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HPM Partners LLC Buys Golub Capital BDC Inc, BTC iShares Core MSCI EAFE ETF, BTC iShares Intermediate Government/Credit Bond ET, Sells NuVasive Inc, Safehold Inc, iStar Inc

Investment company HPM Partners LLC (Current Portfolio) buys Golub Capital BDC Inc, BTC iShares Core MSCI EAFE ETF, BTC iShares Intermediate Government/Credit Bond ET, Goldman Sachs ActiveBeta International Equity ETF, CSIM Schwab US Aggregate Bond ETF, sells NuVasive Inc, Safehold Inc, iStar Inc, HD Supply Holdings Inc, BTC iShares MSCI Japan ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, HPM Partners LLC. As of 2020Q4, HPM Partners LLC owns 619 stocks with a total value of $3.1 billion. These are the details of the buys and sells.

For the details of HPM Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hpm+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of HPM Partners LLC
  1. Illinois Tool Works Inc (ITW) - 1,289,399 shares, 8.50% of the total portfolio. Shares reduced by 7.69%
  2. GDS Holdings Ltd (GDS) - 1,604,058 shares, 4.86% of the total portfolio. Shares reduced by 9.65%
  3. Apple Inc (AAPL) - 1,066,542 shares, 4.58% of the total portfolio. Shares added by 3.63%
  4. Vanguard S&P 500 ETF (VOO) - 350,768 shares, 3.90% of the total portfolio. Shares added by 17.41%
  5. SSGA SPDR S&P 500 (SPY) - 319,090 shares, 3.86% of the total portfolio. Shares reduced by 1.42%
New Purchase: BTC iShares Intermediate Government/Credit Bond ET (GVI)

HPM Partners LLC initiated holding in BTC iShares Intermediate Government/Credit Bond ET. The purchase prices were between $116.52 and $117.49, with an estimated average price of $117.01. The stock is now traded at around $117.050000. The impact to a portfolio due to this purchase was 0.62%. The holding were 161,946 shares as of 2020-12-31.

New Purchase: Goldman Sachs ActiveBeta International Equity ETF (GSIE)

HPM Partners LLC initiated holding in Goldman Sachs ActiveBeta International Equity ETF. The purchase prices were between $27 and $32.08, with an estimated average price of $29.87. The stock is now traded at around $32.880000. The impact to a portfolio due to this purchase was 0.5%. The holding were 482,902 shares as of 2020-12-31.

New Purchase: CSIM Schwab US Aggregate Bond ETF (SCHZ)

HPM Partners LLC initiated holding in CSIM Schwab US Aggregate Bond ETF. The purchase prices were between $55.56 and $56.23, with an estimated average price of $55.92. The stock is now traded at around $55.460000. The impact to a portfolio due to this purchase was 0.48%. The holding were 263,245 shares as of 2020-12-31.

New Purchase: Vanguard Intermediate-Term Government Bond ETF (VGIT)

HPM Partners LLC initiated holding in Vanguard Intermediate-Term Government Bond ETF. The purchase prices were between $69.32 and $70.39, with an estimated average price of $69.92. The stock is now traded at around $68.980000. The impact to a portfolio due to this purchase was 0.39%. The holding were 175,556 shares as of 2020-12-31.

New Purchase: BTC iShares iBoxx USD High Yield Corporate Bond ET (HYG)

HPM Partners LLC initiated holding in BTC iShares iBoxx USD High Yield Corporate Bond ET. The purchase prices were between $82.13 and $86.98, with an estimated average price of $84.7. The stock is now traded at around $87.600000. The impact to a portfolio due to this purchase was 0.31%. The holding were 110,627 shares as of 2020-12-31.

New Purchase: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

HPM Partners LLC initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $108.52 and $115.54, with an estimated average price of $112.2. The stock is now traded at around $114.040000. The impact to a portfolio due to this purchase was 0.29%. The holding were 76,986 shares as of 2020-12-31.

Added: Golub Capital BDC Inc (GBDC)

HPM Partners LLC added to a holding in Golub Capital BDC Inc by 3764.97%. The purchase prices were between $12.66 and $14.15, with an estimated average price of $13.66. The stock is now traded at around $14.640000. The impact to a portfolio due to this purchase was 0.85%. The holding were 1,895,304 shares as of 2020-12-31.

Added: BTC iShares Core MSCI EAFE ETF (IEFA)

HPM Partners LLC added to a holding in BTC iShares Core MSCI EAFE ETF by 51.26%. The purchase prices were between $57.61 and $69.71, with an estimated average price of $64.27. The stock is now traded at around $71.620000. The impact to a portfolio due to this purchase was 0.76%. The holding were 1,002,938 shares as of 2020-12-31.

Added: BTC iShares Core S&P 500 ETF (IVV)

HPM Partners LLC added to a holding in BTC iShares Core S&P 500 ETF by 130.56%. The purchase prices were between $326.19 and $375.39, with an estimated average price of $355. The stock is now traded at around $391.560000. The impact to a portfolio due to this purchase was 0.46%. The holding were 67,444 shares as of 2020-12-31.

Added: Vanguard Value ETF (VTV)

HPM Partners LLC added to a holding in Vanguard Value ETF by 138.53%. The purchase prices were between $101.75 and $119.15, with an estimated average price of $112.7. The stock is now traded at around $124.020000. The impact to a portfolio due to this purchase was 0.42%. The holding were 189,444 shares as of 2020-12-31.

Added: BTC iShares Core MSCI Emerging Markets ETF (IEMG)

HPM Partners LLC added to a holding in BTC iShares Core MSCI Emerging Markets ETF by 64.64%. The purchase prices were between $52.03 and $62.1, with an estimated average price of $57.18. The stock is now traded at around $68.480000. The impact to a portfolio due to this purchase was 0.31%. The holding were 393,559 shares as of 2020-12-31.

Added: BTC iShares S&P 500 Growth ETF (IVW)

HPM Partners LLC added to a holding in BTC iShares S&P 500 Growth ETF by 369.85%. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $66.640000. The impact to a portfolio due to this purchase was 0.23%. The holding were 140,217 shares as of 2020-12-31.

Sold Out: NuVasive Inc (NUVA)

HPM Partners LLC sold out a holding in NuVasive Inc. The sale prices were between $43.41 and $56.51, with an estimated average price of $49.19.

Sold Out: Safehold Inc (SAFE)

HPM Partners LLC sold out a holding in Safehold Inc. The sale prices were between $62.55 and $74, with an estimated average price of $68.27.

Sold Out: iStar Inc (STAR)

HPM Partners LLC sold out a holding in iStar Inc. The sale prices were between $11.55 and $15.01, with an estimated average price of $13.4.

Sold Out: HD Supply Holdings Inc (HDS)

HPM Partners LLC sold out a holding in HD Supply Holdings Inc. The sale prices were between $39.86 and $55.99, with an estimated average price of $48.86.

Sold Out: SSgA SPDR S&P 400 Mid Cap Growth ETF (MDYG)

HPM Partners LLC sold out a holding in SSgA SPDR S&P 400 Mid Cap Growth ETF. The sale prices were between $58.06 and $69.83, with an estimated average price of $64.2.

Sold Out: GlaxoSmithKline PLC (GSK)

HPM Partners LLC sold out a holding in GlaxoSmithKline PLC. The sale prices were between $33.42 and $39.17, with an estimated average price of $36.74.



Here is the complete portfolio of HPM Partners LLC. Also check out:

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

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