Edgemoor Investment Advisors, Inc. Buys Boston Beer Co Inc, Vertex Pharmaceuticals Inc, Malibu Boats Inc, Sells Alibaba Group Holding, SPDR Biotech ETF, Bristol-Myers Squibb Co

Bethesda, MD, based Investment company Edgemoor Investment Advisors, Inc. (Current Portfolio) buys Boston Beer Co Inc, Vertex Pharmaceuticals Inc, Malibu Boats Inc, Jacobs Engineering Group Inc, CenterPoint Energy Inc, sells Alibaba Group Holding, SPDR Biotech ETF, Bristol-Myers Squibb Co, United Rentals Inc, Applied Materials Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Edgemoor Investment Advisors, Inc.. As of 2021Q3, Edgemoor Investment Advisors, Inc. owns 136 stocks with a total value of $878 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Edgemoor Investment Advisors, Inc.
  1. Microsoft Corp (MSFT) - 257,745 shares, 8.27% of the total portfolio. Shares reduced by 14.86%
  2. Apple Inc (AAPL) - 431,972 shares, 6.96% of the total portfolio. Shares reduced by 17.4%
  3. Berkshire Hathaway Inc (BRK.B) - 172,675 shares, 5.37% of the total portfolio. Shares reduced by 16.67%
  4. Lowe's Companies Inc (LOW) - 229,385 shares, 5.30% of the total portfolio. Shares reduced by 15.99%
  5. Alphabet Inc (GOOG) - 14,757 shares, 4.48% of the total portfolio. Shares reduced by 18.33%
New Purchase: Boston Beer Co Inc (SAM)

Edgemoor Investment Advisors, Inc. initiated holding in Boston Beer Co Inc. The purchase prices were between $509.75 and $979.41, with an estimated average price of $682.12. The stock is now traded at around $496.120000. The impact to a portfolio due to this purchase was 0.86%. The holding were 14,853 shares as of 2021-09-30.

New Purchase: Vertex Pharmaceuticals Inc (VRTX)

Edgemoor Investment Advisors, Inc. initiated holding in Vertex Pharmaceuticals Inc. The purchase prices were between $181.39 and $202.99, with an estimated average price of $195.37. The stock is now traded at around $181.460000. The impact to a portfolio due to this purchase was 0.72%. The holding were 34,674 shares as of 2021-09-30.

New Purchase: Malibu Boats Inc (MBUU)

Edgemoor Investment Advisors, Inc. initiated holding in Malibu Boats Inc. The purchase prices were between $66.31 and $84.87, with an estimated average price of $74.99. The stock is now traded at around $72.650000. The impact to a portfolio due to this purchase was 0.54%. The holding were 67,210 shares as of 2021-09-30.

New Purchase: Jacobs Engineering Group Inc (J)

Edgemoor Investment Advisors, Inc. initiated holding in Jacobs Engineering Group Inc. The purchase prices were between $126.74 and $139.56, with an estimated average price of $133.69. The stock is now traded at around $140.690000. The impact to a portfolio due to this purchase was 0.37%. The holding were 24,785 shares as of 2021-09-30.

New Purchase: Brookfield Renewable Partners LP (BEP)

Edgemoor Investment Advisors, Inc. initiated holding in Brookfield Renewable Partners LP. The purchase prices were between $36.59 and $41.67, with an estimated average price of $38.88. The stock is now traded at around $40.140000. The impact to a portfolio due to this purchase was 0.12%. The holding were 27,955 shares as of 2021-09-30.

New Purchase: Macquarie Infrastructure Holdings LLC (MIC)

Edgemoor Investment Advisors, Inc. initiated holding in Macquarie Infrastructure Holdings LLC. The purchase prices were between $38.47 and $40.57, with an estimated average price of $39.48. The stock is now traded at around $3.685000. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,000 shares as of 2021-09-30.

Added: CenterPoint Energy Inc (CNP)

Edgemoor Investment Advisors, Inc. added to a holding in CenterPoint Energy Inc by 84.42%. The purchase prices were between $24.43 and $26.9, with an estimated average price of $25.57. The stock is now traded at around $26.170000. The impact to a portfolio due to this purchase was 0.3%. The holding were 236,190 shares as of 2021-09-30.

Added: Clearway Energy Inc (CWEN.A)

Edgemoor Investment Advisors, Inc. added to a holding in Clearway Energy Inc by 26.94%. The purchase prices were between $24.53 and $30.35, with an estimated average price of $28.11. The stock is now traded at around $32.840000. The impact to a portfolio due to this purchase was 0.07%. The holding were 103,880 shares as of 2021-09-30.

Added: iShares Core MSCI Europe ETF (IEUR)

Edgemoor Investment Advisors, Inc. added to a holding in iShares Core MSCI Europe ETF by 97.71%. The purchase prices were between $55.75 and $60.04, with an estimated average price of $58.3. The stock is now traded at around $59.305000. The impact to a portfolio due to this purchase was 0.02%. The holding were 7,940 shares as of 2021-09-30.

Sold Out: Alibaba Group Holding Ltd (BABA)

Edgemoor Investment Advisors, Inc. sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: SPDR Biotech ETF (XBI)

Edgemoor Investment Advisors, Inc. sold out a holding in SPDR Biotech ETF. The sale prices were between $118.69 and $138.49, with an estimated average price of $128.78.

Sold Out: AbbVie Inc (ABBV)

Edgemoor Investment Advisors, Inc. sold out a holding in AbbVie Inc. The sale prices were between $106.4 and $120.78, with an estimated average price of $114.24.

Sold Out: Duke Energy Corp (DUK)

Edgemoor Investment Advisors, Inc. sold out a holding in Duke Energy Corp. The sale prices were between $97.05 and $107.93, with an estimated average price of $103.5.

Sold Out: Truist Financial Corp (TFC)

Edgemoor Investment Advisors, Inc. sold out a holding in Truist Financial Corp. The sale prices were between $52.18 and $60.15, with an estimated average price of $55.89.

Sold Out: GLOBAL X FDS (BOTZ)

Edgemoor Investment Advisors, Inc. sold out a holding in GLOBAL X FDS. The sale prices were between $32.76 and $39.39, with an estimated average price of $35.89.



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