Gratus Capital LLC Buys LyondellBasell Industries NV, BTC iShares Core Dividend Growth ETF, Unity Software Inc, Sells BTC iShares Aaa - A Rated Corporate Bond ETF, AstraZeneca PLC, Cisco Systems Inc

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Investment company Gratus Capital LLC (Current Portfolio) buys LyondellBasell Industries NV, BTC iShares Core Dividend Growth ETF, Unity Software Inc, AT&T Inc, Vanguard Short-Term Inflation-Protected Securities, sells BTC iShares Aaa - A Rated Corporate Bond ETF, AstraZeneca PLC, Cisco Systems Inc, Citrix Systems Inc, BHP Group during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Gratus Capital LLC. As of 2020Q4, Gratus Capital LLC owns 182 stocks with a total value of $745 million. These are the details of the buys and sells.

For the details of Gratus Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/gratus+capital+llc/current-portfolio/portfolio

These are the top 5 holdings of Gratus Capital LLC
  1. BTC iShares Core Dividend Growth ETF (DGRO) - 671,471 shares, 4.04% of the total portfolio. Shares added by 35.89%
  2. Invesco Ultra Short Duration ETF (GSY) - 478,374 shares, 3.25% of the total portfolio. Shares added by 11.22%
  3. BTC iShares Russell 1000 Growth ETF (IWF) - 93,471 shares, 3.02% of the total portfolio. Shares added by 20.63%
  4. BTC iShares International Dividend Growth ETF (IGRO) - 307,478 shares, 2.60% of the total portfolio. Shares added by 24.88%
  5. Microsoft Corp (MSFT) - 76,683 shares, 2.29% of the total portfolio. Shares reduced by 14.19%
New Purchase: LyondellBasell Industries NV (LYB)

Gratus Capital LLC initiated holding in LyondellBasell Industries NV. The purchase prices were between $68.45 and $91.66, with an estimated average price of $81.92. The stock is now traded at around $88.840000. The impact to a portfolio due to this purchase was 1.41%. The holding were 114,357 shares as of 2020-12-31.

New Purchase: Unity Software Inc (U)

Gratus Capital LLC initiated holding in Unity Software Inc. The purchase prices were between $82.79 and $172.29, with an estimated average price of $123.04. The stock is now traded at around $148.000000. The impact to a portfolio due to this purchase was 1.06%. The holding were 51,422 shares as of 2020-12-31.

New Purchase: Phillips 66 (PSX)

Gratus Capital LLC initiated holding in Phillips 66. The purchase prices were between $44.22 and $70.86, with an estimated average price of $59.1. The stock is now traded at around $68.660000. The impact to a portfolio due to this purchase was 0.99%. The holding were 105,033 shares as of 2020-12-31.

New Purchase: Gilead Sciences Inc (GILD)

Gratus Capital LLC initiated holding in Gilead Sciences Inc. The purchase prices were between $56.65 and $64.55, with an estimated average price of $60.23. The stock is now traded at around $65.130000. The impact to a portfolio due to this purchase was 0.98%. The holding were 124,784 shares as of 2020-12-31.

New Purchase: Ping Identity Holding Corp (PING)

Gratus Capital LLC initiated holding in Ping Identity Holding Corp. The purchase prices were between $20.22 and $35.77, with an estimated average price of $27.56. The stock is now traded at around $32.720000. The impact to a portfolio due to this purchase was 0.98%. The holding were 254,780 shares as of 2020-12-31.

New Purchase: CSIM Schwab Short-Term U.S. Treasury ETF (SCHO)

Gratus Capital LLC initiated holding in CSIM Schwab Short-Term U.S. Treasury ETF. The purchase prices were between $51.37 and $51.47, with an estimated average price of $51.42. The stock is now traded at around $51.360000. The impact to a portfolio due to this purchase was 0.38%. The holding were 54,945 shares as of 2020-12-31.

Added: BTC iShares Core Dividend Growth ETF (DGRO)

Gratus Capital LLC added to a holding in BTC iShares Core Dividend Growth ETF by 35.89%. The purchase prices were between $38.52 and $44.82, with an estimated average price of $42.35. The stock is now traded at around $45.140000. The impact to a portfolio due to this purchase was 1.07%. The holding were 671,471 shares as of 2020-12-31.

Added: AT&T Inc (T)

Gratus Capital LLC added to a holding in AT&T Inc by 2202.71%. 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 1.05%. The holding were 285,421 shares as of 2020-12-31.

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Gratus Capital LLC added to a holding in Vanguard Short-Term Inflation-Protected Securities by 545.45%. The purchase prices were between $50.63 and $51.32, with an estimated average price of $50.9. The stock is now traded at around $51.380000. The impact to a portfolio due to this purchase was 0.99%. The holding were 170,940 shares as of 2020-12-31.

Added: Broadcom Inc (AVGO)

Gratus Capital LLC added to a holding in Broadcom Inc by 55.21%. The purchase prices were between $347.21 and $437.85, with an estimated average price of $390.83. The stock is now traded at around $476.880000. The impact to a portfolio due to this purchase was 0.57%. The holding were 27,445 shares as of 2020-12-31.

Added: Williams Companies Inc (WMB)

Gratus Capital LLC added to a holding in Williams Companies Inc by 40.89%. The purchase prices were between $18.26 and $22.49, with an estimated average price of $20.32. The stock is now traded at around $21.420000. The impact to a portfolio due to this purchase was 0.55%. The holding were 709,861 shares as of 2020-12-31.

Added: BTC iShares International Dividend Growth ETF (IGRO)

Gratus Capital LLC added to a holding in BTC iShares International Dividend Growth ETF by 24.88%. The purchase prices were between $52.32 and $63.65, with an estimated average price of $58.91. The stock is now traded at around $63.635000. The impact to a portfolio due to this purchase was 0.52%. The holding were 307,478 shares as of 2020-12-31.

Sold Out: AstraZeneca PLC (AZN)

Gratus Capital LLC sold out a holding in AstraZeneca PLC. The sale prices were between $48.52 and $58.02, with an estimated average price of $52.86.

Sold Out: Citrix Systems Inc (CTXS)

Gratus Capital LLC sold out a holding in Citrix Systems Inc. The sale prices were between $113.27 and $145.25, with an estimated average price of $126.99.

Sold Out: BHP Group Ltd (BHP)

Gratus Capital LLC sold out a holding in BHP Group Ltd. The sale prices were between $47.7 and $66.28, with an estimated average price of $56.41.

Sold Out: Equitrans Midstream Corp (ETRN)

Gratus Capital LLC sold out a holding in Equitrans Midstream Corp. The sale prices were between $6.74 and $8.87, with an estimated average price of $7.99.

Sold Out: Xilinx Inc (XLNX)

Gratus Capital LLC sold out a holding in Xilinx Inc. The sale prices were between $102.59 and $152.11, with an estimated average price of $130.68.

Sold Out: Franco-Nevada Corp (FNV)

Gratus Capital LLC sold out a holding in Franco-Nevada Corp. The sale prices were between $124.52 and $150.7, with an estimated average price of $134.69.



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