Monarch Capital Management Inc Buys JPMorgan Chase, Vanguard Short-Term Inflation-Protected Securities, Intelligent Systems Corp, Sells Northern Trust Corp, Deere

Author's Avatar
insider
Jul 22, 2021
Article's Main Image
Investment company Monarch Capital Management Inc (Current Portfolio) buys JPMorgan Chase, Vanguard Short-Term Inflation-Protected Securities, Intelligent Systems Corp, Organon, Moody's Corporation, sells Northern Trust Corp, Deere during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Monarch Capital Management Inc. As of 2021Q2, Monarch Capital Management Inc owns 111 stocks with a total value of $350 million. These are the details of the buys and sells.

For the details of MONARCH CAPITAL MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/monarch+capital+management+inc/current-portfolio/portfolio

These are the top 5 holdings of MONARCH CAPITAL MANAGEMENT INC
  1. Microsoft Corp (MSFT) - 59,596 shares, 4.61% of the total portfolio. Shares reduced by 1.14%
  2. Lakeland Financial Corp (LKFN) - 196,645 shares, 3.46% of the total portfolio. Shares added by 0.36%
  3. The Home Depot Inc (HD) - 37,112 shares, 3.38% of the total portfolio. Shares reduced by 0.15%
  4. McDonald's Corp (MCD) - 47,281 shares, 3.12% of the total portfolio. Shares added by 0.15%
  5. Apple Inc (AAPL) - 79,387 shares, 3.11% of the total portfolio. Shares reduced by 0.12%
New Purchase: Organon & Co (OGN)

Monarch Capital Management Inc initiated holding in Organon & Co. The purchase prices were between $28.45 and $38, with an estimated average price of $33. The stock is now traded at around $30.920000. The impact to a portfolio due to this purchase was 0.12%. The holding were 13,845 shares as of 2021-06-30.

New Purchase: Moody's Corporation (MCO)

Monarch Capital Management Inc initiated holding in Moody's Corporation. The purchase prices were between $298.61 and $366.34, with an estimated average price of $331.96. The stock is now traded at around $381.210000. The impact to a portfolio due to this purchase was 0.06%. The holding were 600 shares as of 2021-06-30.

Added: JPMorgan Chase & Co (JPM)

Monarch Capital Management Inc added to a holding in JPMorgan Chase & Co by 26.91%. The purchase prices were between $147.37 and $166.44, with an estimated average price of $157.04. The stock is now traded at around $150.930000. The impact to a portfolio due to this purchase was 0.28%. The holding were 29,828 shares as of 2021-06-30.

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

Monarch Capital Management Inc added to a holding in Vanguard Short-Term Inflation-Protected Securities by 28.96%. The purchase prices were between $51.07 and $51.96, with an estimated average price of $51.63. The stock is now traded at around $52.290000. The impact to a portfolio due to this purchase was 0.19%. The holding were 57,308 shares as of 2021-06-30.

Added: Intelligent Systems Corp (INS)

Monarch Capital Management Inc added to a holding in Intelligent Systems Corp by 64.07%. The purchase prices were between $30.6 and $41.4, with an estimated average price of $35.75. The stock is now traded at around $32.580000. The impact to a portfolio due to this purchase was 0.12%. The holding were 33,658 shares as of 2021-06-30.

Added: Vanguard Short-Term Bond ETF (BSV)

Monarch Capital Management Inc added to a holding in Vanguard Short-Term Bond ETF by 27.83%. The purchase prices were between $81.84 and $82.35, with an estimated average price of $82.1. The stock is now traded at around $82.330000. The impact to a portfolio due to this purchase was 0.05%. The holding were 8,878 shares as of 2021-06-30.

Added: Alibaba Group Holding Ltd (BABA)

Monarch Capital Management Inc added to a holding in Alibaba Group Holding Ltd by 23.62%. The purchase prices were between $206.08 and $244.01, with an estimated average price of $222.15. The stock is now traded at around $214.040000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,130 shares as of 2021-06-30.

Sold Out: Deere & Co (DE)

Monarch Capital Management Inc sold out a holding in Deere & Co. The sale prices were between $328.38 and $394.22, with an estimated average price of $365.21.



Here is the complete portfolio of MONARCH CAPITAL MANAGEMENT INC. Also check out:

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

Please Login to leave a comment

Author's Avatar

insider