Get Premium to unlock powerful stock data

Laffer Tengler Investments Buys Apple Inc, Bank of America Corp, Becton, Dickinson and Co, Sells CenterPoint Energy Inc, International Flavors & Fragrances Inc, iShares J.P. Morgan EM Local Currency Bond ETF

Author's Avatar
insider
Nov 17, 2021
Article's Main Image
Investment company Laffer Tengler Investments (Current Portfolio) buys Apple Inc, Bank of America Corp, Becton, Dickinson and Co, NiSource Inc, Tilray Inc, sells CenterPoint Energy Inc, International Flavors & Fragrances Inc, iShares J.P. Morgan EM Local Currency Bond ETF, BHP Group, Dollar Tree Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Laffer Tengler Investments. As of 2021Q3, Laffer Tengler Investments owns 338 stocks with a total value of $244 million. These are the details of the buys and sells.

For the details of Laffer Tengler Investments's stock buys and sells, go to https://www.gurufocus.com/guru/laffer+tengler+investments/current-portfolio/portfolio

These are the top 5 holdings of Laffer Tengler Investments
  1. Danaher Corp (DHRpA.PFD) - 3,378 shares, 2.82% of the total portfolio. Shares reduced by 5.27%
  2. Microsoft Corp (MSFT) - 23,005 shares, 2.66% of the total portfolio. Shares added by 50.18%
  3. Apple Inc (AAPL) - 43,775 shares, 2.54% of the total portfolio. Shares added by 273.12%
  4. Johnson & Johnson (JNJ) - 29,331 shares, 1.95% of the total portfolio. Shares added by 26.89%
  5. Texas Instruments Inc (TXN) - 24,672 shares, 1.95% of the total portfolio. Shares added by 21.26%
New Purchase: Bank of America Corp (BACPL.PFD)

Laffer Tengler Investments initiated holding in Bank of America Corp. The purchase prices were between $1419.79 and $1500.5, with an estimated average price of $1461.71. The stock is now traded at around $1449.970000. The impact to a portfolio due to this purchase was 1.45%. The holding were 2,446 shares as of 2021-09-30.

New Purchase: Becton, Dickinson and Co (BDXB.PFD)

Laffer Tengler Investments initiated holding in Becton, Dickinson and Co. The purchase prices were between $53.51 and $56.42, with an estimated average price of $55.03. The stock is now traded at around $52.440000. The impact to a portfolio due to this purchase was 1.45%. The holding were 65,670 shares as of 2021-09-30.

New Purchase: NiSource Inc (NIMC)

Laffer Tengler Investments initiated holding in NiSource Inc. The purchase prices were between $101.88 and $108.63, with an estimated average price of $105.41. The stock is now traded at around $107.730000. The impact to a portfolio due to this purchase was 1.25%. The holding were 29,645 shares as of 2021-09-30.

New Purchase: Tilray Inc (TLRY)

Laffer Tengler Investments initiated holding in Tilray Inc. The purchase prices were between $11.11 and $17.84, with an estimated average price of $13.76. The stock is now traded at around $12.710000. The impact to a portfolio due to this purchase was 1.17%. The holding were 251,591 shares as of 2021-09-30.

New Purchase: Tilray Inc (TLRY)

Laffer Tengler Investments initiated holding in Tilray Inc. The purchase prices were between $11.11 and $17.84, with an estimated average price of $13.76. The stock is now traded at around $12.710000. The impact to a portfolio due to this purchase was 1.17%. The holding were 251,591 shares as of 2021-09-30.

New Purchase: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Laffer Tengler Investments initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $109.28 and $112.83, with an estimated average price of $111.25. The stock is now traded at around $109.000000. The impact to a portfolio due to this purchase was 0.42%. The holding were 9,319 shares as of 2021-09-30.

Added: Apple Inc (AAPL)

Laffer Tengler Investments added to a holding in Apple Inc by 273.12%. The purchase prices were between $137.27 and $156.69, with an estimated average price of $147.22. The stock is now traded at around $152.698600. The impact to a portfolio due to this purchase was 1.86%. The holding were 43,775 shares as of 2021-09-30.

Added: Microsoft Corp (MSFT)

Laffer Tengler Investments added to a holding in Microsoft Corp by 50.18%. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $339.900000. The impact to a portfolio due to this purchase was 0.89%. The holding were 23,005 shares as of 2021-09-30.

Added: Steel Dynamics Inc (STLD)

Laffer Tengler Investments added to a holding in Steel Dynamics Inc by 513.11%. The purchase prices were between $57.75 and $73.12, with an estimated average price of $63.91. The stock is now traded at around $64.491100. The impact to a portfolio due to this purchase was 0.65%. The holding were 32,323 shares as of 2021-09-30.

Added: Amazon.com Inc (AMZN)

Laffer Tengler Investments added to a holding in Amazon.com Inc by 99.11%. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3553.405000. The impact to a portfolio due to this purchase was 0.6%. The holding were 890 shares as of 2021-09-30.

Added: Costco Wholesale Corp (COST)

Laffer Tengler Investments added to a holding in Costco Wholesale Corp by 187.56%. The purchase prices were between $394.53 and $467.75, with an estimated average price of $439.33. The stock is now traded at around $528.630000. The impact to a portfolio due to this purchase was 0.56%. The holding were 4,647 shares as of 2021-09-30.

Added: JPMorgan Chase & Co (JPM)

Laffer Tengler Investments added to a holding in JPMorgan Chase & Co by 47.43%. The purchase prices were between $146.97 and $166.98, with an estimated average price of $156.81. The stock is now traded at around $164.225000. The impact to a portfolio due to this purchase was 0.56%. The holding were 25,920 shares as of 2021-09-30.

Sold Out: CenterPoint Energy Inc (CNPPB.PFD)

Laffer Tengler Investments sold out a holding in CenterPoint Energy Inc. The sale prices were between $45.59 and $49.41, with an estimated average price of $47.19.

Sold Out: International Flavors & Fragrances Inc (IFFT)

Laffer Tengler Investments sold out a holding in International Flavors & Fragrances Inc. The sale prices were between $47.56 and $51.07, with an estimated average price of $50.43.

Sold Out: BHP Group Ltd (BHP)

Laffer Tengler Investments sold out a holding in BHP Group Ltd. The sale prices were between $52.56 and $80.24, with an estimated average price of $68.45.

Sold Out: Dollar Tree Inc (DLTR)

Laffer Tengler Investments sold out a holding in Dollar Tree Inc. The sale prices were between $84.54 and $106.32, with an estimated average price of $96.18.

Sold Out: Kimco Realty Corp (KIM)

Laffer Tengler Investments sold out a holding in Kimco Realty Corp. The sale prices were between $19.57 and $22.3, with an estimated average price of $21.38.

Sold Out: The Hershey Co (HSY)

Laffer Tengler Investments sold out a holding in The Hershey Co. The sale prices were between $168.68 and $182.13, with an estimated average price of $176.68.



Here is the complete portfolio of Laffer Tengler Investments. Also check out:

1. Laffer Tengler Investments's Undervalued Stocks
2. Laffer Tengler Investments's Top Growth Companies, and
3. Laffer Tengler Investments's High Yield stocks
4. Stocks that Laffer Tengler Investments keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus