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Liberty One Investment Management, Llc Buys Invesco S&P 500 GARP ETF, Invesco S&P 500 Equal Weight Utilities ETF, SPDR S&P Telecom ETF, Sells CVR Energy Inc, Fifth Third Bancorp, KeyCorp

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Oct 20, 2021
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Investment company Liberty One Investment Management, Llc (Current Portfolio) buys Invesco S&P 500 GARP ETF, Invesco S&P 500 Equal Weight Utilities ETF, SPDR S&P Telecom ETF, Stem Inc, Martin Marietta Materials Inc, sells CVR Energy Inc, Fifth Third Bancorp, KeyCorp, WestRock Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Liberty One Investment Management, Llc. As of 2021Q3, Liberty One Investment Management, Llc owns 143 stocks with a total value of $586 million. These are the details of the buys and sells.

For the details of LIBERTY ONE INVESTMENT MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/liberty+one+investment+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of LIBERTY ONE INVESTMENT MANAGEMENT, LLC
  1. McDonald's Corp (MCD) - 93,097 shares, 3.83% of the total portfolio. Shares added by 0.17%
  2. Alliant Energy Corp (LNT) - 392,303 shares, 3.75% of the total portfolio. Shares reduced by 0.48%
  3. Southern Co (SO) - 342,351 shares, 3.62% of the total portfolio. Shares added by 1.18%
  4. Johnson & Johnson (JNJ) - 127,267 shares, 3.51% of the total portfolio. Shares added by 0.89%
  5. Kimberly-Clark Corp (KMB) - 152,912 shares, 3.46% of the total portfolio. Shares added by 2.63%
New Purchase: Invesco S&P 500 GARP ETF (SPGP)

Liberty One Investment Management, Llc initiated holding in Invesco S&P 500 GARP ETF. The purchase prices were between $86.83 and $93.21, with an estimated average price of $90.27. The stock is now traded at around $90.500000. The impact to a portfolio due to this purchase was 0.44%. The holding were 29,633 shares as of 2021-09-30.

New Purchase: Invesco S&P 500 Equal Weight Utilities ETF (RYU)

Liberty One Investment Management, Llc initiated holding in Invesco S&P 500 Equal Weight Utilities ETF. The purchase prices were between $102.46 and $112.58, with an estimated average price of $107.95. The stock is now traded at around $105.237100. The impact to a portfolio due to this purchase was 0.4%. The holding were 22,691 shares as of 2021-09-30.

New Purchase: SPDR S&P Telecom ETF (XTL)

Liberty One Investment Management, Llc initiated holding in SPDR S&P Telecom ETF. The purchase prices were between $94.48 and $102.1, with an estimated average price of $98.52. The stock is now traded at around $96.180000. The impact to a portfolio due to this purchase was 0.21%. The holding were 13,098 shares as of 2021-09-30.

New Purchase: Stem Inc (STEM)

Liberty One Investment Management, Llc initiated holding in Stem Inc. The purchase prices were between $21.34 and $37, with an estimated average price of $26.44. The stock is now traded at around $22.230000. The impact to a portfolio due to this purchase was 0.17%. The holding were 40,831 shares as of 2021-09-30.

New Purchase: Martin Marietta Materials Inc (MLM)

Liberty One Investment Management, Llc initiated holding in Martin Marietta Materials Inc. The purchase prices were between $339.74 and $390.42, with an estimated average price of $363.69. The stock is now traded at around $370.560000. The impact to a portfolio due to this purchase was 0.05%. The holding were 821 shares as of 2021-09-30.

New Purchase: United Rentals Inc (URI)

Liberty One Investment Management, Llc initiated holding in United Rentals Inc. The purchase prices were between $298.85 and $365.84, with an estimated average price of $335.67. The stock is now traded at around $353.440000. The impact to a portfolio due to this purchase was 0.05%. The holding were 880 shares as of 2021-09-30.

Sold Out: Fifth Third Bancorp (FITB)

Liberty One Investment Management, Llc sold out a holding in Fifth Third Bancorp. The sale prices were between $34.63 and $43.6, with an estimated average price of $38.31.

Sold Out: KeyCorp (KEY)

Liberty One Investment Management, Llc sold out a holding in KeyCorp. The sale prices were between $18.49 and $21.99, with an estimated average price of $20.22.

Sold Out: WestRock Co (WRK)

Liberty One Investment Management, Llc sold out a holding in WestRock Co. The sale prices were between $47.96 and $53.34, with an estimated average price of $50.58.



Here is the complete portfolio of LIBERTY ONE INVESTMENT MANAGEMENT, LLC. Also check out:

1. LIBERTY ONE INVESTMENT MANAGEMENT, LLC's Undervalued Stocks
2. LIBERTY ONE INVESTMENT MANAGEMENT, LLC's Top Growth Companies, and
3. LIBERTY ONE INVESTMENT MANAGEMENT, LLC's High Yield stocks
4. Stocks that LIBERTY ONE INVESTMENT MANAGEMENT, LLC keeps buying
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