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Monte Financial Group, LLC Buys The Hartford Financial Services Group Inc, The Travelers Inc, SAP SE, Sells General Mills Inc, The Toronto-Dominion Bank, United Parcel Service Inc

Investment company Monte Financial Group, LLC (Current Portfolio) buys The Hartford Financial Services Group Inc, The Travelers Inc, SAP SE, Chubb, Abbott Laboratories, sells General Mills Inc, The Toronto-Dominion Bank, United Parcel Service Inc, Exxon Mobil Corp, Halliburton Co during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Monte Financial Group, LLC. As of 2020Q4, Monte Financial Group, LLC owns 60 stocks with a total value of $147 million. These are the details of the buys and sells.

For the details of Monte Financial Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/monte+financial+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Monte Financial Group, LLC
  1. Comcast Corp (CMCSA) - 110,092 shares, 3.92% of the total portfolio. Shares added by 15.18%
  2. CVS Health Corp (CVS) - 76,648 shares, 3.56% of the total portfolio. Shares reduced by 1.65%
  3. Charles Schwab Corp (SCHW) - 93,035 shares, 3.36% of the total portfolio. Shares reduced by 3.93%
  4. Target Corp (TGT) - 27,175 shares, 3.26% of the total portfolio. Shares reduced by 17.81%
  5. U.S. Bancorp (USB) - 97,090 shares, 3.08% of the total portfolio. Shares reduced by 1.53%
New Purchase: The Hartford Financial Services Group Inc (HIG)

Monte Financial Group, LLC initiated holding in The Hartford Financial Services Group Inc. The purchase prices were between $37.19 and $48.98, with an estimated average price of $43.37. The stock is now traded at around $49.270000. The impact to a portfolio due to this purchase was 2.43%. The holding were 72,859 shares as of 2020-12-31.

New Purchase: The Travelers Companies Inc (TRV)

Monte Financial Group, LLC initiated holding in The Travelers Companies Inc. The purchase prices were between $108.58 and $140.37, with an estimated average price of $129.01. The stock is now traded at around $139.830000. The impact to a portfolio due to this purchase was 1.33%. The holding were 13,913 shares as of 2020-12-31.

New Purchase: SAP SE (SAP)

Monte Financial Group, LLC initiated holding in SAP SE. The purchase prices were between $105.83 and $158.77, with an estimated average price of $128.43. The stock is now traded at around $129.560000. The impact to a portfolio due to this purchase was 0.48%. The holding were 5,445 shares as of 2020-12-31.

New Purchase: Chubb Ltd (CB)

Monte Financial Group, LLC initiated holding in Chubb Ltd. The purchase prices were between $116.56 and $155.42, with an estimated average price of $140.9. The stock is now traded at around $150.640000. The impact to a portfolio due to this purchase was 0.29%. The holding were 2,734 shares as of 2020-12-31.

New Purchase: Abbott Laboratories (ABT)

Monte Financial Group, LLC initiated holding in Abbott Laboratories. The purchase prices were between $105 and $114.42, with an estimated average price of $108.66. The stock is now traded at around $120.240000. The impact to a portfolio due to this purchase was 0.25%. The holding were 3,389 shares as of 2020-12-31.

Added: AT&T Inc (T)

Monte Financial Group, LLC added to a holding in AT&T Inc by 43.09%. The purchase prices were between $26.5 and $31.46, with an estimated average price of $28.56. The stock is now traded at around $28.540000. The impact to a portfolio due to this purchase was 0.09%. The holding were 16,098 shares as of 2020-12-31.

Sold Out: The Toronto-Dominion Bank (TD)

Monte Financial Group, LLC sold out a holding in The Toronto-Dominion Bank. The sale prices were between $43.43 and $56.83, with an estimated average price of $50.89.

Sold Out: Exxon Mobil Corp (XOM)

Monte Financial Group, LLC sold out a holding in Exxon Mobil Corp. The sale prices were between $31.57 and $44.01, with an estimated average price of $37.67.

Sold Out: Halliburton Co (HAL)

Monte Financial Group, LLC sold out a holding in Halliburton Co. The sale prices were between $11.31 and $20.14, with an estimated average price of $15.68.

Reduced: General Mills Inc (GIS)

Monte Financial Group, LLC reduced to a holding in General Mills Inc by 87.77%. The sale prices were between $58.36 and $62.72, with an estimated average price of $60.43. The stock is now traded at around $57.620000. The impact to a portfolio due to this sale was -1.83%. Monte Financial Group, LLC still held 5,447 shares as of 2020-12-31.

Reduced: United Parcel Service Inc (UPS)

Monte Financial Group, LLC reduced to a holding in United Parcel Service Inc by 22.7%. The sale prices were between $155.78 and $176.54, with an estimated average price of $168.87. The stock is now traded at around $160.290000. The impact to a portfolio due to this sale was -0.89%. Monte Financial Group, LLC still held 23,965 shares as of 2020-12-31.



Here is the complete portfolio of Monte Financial Group, LLC. Also check out:

1. Monte Financial Group, LLC's Undervalued Stocks
2. Monte Financial Group, LLC's Top Growth Companies, and
3. Monte Financial Group, LLC's High Yield stocks
4. Stocks that Monte Financial Group, LLC keeps buying

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