- New Purchases: PNW, VMW, EIX, VREX, IBM, HD, V,
- Added Positions: LHX, JPM, USB, BMY, INTC, LUMN, OKE, ABBV, BSCM, MSB, BSCL, PFE, CLF, J, KMI, SBUX, HON, PI, BEAT, LT1B, CSCO, CVS, ISRG, BX, BRK.B, SYY, FB, NOC, ELAN, CL, MMM, PSA, D,
- Reduced Positions: CMI, AAPL, VAR, NEWR, LOW, THO, AMZN, WY, WDAY, NVDA, QCOM, FRC, TTWO, FDX, FSLR, NEE, GOOGL, BA, ABT, PANW, COST, PYPL, BSJL, BDX, JNJ, SQ, CVX, GOOG, TTEK, DCI, HASI, OMCL, MSFT, TNC, LH, ETN, AWK, EWBC, AMAT, GLW, VZ, MCHP, SHW, STM,
- Sold Out: BEPC, KBE, WFC, COP, SPH,
For the details of SFE Investment Counsel's stock buys and sells, go to https://www.gurufocus.com/guru/sfe+investment+counsel/current-portfolio/portfolio
These are the top 5 holdings of SFE Investment Counsel- Apple Inc (AAPL) - 109,821 shares, 5.70% of the total portfolio. Shares reduced by 14.75%
- Qualcomm Inc (QCOM) - 79,436 shares, 4.19% of the total portfolio. Shares reduced by 6.1%
- Cleveland-Cliffs Inc (CLF) - 1,334,249 shares, 3.84% of the total portfolio. Shares added by 3.06%
- Lowe's Companies Inc (LOW) - 47,704 shares, 3.54% of the total portfolio. Shares reduced by 9.81%
- Mesabi Trust (MSB) - 338,453 shares, 3.23% of the total portfolio. Shares added by 5.59%
SFE Investment Counsel initiated holding in Pinnacle West Capital Corp. The purchase prices were between $70.43 and $83.08, with an estimated average price of $76.51. The stock is now traded at around $90.15. The impact to a portfolio due to this purchase was 0.76%. The holding were 22,910 shares as of .
New Purchase: VMware Inc (VMW)SFE Investment Counsel initiated holding in VMware Inc. The purchase prices were between $134.48 and $153.1, with an estimated average price of $142.09. The stock is now traded at around $140.37. The impact to a portfolio due to this purchase was 0.71%. The holding were 11,030 shares as of .
New Purchase: Edison International (EIX)SFE Investment Counsel initiated holding in Edison International. The purchase prices were between $49.3 and $56.71, with an estimated average price of $53.25. The stock is now traded at around $62.44. The impact to a portfolio due to this purchase was 0.52%. The holding were 22,795 shares as of .
New Purchase: Varex Imaging Corp (VREX)SFE Investment Counsel initiated holding in Varex Imaging Corp. The purchase prices were between $10.51 and $16.7, with an estimated average price of $13.65. The stock is now traded at around $15.11. The impact to a portfolio due to this purchase was 0.4%. The holding were 70,025 shares as of .
New Purchase: International Business Machines Corp (IBM)SFE Investment Counsel initiated holding in International Business Machines Corp. The purchase prices were between $115.71 and $128.67, with an estimated average price of $123.08. The stock is now traded at around $117.29. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,832 shares as of .
New Purchase: The Home Depot Inc (HD)SFE Investment Counsel initiated holding in The Home Depot Inc. The purchase prices were between $247.35 and $291.93, with an estimated average price of $270.51. The stock is now traded at around $274.14. The impact to a portfolio due to this purchase was 0.1%. The holding were 803 shares as of .
Added: L3Harris Technologies Inc (LHX)SFE Investment Counsel added to a holding in L3Harris Technologies Inc by 178.48%. The purchase prices were between $159.8 and $185.44, with an estimated average price of $175.44. The stock is now traded at around $189.69. The impact to a portfolio due to this purchase was 0.74%. The holding were 15,283 shares as of .
Added: JPMorgan Chase & Co (JPM)SFE Investment Counsel added to a holding in JPMorgan Chase & Co by 35.81%. 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 $116.19. The impact to a portfolio due to this purchase was 0.73%. The holding were 64,172 shares as of .
Added: U.S. Bancorp (USB)SFE Investment Counsel added to a holding in U.S. Bancorp by 80.50%. The purchase prices were between $34.22 and $38.31, with an estimated average price of $36.61. The stock is now traded at around $43.65. The impact to a portfolio due to this purchase was 0.69%. The holding were 95,944 shares as of .
Added: Bristol-Myers Squibb Company (BMY)SFE Investment Counsel added to a holding in Bristol-Myers Squibb Company by 31.41%. 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 $64.24. The impact to a portfolio due to this purchase was 0.56%. The holding were 86,835 shares as of .
Added: Intel Corp (INTC)SFE Investment Counsel added to a holding in Intel Corp by 51.58%. The purchase prices were between $47.73 and $61.15, with an estimated average price of $52.07. The stock is now traded at around $46.18. The impact to a portfolio due to this purchase was 0.48%. The holding were 61,191 shares as of .
Added: Lumen Technologies Inc (LUMN)SFE Investment Counsel added to a holding in Lumen Technologies Inc by 317.56%. The purchase prices were between $9.63 and $11.42, with an estimated average price of $10.39. The stock is now traded at around $9.72. The impact to a portfolio due to this purchase was 0.44%. The holding were 129,129 shares as of .
Sold Out: Brookfield Renewable Corp (BEPC)SFE Investment Counsel sold out a holding in Brookfield Renewable Corp. The sale prices were between $40.72 and $58.6, with an estimated average price of $49.7.
Sold Out: SPDR SERIES TRUST (KBE)SFE Investment Counsel sold out a holding in SPDR SERIES TRUST. The sale prices were between $28.16 and $33.53, with an estimated average price of $30.86.
Sold Out: Wells Fargo & Co (WFC)SFE Investment Counsel sold out a holding in Wells Fargo & Co. The sale prices were between $22.83 and $26.35, with an estimated average price of $24.66.
Sold Out: ConocoPhillips (COP)SFE Investment Counsel sold out a holding in ConocoPhillips. The sale prices were between $32.46 and $41.78, with an estimated average price of $37.92.
Sold Out: Suburban Propane Partners LP (SPH)SFE Investment Counsel sold out a holding in Suburban Propane Partners LP. The sale prices were between $12.58 and $16.28, with an estimated average price of $13.71.
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