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CORDA Investment Management, LLC. Buys Organon, Brookfield Asset Management Inc, iShares iBonds Dec 2025 Term Corporate ETF, Sells , Vanguard Short-Term Bond ETF

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Nov 15, 2021
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Houston, TX, based Investment company CORDA Investment Management, LLC. (Current Portfolio) buys Organon, Brookfield Asset Management Inc, iShares iBonds Dec 2025 Term Corporate ETF, sells , Vanguard Short-Term Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, CORDA Investment Management, LLC.. As of 2021Q3, CORDA Investment Management, LLC. owns 65 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of CORDA Investment Management, LLC.'s stock buys and sells, go to https://www.gurufocus.com/guru/corda+investment+management%2C+llc./current-portfolio/portfolio

These are the top 5 holdings of CORDA Investment Management, LLC.
  1. Deere & Co (DE) - 140,782 shares, 4.10% of the total portfolio. Shares reduced by 1.54%
  2. Welltower Inc (WELL) - 525,561 shares, 3.77% of the total portfolio. Shares reduced by 1.23%
  3. Procter & Gamble Co (PG) - 298,636 shares, 3.63% of the total portfolio. Shares reduced by 1.01%
  4. Diageo PLC (DEO) - 213,208 shares, 3.58% of the total portfolio. Shares reduced by 1.3%
  5. PepsiCo Inc (PEP) - 265,041 shares, 3.47% of the total portfolio. Shares reduced by 1.15%
New Purchase: Brookfield Asset Management Inc (BAM)

CORDA Investment Management, LLC. initiated holding in Brookfield Asset Management Inc. The purchase prices were between $47.88 and $57.38, with an estimated average price of $54.17. The stock is now traded at around $59.220000. The impact to a portfolio due to this purchase was 0.51%. The holding were 109,427 shares as of 2021-09-30.

Added: Organon & Co (OGN)

CORDA Investment Management, LLC. added to a holding in Organon & Co by 407.71%. The purchase prices were between $28.63 and $35.64, with an estimated average price of $32.03. The stock is now traded at around $33.380000. The impact to a portfolio due to this purchase was 0.71%. The holding were 313,391 shares as of 2021-09-30.

Added: iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)

CORDA Investment Management, LLC. added to a holding in iShares iBonds Dec 2025 Term Corporate ETF by 96.16%. The purchase prices were between $26.75 and $26.95, with an estimated average price of $26.85. The stock is now traded at around $26.560000. The impact to a portfolio due to this purchase was 0.09%. The holding were 83,126 shares as of 2021-09-30.

Sold Out: (BPYU)

CORDA Investment Management, LLC. sold out a holding in . The sale prices were between $18.25 and $19.05, with an estimated average price of $18.66.

Sold Out: Vanguard Short-Term Bond ETF (BSV)

CORDA Investment Management, LLC. sold out a holding in Vanguard Short-Term Bond ETF. The sale prices were between $81.75 and $82.18, with an estimated average price of $81.96.



Here is the complete portfolio of CORDA Investment Management, LLC.. Also check out:

1. CORDA Investment Management, LLC.'s Undervalued Stocks
2. CORDA Investment Management, LLC.'s Top Growth Companies, and
3. CORDA Investment Management, LLC.'s High Yield stocks
4. Stocks that CORDA Investment Management, LLC. keeps buying
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