Sterling Investment Management, Inc. Buys Verizon Communications Inc, Bristol-Myers Squibb Company, British American Tobacco PLC, Sells Facebook Inc, McDonald's Corp, Waste Connections Inc

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Apr 19, 2021
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Tucson, AZ, based Investment company Sterling Investment Management, Inc. (Current Portfolio) buys Verizon Communications Inc, Bristol-Myers Squibb Company, British American Tobacco PLC, Orange SA, Amazon.com Inc, sells Facebook Inc, McDonald's Corp, Waste Connections Inc, Limelight Networks Inc, Xylem Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Sterling Investment Management, Inc.. As of 2021Q1, Sterling Investment Management, Inc. owns 57 stocks with a total value of $146 million. These are the details of the buys and sells.

For the details of Sterling Investment Management, Inc.'s stock buys and sells,go to https://www.gurufocus.com/guru/sterling+investment+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Sterling Investment Management, Inc.
  1. Schwab Short-Term U.S. Treasury ETF (SCHO) - 254,838 shares, 8.95% of the total portfolio. Shares added by 14.80%
  2. Berkshire Hathaway Inc (BRK.B) - 49,019 shares, 8.57% of the total portfolio. Shares reduced by 0.99%
  3. SPDR Gold Shares ETF (GLD) - 47,738 shares, 5.22% of the total portfolio. Shares reduced by 6.85%
  4. Schwab Intermediate-Term U.S. Treasury ETF (SCHR) - 130,030 shares, 5.02% of the total portfolio. Shares added by 12.16%
  5. Alphabet Inc (GOOG) - 3,067 shares, 4.34% of the total portfolio. Shares reduced by 4.81%
New Purchase: Bristol-Myers Squibb Company (BMY)

Sterling Investment Management, Inc. initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $59.34 and $66.74, with an estimated average price of $62.18. The stock is now traded at around $65.515000. The impact to a portfolio due to this purchase was 0.98%. The holding were 22,798 shares as of 2021-03-31.

New Purchase: British American Tobacco PLC (BTI)

Sterling Investment Management, Inc. initiated holding in British American Tobacco PLC. The purchase prices were between $35.06 and $39.81, with an estimated average price of $37.65. The stock is now traded at around $41.080000. The impact to a portfolio due to this purchase was 0.9%. The holding were 33,794 shares as of 2021-03-31.

New Purchase: Orange SA (ORAN)

Sterling Investment Management, Inc. initiated holding in Orange SA. The purchase prices were between $11.57 and $12.68, with an estimated average price of $12.06. The stock is now traded at around $12.589100. The impact to a portfolio due to this purchase was 0.88%. The holding were 104,306 shares as of 2021-03-31.

Added: Verizon Communications Inc (VZ)

Sterling Investment Management, Inc. added to a holding in Verizon Communications Inc by 77.98%. The purchase prices were between $54.15 and $59.29, with an estimated average price of $56.4. The stock is now traded at around $58.295000. The impact to a portfolio due to this purchase was 1.16%. The holding were 66,696 shares as of 2021-03-31.

Added: Amazon.com Inc (AMZN)

Sterling Investment Management, Inc. added to a holding in Amazon.com Inc by 32.61%. The purchase prices were between $2951.95 and $3380, with an estimated average price of $3171.97. The stock is now traded at around $3422.596200. The impact to a portfolio due to this purchase was 0.73%. The holding were 1,403 shares as of 2021-03-31.

Sold Out: Facebook Inc (FB)

Sterling Investment Management, Inc. sold out a holding in Facebook Inc. The sale prices were between $245.64 and $294.53, with an estimated average price of $269.28.

Sold Out: McDonald's Corp (MCD)

Sterling Investment Management, Inc. sold out a holding in McDonald's Corp. The sale prices were between $204.84 and $227.35, with an estimated average price of $213.87.

Sold Out: Waste Connections Inc (WCN)

Sterling Investment Management, Inc. sold out a holding in Waste Connections Inc. The sale prices were between $97.54 and $108.12, with an estimated average price of $101.53.

Sold Out: Limelight Networks Inc (LLNW)

Sterling Investment Management, Inc. sold out a holding in Limelight Networks Inc. The sale prices were between $3.04 and $5.39, with an estimated average price of $3.91.



Here is the complete portfolio of Sterling Investment Management, Inc.. Also check out:

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4. Stocks that Sterling Investment Management, Inc. keeps buying
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