- New Purchases: SLB,
- Added Positions: SAP, USB, TFC, CVS, V, FISV, EOG, ITW,
- Reduced Positions: GOOGL, MSFT, VOO, STZ, ABT, RDS.B, JNJ, RDS.A, ADP, FMX, PG, GOOG, XOM, KMB, BDX, VTRS,
- Sold Out: FMS, WBA,
For the details of COERENTE CAPITAL MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/coerente+capital+management/current-portfolio/portfolio
These are the top 5 holdings of COERENTE CAPITAL MANAGEMENT- Microsoft Corp (MSFT) - 149,674 shares, 8.74% of the total portfolio. Shares reduced by 4.65%
- Alphabet Inc (GOOGL) - 15,395 shares, 8.52% of the total portfolio. Shares reduced by 8.1%
- Abbott Laboratories (ABT) - 232,820 shares, 5.69% of the total portfolio. Shares reduced by 1.94%
- Comcast Corp (CMCSA) - 475,379 shares, 5.51% of the total portfolio. Shares added by 0.01%
- Automatic Data Processing Inc (ADP) - 130,929 shares, 5.42% of the total portfolio. Shares reduced by 1.15%
Coerente Capital Management initiated holding in Schlumberger Ltd. The purchase prices were between $26.44 and $33.07, with an estimated average price of $28.7. The stock is now traded at around $34.260000. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,520 shares as of 2021-09-30.
Sold Out: Fresenius Medical Care AG & Co. KGaA (FMS)Coerente Capital Management sold out a holding in Fresenius Medical Care AG & Co. KGaA. The sale prices were between $34.97 and $41.89, with an estimated average price of $39.09.
Sold Out: Walgreens Boots Alliance Inc (WBA)Coerente Capital Management sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $45.58 and $51.78, with an estimated average price of $48.28.
Here is the complete portfolio of COERENTE CAPITAL MANAGEMENT. Also check out:
1. COERENTE CAPITAL MANAGEMENT's Undervalued Stocks
2. COERENTE CAPITAL MANAGEMENT's Top Growth Companies, and
3. COERENTE CAPITAL MANAGEMENT's High Yield stocks
4. Stocks that COERENTE CAPITAL MANAGEMENT keeps buying
