Marco Investment Management Llc Buys Illumina Inc, Marvell Technology Group, Amgen Inc, Sells CVS Health Corp, L3Harris Technologies Inc, Comcast Corp

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Atlanta, GA, based Investment company Marco Investment Management Llc (Current Portfolio) buys Illumina Inc, Marvell Technology Group, Amgen Inc, Union Pacific Corp, Sysco Corp, sells CVS Health Corp, L3Harris Technologies Inc, Comcast Corp, Rollins Inc, Zoom Video Communications Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Marco Investment Management Llc. As of 2020Q4, Marco Investment Management Llc owns 190 stocks with a total value of $697 million. These are the details of the buys and sells.

For the details of MARCO INVESTMENT MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/marco+investment+management+llc/current-portfolio/portfolio

These are the top 5 holdings of MARCO INVESTMENT MANAGEMENT LLC
  1. Apple Inc (AAPL) - 365,150 shares, 6.96% of the total portfolio. Shares reduced by 0.99%
  2. Qualcomm Inc (QCOM) - 171,250 shares, 3.75% of the total portfolio. Shares reduced by 0.7%
  3. Microsoft Corp (MSFT) - 94,291 shares, 3.01% of the total portfolio. Shares reduced by 4.91%
  4. JPMorgan Chase & Co (JPM) - 157,018 shares, 2.86% of the total portfolio. Shares reduced by 0.47%
  5. Coca-Cola Co (KO) - 345,304 shares, 2.72% of the total portfolio. Shares added by 0.16%
New Purchase: Illumina Inc (ILMN)

Marco Investment Management Llc initiated holding in Illumina Inc. The purchase prices were between $292.7 and $370.96, with an estimated average price of $327.99. The stock is now traded at around $497.580000. The impact to a portfolio due to this purchase was 0.66%. The holding were 12,500 shares as of 2020-12-31.

New Purchase: Marvell Technology Group Ltd (MRVL)

Marco Investment Management Llc initiated holding in Marvell Technology Group Ltd. The purchase prices were between $36.89 and $47.54, with an estimated average price of $43.32. The stock is now traded at around $53.520000. The impact to a portfolio due to this purchase was 0.61%. The holding were 90,000 shares as of 2020-12-31.

New Purchase: Lockheed Martin Corp (LMT)

Marco Investment Management Llc initiated holding in Lockheed Martin Corp. The purchase prices were between $347.92 and $390.72, with an estimated average price of $367.39. The stock is now traded at around $336.210000. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,307 shares as of 2020-12-31.

New Purchase: Vanguard Small Cap ETF (VB)

Marco Investment Management Llc initiated holding in Vanguard Small Cap ETF. The purchase prices were between $156.73 and $196.91, with an estimated average price of $177.14. The stock is now traded at around $218.076000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,448 shares as of 2020-12-31.

New Purchase: Omnicell Inc (OMCL)

Marco Investment Management Llc initiated holding in Omnicell Inc. The purchase prices were between $73.85 and $120.02, with an estimated average price of $98.45. The stock is now traded at around $134.035000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,250 shares as of 2020-12-31.

New Purchase: BlackLine Inc (BL)

Marco Investment Management Llc initiated holding in BlackLine Inc. The purchase prices were between $88.1 and $140.28, with an estimated average price of $111.91. The stock is now traded at around $132.155000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,225 shares as of 2020-12-31.

Added: Amgen Inc (AMGN)

Marco Investment Management Llc added to a holding in Amgen Inc by 32.99%. The purchase prices were between $216.38 and $257.67, with an estimated average price of $230.16. The stock is now traded at around $235.250000. The impact to a portfolio due to this purchase was 0.5%. The holding were 61,439 shares as of 2020-12-31.

Added: Union Pacific Corp (UNP)

Marco Investment Management Llc added to a holding in Union Pacific Corp by 25.44%. The purchase prices were between $173.37 and $209.85, with an estimated average price of $199.81. The stock is now traded at around $212.920000. The impact to a portfolio due to this purchase was 0.31%. The holding were 51,939 shares as of 2020-12-31.

Added: Sysco Corp (SYY)

Marco Investment Management Llc added to a holding in Sysco Corp by 271.60%. The purchase prices were between $54.79 and $78.12, with an estimated average price of $68.86. The stock is now traded at around $75.690000. The impact to a portfolio due to this purchase was 0.29%. The holding were 37,625 shares as of 2020-12-31.

Added: Novartis AG (NVS)

Marco Investment Management Llc added to a holding in Novartis AG by 156.38%. The purchase prices were between $78.07 and $94.43, with an estimated average price of $87.38. The stock is now traded at around $91.710000. The impact to a portfolio due to this purchase was 0.28%. The holding were 33,732 shares as of 2020-12-31.

Added: Truist Financial Corp (TFC)

Marco Investment Management Llc added to a holding in Truist Financial Corp by 38.49%. The purchase prices were between $39.98 and $49.04, with an estimated average price of $45.38. The stock is now traded at around $55.430000. The impact to a portfolio due to this purchase was 0.1%. The holding were 52,339 shares as of 2020-12-31.

Added: Northrop Grumman Corp (NOC)

Marco Investment Management Llc added to a holding in Northrop Grumman Corp by 20.35%. The purchase prices were between $289.82 and $319.68, with an estimated average price of $305.87. The stock is now traded at around $292.250000. The impact to a portfolio due to this purchase was 0.1%. The holding were 13,749 shares as of 2020-12-31.

Sold Out: Zoom Video Communications Inc (ZM)

Marco Investment Management Llc sold out a holding in Zoom Video Communications Inc. The sale prices were between $337.32 and $568.34, with an estimated average price of $445.24.

Sold Out: Comcast Corp (CMCSA)

Marco Investment Management Llc sold out a holding in Comcast Corp. The sale prices were between $41.4 and $52.4, with an estimated average price of $47.94.



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