Cambiar Investors Llc Buys Total SE, Uber Technologies Inc, Sysco Corp, Sells Nutrien, Pfizer Inc, Gilead Sciences Inc

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Denver, CO, based Investment company Cambiar Investors Llc (Current Portfolio) buys Total SE, Uber Technologies Inc, Sysco Corp, Incyte Corp, Bristol-Myers Squibb Company, sells Nutrien, Pfizer Inc, Gilead Sciences Inc, American International Group Inc, Citigroup Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Cambiar Investors Llc. As of 2020Q3, Cambiar Investors Llc owns 147 stocks with a total value of $2.2 billion. These are the details of the buys and sells.

For the details of CAMBIAR INVESTORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cambiar+investors+llc/current-portfolio/portfolio

These are the top 5 holdings of CAMBIAR INVESTORS LLC
  1. Alibaba Group Holding Ltd (BABA) - 340,220 shares, 4.56% of the total portfolio. Shares reduced by 11.32%
  2. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 1,111,352 shares, 4.10% of the total portfolio. Shares reduced by 24.74%
  3. SAP SE (SAP) - 552,805 shares, 3.92% of the total portfolio. Shares reduced by 25.44%
  4. Smith & Nephew PLC (SNN) - 1,895,197 shares, 3.37% of the total portfolio. Shares reduced by 9.84%
  5. ASML Holding NV (ASML) - 172,737 shares, 2.90% of the total portfolio. Shares reduced by 9.39%
New Purchase: Total SE (TOT)

Cambiar Investors Llc initiated holding in Total SE. The purchase prices were between $32.7 and $40.47, with an estimated average price of $38.14. The stock is now traded at around $32.72. The impact to a portfolio due to this purchase was 2.29%. The holding were 1,466,406 shares as of .

New Purchase: Uber Technologies Inc (UBER)

Cambiar Investors Llc initiated holding in Uber Technologies Inc. The purchase prices were between $29.42 and $37.95, with an estimated average price of $32.98. The stock is now traded at around $35.20. The impact to a portfolio due to this purchase was 1.36%. The holding were 818,027 shares as of .

New Purchase: Sysco Corp (SYY)

Cambiar Investors Llc initiated holding in Sysco Corp. The purchase prices were between $50.98 and $68.4, with an estimated average price of $58.15. The stock is now traded at around $63.80. The impact to a portfolio due to this purchase was 1.33%. The holding were 468,037 shares as of .

New Purchase: Incyte Corp (INCY)

Cambiar Investors Llc initiated holding in Incyte Corp. The purchase prices were between $85.07 and $109.69, with an estimated average price of $96.53. The stock is now traded at around $88.60. The impact to a portfolio due to this purchase was 1.25%. The holding were 306,673 shares as of .

New Purchase: Bristol-Myers Squibb Company (BMY)

Cambiar Investors Llc initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $57.43 and $63.64, with an estimated average price of $60.17. The stock is now traded at around $60.03. The impact to a portfolio due to this purchase was 1.1%. The holding were 400,835 shares as of .

New Purchase: Lumentum Holdings Inc (LITE)

Cambiar Investors Llc initiated holding in Lumentum Holdings Inc. The purchase prices were between $70.25 and $95.56, with an estimated average price of $82.79. The stock is now traded at around $83.42. The impact to a portfolio due to this purchase was 0.37%. The holding were 107,044 shares as of .

Added: JPMorgan Chase & Co (JPM)

Cambiar Investors Llc added to a holding in JPMorgan Chase & Co by 20.90%. The purchase prices were between $91.28 and $103.82, with an estimated average price of $98.2. The stock is now traded at around $99.37. The impact to a portfolio due to this purchase was 0.36%. The holding were 479,189 shares as of .

Added: Chubb Ltd (CB)

Cambiar Investors Llc added to a holding in Chubb Ltd by 32.55%. The purchase prices were between $113.85 and $136.03, with an estimated average price of $125.61. The stock is now traded at around $128.22. The impact to a portfolio due to this purchase was 0.34%. The holding were 264,426 shares as of .

Added: Exelixis Inc (EXEL)

Cambiar Investors Llc added to a holding in Exelixis Inc by 247.12%. The purchase prices were between $20.67 and $26.94, with an estimated average price of $23.31. The stock is now traded at around $21.79. The impact to a portfolio due to this purchase was 0.26%. The holding were 328,500 shares as of .

Added: Reinsurance Group of America Inc (RGA)

Cambiar Investors Llc added to a holding in Reinsurance Group of America Inc by 223.96%. The purchase prices were between $67.56 and $104.46, with an estimated average price of $89.87. The stock is now traded at around $104.75. The impact to a portfolio due to this purchase was 0.26%. The holding were 85,952 shares as of .

Added: Centene Corp (CNC)

Cambiar Investors Llc added to a holding in Centene Corp by 26.07%. The purchase prices were between $54.3 and $67.74, with an estimated average price of $62.15. The stock is now traded at around $65.98. The impact to a portfolio due to this purchase was 0.25%. The holding were 454,510 shares as of .

Added: American Homes 4 Rent (AMH)

Cambiar Investors Llc added to a holding in American Homes 4 Rent by 245.49%. The purchase prices were between $26.43 and $29.71, with an estimated average price of $28.22. The stock is now traded at around $29.76. The impact to a portfolio due to this purchase was 0.25%. The holding were 270,984 shares as of .

Sold Out: Nutrien Ltd (NTR)

Cambiar Investors Llc sold out a holding in Nutrien Ltd. The sale prices were between $31.26 and $41.59, with an estimated average price of $36.37.

Sold Out: Pfizer Inc (PFE)

Cambiar Investors Llc sold out a holding in Pfizer Inc. The sale prices were between $33.46 and $39.26, with an estimated average price of $36.91.

Sold Out: Gilead Sciences Inc (GILD)

Cambiar Investors Llc sold out a holding in Gilead Sciences Inc. The sale prices were between $62.1 and $78.08, with an estimated average price of $69.4.

Sold Out: Citigroup Inc (C)

Cambiar Investors Llc sold out a holding in Citigroup Inc. The sale prices were between $41.85 and $53.76, with an estimated average price of $49.87.

Sold Out: American International Group Inc (AIG)

Cambiar Investors Llc sold out a holding in American International Group Inc. The sale prices were between $26.43 and $32.67, with an estimated average price of $29.8.

Sold Out: JB Hunt Transport Services Inc (JBHT)

Cambiar Investors Llc sold out a holding in JB Hunt Transport Services Inc. The sale prices were between $117.65 and $142.8, with an estimated average price of $132.92.



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