Get Premium to unlock powerful stock data

Tandem Investment Advisors, Inc. Buys Fiserv Inc, CVS Health Corp, Coca-Cola Co, Sells Raytheon Technologies Corp, Expeditors International of Washington Inc, Carter Bankshares Inc

Author's Avatar
insider
Jul 12, 2021
Article's Main Image
Investment company Tandem Investment Advisors, Inc. (Current Portfolio) buys Fiserv Inc, CVS Health Corp, Coca-Cola Co, Danaher Corp, Duke Energy Corp, sells Raytheon Technologies Corp, Expeditors International of Washington Inc, Carter Bankshares Inc, American National Bankshares Inc, Wal - Mart de Mexico SAB de CV during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Tandem Investment Advisors, Inc.. As of 2021Q2, Tandem Investment Advisors, Inc. owns 73 stocks with a total value of $1.2 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of Tandem Investment Advisors, Inc.
  1. T. Rowe Price Group Inc (TROW) - 333,270 shares, 5.65% of the total portfolio. Shares added by 6.55%
  2. Abbott Laboratories (ABT) - 538,852 shares, 5.35% of the total portfolio. Shares added by 6.16%
  3. FactSet Research Systems Inc (FDS) - 176,781 shares, 5.08% of the total portfolio. Shares added by 7.79%
  4. Cboe Global Markets Inc (CBOE) - 454,628 shares, 4.63% of the total portfolio. Shares added by 4.70%
  5. Intercontinental Exchange Inc (ICE) - 441,124 shares, 4.48% of the total portfolio. Shares added by 8.81%
New Purchase: CVS Health Corp (CVS)

Tandem Investment Advisors, Inc. initiated holding in CVS Health Corp. The purchase prices were between $73.79 and $89.81, with an estimated average price of $81.74. The stock is now traded at around $81.995000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,905 shares as of 2021-06-30.

New Purchase: Danaher Corp (DHR)

Tandem Investment Advisors, Inc. initiated holding in Danaher Corp. The purchase prices were between $225.08 and $271.69, with an estimated average price of $249.44. The stock is now traded at around $277.490000. The impact to a portfolio due to this purchase was 0.02%. The holding were 778 shares as of 2021-06-30.

New Purchase: Lowe's Companies Inc (LOW)

Tandem Investment Advisors, Inc. initiated holding in Lowe's Companies Inc. The purchase prices were between $186.2 and $211.31, with an estimated average price of $195.5. The stock is now traded at around $195.670000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,285 shares as of 2021-06-30.

New Purchase: Pfizer Inc (PFE)

Tandem Investment Advisors, Inc. initiated holding in Pfizer Inc. The purchase prices were between $35.91 and $40.68, with an estimated average price of $38.81. The stock is now traded at around $39.825000. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,110 shares as of 2021-06-30.

New Purchase: Coca-Cola Co (KO)

Tandem Investment Advisors, Inc. initiated holding in Coca-Cola Co. The purchase prices were between $52.51 and $56.24, with an estimated average price of $54.37. The stock is now traded at around $54.375000. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,009 shares as of 2021-06-30.

New Purchase: Duke Energy Corp (DUK)

Tandem Investment Advisors, Inc. initiated holding in Duke Energy Corp. The purchase prices were between $96.28 and $103.74, with an estimated average price of $100.33. The stock is now traded at around $101.215000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,294 shares as of 2021-06-30.

Added: Fiserv Inc (FISV)

Tandem Investment Advisors, Inc. added to a holding in Fiserv Inc by 64.03%. The purchase prices were between $106.59 and $126.55, with an estimated average price of $116.37. The stock is now traded at around $108.730000. The impact to a portfolio due to this purchase was 0.11%. The holding were 30,446 shares as of 2021-06-30.

Sold Out: American National Bankshares Inc (AMNB)

Tandem Investment Advisors, Inc. sold out a holding in American National Bankshares Inc. The sale prices were between $31.09 and $35.49, with an estimated average price of $33.67.

Sold Out: Wal - Mart de Mexico SAB de CV (WMMVY)

Tandem Investment Advisors, Inc. sold out a holding in Wal - Mart de Mexico SAB de CV. The sale prices were between $30.89 and $33.48, with an estimated average price of $32.09.



Here is the complete portfolio of Tandem Investment Advisors, Inc.. Also check out:

1. Tandem Investment Advisors, Inc.'s Undervalued Stocks
2. Tandem Investment Advisors, Inc.'s Top Growth Companies, and
3. Tandem Investment Advisors, Inc.'s High Yield stocks
4. Stocks that Tandem Investment Advisors, Inc. keeps buying
Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here.
Rating:
0 / 5 (0 votes)

Please Login to leave a comment

Author's Avatar

insider