Get Premium to unlock powerful stock data

Charter Research & Investment Group, Inc. Buys General Electric Co, Waste Management Inc, Blackstone Inc, Sells ALLETE Inc

Author's Avatar
insider
Nov 13, 2021
Article's Main Image
Investment company Charter Research & Investment Group, Inc. (Current Portfolio) buys General Electric Co, Waste Management Inc, Blackstone Inc, Life Storage Inc, Kinder Morgan Inc, sells ALLETE Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Charter Research & Investment Group, Inc.. As of 2021Q3, Charter Research & Investment Group, Inc. owns 83 stocks with a total value of $121 million. These are the details of the buys and sells.

For the details of CHARTER RESEARCH & INVESTMENT GROUP, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/charter+research+%26+investment+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of CHARTER RESEARCH & INVESTMENT GROUP, INC.
  1. Apple Inc (AAPL) - 83,717 shares, 9.83% of the total portfolio. Shares reduced by 1.17%
  2. Alphabet Inc (GOOGL) - 2,652 shares, 5.88% of the total portfolio. Shares reduced by 1.3%
  3. Johnson & Johnson (JNJ) - 32,924 shares, 4.41% of the total portfolio. Shares reduced by 0.32%
  4. PepsiCo Inc (PEP) - 31,370 shares, 3.91% of the total portfolio. Shares added by 0.18%
  5. Mondelez International Inc (MDLZ) - 62,092 shares, 3.00% of the total portfolio. Shares reduced by 0.27%
New Purchase: General Electric Co (GE)

Charter Research & Investment Group, Inc. initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $107.590000. The impact to a portfolio due to this purchase was 0.3%. The holding were 3,549 shares as of 2021-09-30.

New Purchase: Waste Management Inc (WM)

Charter Research & Investment Group, Inc. initiated holding in Waste Management Inc. The purchase prices were between $141.17 and $155.85, with an estimated average price of $149.62. The stock is now traded at around $162.980000. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,425 shares as of 2021-09-30.

New Purchase: Blackstone Inc (BX)

Charter Research & Investment Group, Inc. initiated holding in Blackstone Inc. The purchase prices were between $97.11 and $135.04, with an estimated average price of $115.96. The stock is now traded at around $143.000000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,790 shares as of 2021-09-30.

New Purchase: Life Storage Inc (LSI)

Charter Research & Investment Group, Inc. initiated holding in Life Storage Inc. The purchase prices were between $107.8 and $129.09, with an estimated average price of $118.93. The stock is now traded at around $131.560000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,800 shares as of 2021-09-30.

Added: Kinder Morgan Inc (KMI)

Charter Research & Investment Group, Inc. added to a holding in Kinder Morgan Inc by 22.90%. The purchase prices were between $15.68 and $18.67, with an estimated average price of $17. The stock is now traded at around $16.680000. The impact to a portfolio due to this purchase was 0.11%. The holding were 41,238 shares as of 2021-09-30.

Sold Out: ALLETE Inc (ALE)

Charter Research & Investment Group, Inc. sold out a holding in ALLETE Inc. The sale prices were between $59.11 and $72.55, with an estimated average price of $67.66.



Here is the complete portfolio of CHARTER RESEARCH & INVESTMENT GROUP, INC.. Also check out:

1. CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Undervalued Stocks
2. CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Top Growth Companies, and
3. CHARTER RESEARCH & INVESTMENT GROUP, INC.'s High Yield stocks
4. Stocks that CHARTER RESEARCH & INVESTMENT GROUP, INC. keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus