Measuring Instruments Ltd (NVMI)Tower View Investment Management & Research LLC initiated holding in Nova Measuring Instruments Ltd. The purchase prices were between $46.8 and $56.58, with an estimated average price of $51.19. The stock is now traded at around $57.60. The impact to a portfolio due to this purchase was 0.72%. The holding were 20,530 shares as of .
Added: Sherwin-Williams Co (SHW)Tower View Investment Management & Research LLC added to a holding in Sherwin-Williams Co by 72.14%. The purchase prices were between $576.04 and $717.6, with an estimated average price of $654.36. The stock is now traded at around $687.31. The impact to a portfolio due to this purchase was 0.65%. The holding were 3,312 shares as of .
Added: Slack Technologies Inc (WORK)Tower View Investment Management & Research LLC added to a holding in Slack Technologies Inc by 17360.00%. The purchase prices were between $25.24 and $34.3, with an estimated average price of $29.42. The stock is now traded at around $32.56. The impact to a portfolio due to this purchase was 0.63%. The holding were 34,920 shares as of .
Added: Starbucks Corp (SBUX)Tower View Investment Management & Research LLC added to a holding in Starbucks Corp by 20.87%. The purchase prices were between $72.65 and $88.38, with an estimated average price of $79.77. The stock is now traded at around $89.02. The impact to a portfolio due to this purchase was 0.35%. The holding were 34,695 shares as of .
Added: Netflix Inc (NFLX)Tower View Investment Management & Research LLC added to a holding in Netflix Inc by 62.50%. The purchase prices were between $466.93 and $556.55, with an estimated average price of $497.66. The stock is now traded at around $537.01. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,352 shares as of .
Added: Clorox Co (CLX)Tower View Investment Management & Research LLC added to a holding in Clorox Co by 69.59%. The purchase prices were between $206.85 and $237.74, with an estimated average price of $222.53. The stock is now traded at around $215.58. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,372 shares as of .
Added: Johnson & Johnson (JNJ)Tower View Investment Management & Research LLC added to a holding in Johnson & Johnson by 20.41%. The purchase prices were between $140.38 and $153.83, with an estimated average price of $147.87. The stock is now traded at around $146.46. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,658 shares as of .
Sold Out: Wal - Mart de Mexico SAB de CV (WMMVY)Tower View Investment Management & Research LLC sold out a holding in Wal - Mart de Mexico SAB de CV. The sale prices were between $22.7 and $26.29, with an estimated average price of $24.61.
Sold Out: Dropbox Inc (DBX)Tower View Investment Management & Research LLC sold out a holding in Dropbox Inc. The sale prices were between $18.78 and $23.27, with an estimated average price of $20.82.
Sold Out: Intel Corp (INTC)Tower View Investment Management & Research LLC sold out a holding in Intel Corp. The sale prices were between $47.73 and $61.15, with an estimated average price of $52.07.
Sold Out: Smith & Wesson Brands Inc (SWS)Tower View Investment Management & Research LLC sold out a holding in Smith & Wesson Brands Inc. The sale prices were between $12.61 and $22.84, with an estimated average price of $17.74.
Sold Out: Ecolab Inc (ECL)Tower View Investment Management & Research LLC sold out a holding in Ecolab Inc. The sale prices were between $184.41 and $212.04, with an estimated average price of $199.92.
Sold Out: Intercontinental Exchange Inc (ICE)Tower View Investment Management & Research LLC sold out a holding in Intercontinental Exchange Inc. The sale prices were between $91.72 and $106.52, with an estimated average price of $98.51.
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