For the details of Chartwell Mid Cap Value Fund's stock buys and sells, go to https://www.gurufocus.com/guru/chartwell+mid+cap+value+fund/current-portfolio/portfolio
These are the top 5 holdings of Chartwell Mid Cap Value Fund- Allstate Corp (ALL) - 10,285 shares, 4.18% of the total portfolio.
- FMC Corp (FMC) - 11,987 shares, 4.04% of the total portfolio.
- Vulcan Materials Co (VMC) - 7,420 shares, 4.02% of the total portfolio.
- Quest Diagnostics Inc (DGX) - 9,407 shares, 3.87% of the total portfolio.
- Mid-America Apartment Communities Inc (MAA) - 7,332 shares, 3.84% of the total portfolio.
Chartwell Funds initiated holding in Univar Solutions Inc. The purchase prices were between $21.54 and $27.9, with an estimated average price of $24.98. The stock is now traded at around $22.490000. The impact to a portfolio due to this purchase was 3.05%. The holding were 40,135 shares as of 2021-06-30.
New Purchase: DXC Technology Co (DXC)Chartwell Funds initiated holding in DXC Technology Co. The purchase prices were between $30.83 and $41.42, with an estimated average price of $35.58. The stock is now traded at around $35.960000. The impact to a portfolio due to this purchase was 2.13%. The holding were 17,555 shares as of 2021-06-30.
Sold Out: Amdocs Ltd (DOX)Chartwell Funds sold out a holding in Amdocs Ltd. The sale prices were between $70.15 and $80.84, with an estimated average price of $77.05.
Here is the complete portfolio of Chartwell Mid Cap Value Fund. Also check out:
1. Chartwell Mid Cap Value Fund's Undervalued Stocks
2. Chartwell Mid Cap Value Fund's Top Growth Companies, and
3. Chartwell Mid Cap Value Fund's High Yield stocks
4. Stocks that Chartwell Mid Cap Value Fund keeps buying
