- New Purchases: WCN, AXTA, DEO, TRN, BR,
- Added Positions: CLX, KMX, BDX, HSY,
- Reduced Positions: ANSS, PG, WWD, ST, MSFT, INTC, JPM, ADP, XOM, PFE, DUK, SYBT, CVX, HD, PGR, SLB, WBA,
For the details of HARVEY INVESTMENT CO LLC's stock buys and sells, go to https://www.gurufocus.com/guru/harvey+investment+co+llc/current-portfolio/portfolio
These are the top 5 holdings of HARVEY INVESTMENT CO LLC- O'Reilly Automotive Inc (ORLY) - 103,754 shares, 6.70% of the total portfolio. Shares reduced by 0.47%
- Ansys Inc (ANSS) - 109,680 shares, 5.69% of the total portfolio. Shares reduced by 2.65%
- Johnson & Johnson (JNJ) - 236,835 shares, 5.31% of the total portfolio. Shares added by 0.52%
- IDEXX Laboratories Inc (IDXX) - 74,102 shares, 5.28% of the total portfolio. Shares reduced by 0.22%
- Verisk Analytics Inc (VRSK) - 162,332 shares, 4.80% of the total portfolio. Shares reduced by 0.27%
Harvey Investment Co Llc initiated holding in Waste Connections Inc. The purchase prices were between $98.8 and $108.83, with an estimated average price of $103.27. The stock is now traded at around $102.920000. The impact to a portfolio due to this purchase was 0.12%. The holding were 7,995 shares as of 2020-12-31.
New Purchase: Axalta Coating Systems Ltd (AXTA)Harvey Investment Co Llc initiated holding in Axalta Coating Systems Ltd. The purchase prices were between $24 and $29.35, with an estimated average price of $27.34. The stock is now traded at around $28.340000. The impact to a portfolio due to this purchase was 0.04%. The holding were 8,600 shares as of 2020-12-31.
New Purchase: Diageo PLC (DEO)Harvey Investment Co Llc initiated holding in Diageo PLC. The purchase prices were between $130.18 and $163.22, with an estimated average price of $149.58. The stock is now traded at around $160.540000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,304 shares as of 2020-12-31.
New Purchase: Trinity Industries Inc (TRN)Harvey Investment Co Llc initiated holding in Trinity Industries Inc. The purchase prices were between $18.53 and $26.62, with an estimated average price of $22.66. The stock is now traded at around $28.050000. The impact to a portfolio due to this purchase was 0.03%. The holding were 8,300 shares as of 2020-12-31.
New Purchase: Broadridge Financial Solutions Inc (BR)Harvey Investment Co Llc initiated holding in Broadridge Financial Solutions Inc. The purchase prices were between $133.41 and $153.88, with an estimated average price of $145.33. The stock is now traded at around $151.100000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,368 shares as of 2020-12-31.
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