Tortoise Index Solutions, LLC Buys Zurn Water Solutions Corp, American Water Works Co Inc, Hess Midstream LP, Sells , Primo Water Corp, Affirm Holdings Inc

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Feb 18, 2022
Investment company Tortoise Index Solutions, LLC (Current Portfolio) buys Zurn Water Solutions Corp, American Water Works Co Inc, Hess Midstream LP, Montrose Environmental Group Inc, DocuSign Inc, sells , Primo Water Corp, Affirm Holdings Inc, American Express Co, GreenSky Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Tortoise Index Solutions, LLC. As of 2021Q4, Tortoise Index Solutions, LLC owns 111 stocks with a total value of $454 million. These are the details of the buys and sells.

For the details of Tortoise Index Solutions, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tortoise+index+solutions%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Tortoise Index Solutions, LLC
  1. Enbridge Inc (ENB) - 844,386 shares, 7.27% of the total portfolio. Shares added by 12.00%
  2. TC Energy Corp (TRP) - 697,444 shares, 7.15% of the total portfolio. Shares added by 11.39%
  3. Kinder Morgan Inc (KMI) - 1,956,746 shares, 6.84% of the total portfolio. Shares added by 3.85%
  4. Williams Companies Inc (WMB) - 1,174,997 shares, 6.74% of the total portfolio. Shares added by 0.04%
  5. ONEOK Inc (OKE) - 447,513 shares, 5.79% of the total portfolio. Shares added by 3.88%
New Purchase: Zurn Water Solutions Corp (ZWS)

Tortoise Index Solutions, LLC initiated holding in Zurn Water Solutions Corp. The purchase prices were between $31.28 and $37.9, with an estimated average price of $36.1. The stock is now traded at around $32.990000. The impact to a portfolio due to this purchase was 0.23%. The holding were 28,159 shares as of 2021-12-31.

New Purchase: Marqeta Inc (MQ)

Tortoise Index Solutions, LLC initiated holding in Marqeta Inc. The purchase prices were between $15.76 and $33.25, with an estimated average price of $22.3. The stock is now traded at around $9.995000. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,480 shares as of 2021-12-31.

New Purchase: Nuvei Corp (NVEI)

Tortoise Index Solutions, LLC initiated holding in Nuvei Corp. The purchase prices were between $49.77 and $137.01, with an estimated average price of $98.59. The stock is now traded at around $53.110000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,318 shares as of 2021-12-31.

New Purchase: Global E Online Ltd (GLBE)

Tortoise Index Solutions, LLC initiated holding in Global E Online Ltd. The purchase prices were between $48.19 and $67.11, with an estimated average price of $60.08. The stock is now traded at around $39.210000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,379 shares as of 2021-12-31.

New Purchase: Paymentus Holdings Inc (PAY)

Tortoise Index Solutions, LLC initiated holding in Paymentus Holdings Inc. The purchase prices were between $23.13 and $35, with an estimated average price of $27.68. The stock is now traded at around $21.310100. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 431 shares as of 2021-12-31.

New Purchase: Paymentus Holdings Inc (PAY)

Tortoise Index Solutions, LLC initiated holding in Paymentus Holdings Inc. The purchase prices were between $23.13 and $35, with an estimated average price of $27.68. The stock is now traded at around $21.310100. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 431 shares as of 2021-12-31.

Added: American Water Works Co Inc (AWK)

Tortoise Index Solutions, LLC added to a holding in American Water Works Co Inc by 20.27%. The purchase prices were between $167.8 and $188.86, with an estimated average price of $174.87. The stock is now traded at around $147.830000. The impact to a portfolio due to this purchase was 0.2%. The holding were 28,067 shares as of 2021-12-31.

Added: Montrose Environmental Group Inc (MEG)

Tortoise Index Solutions, LLC added to a holding in Montrose Environmental Group Inc by 105.76%. The purchase prices were between $60 and $78.21, with an estimated average price of $69.5. The stock is now traded at around $44.440000. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,068 shares as of 2021-12-31.

Added: Hess Midstream LP (HESM)

Tortoise Index Solutions, LLC added to a holding in Hess Midstream LP by 45.29%. The purchase prices were between $23.88 and $29.04, with an estimated average price of $25.9. The stock is now traded at around $29.540000. The impact to a portfolio due to this purchase was 0.05%. The holding were 25,518 shares as of 2021-12-31.

Added: DocuSign Inc (DOCU)

Tortoise Index Solutions, LLC added to a holding in DocuSign Inc by 54.55%. The purchase prices were between $135.09 and $284.11, with an estimated average price of $226.68. The stock is now traded at around $110.520000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,411 shares as of 2021-12-31.

Added: PayPal Holdings Inc (PYPL)

Tortoise Index Solutions, LLC added to a holding in PayPal Holdings Inc by 21.94%. The purchase prices were between $179.32 and $271.7, with an estimated average price of $214.83. The stock is now traded at around $104.135000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,657 shares as of 2021-12-31.

Sold Out: (ENBL)

Tortoise Index Solutions, LLC sold out a holding in . The sale prices were between $6.95 and $8.68, with an estimated average price of $8.06.

Sold Out: Primo Water Corp (PRMW)

Tortoise Index Solutions, LLC sold out a holding in Primo Water Corp. The sale prices were between $15.77 and $19.61, with an estimated average price of $17.19.

Sold Out: GreenSky Inc (GSKY)

Tortoise Index Solutions, LLC sold out a holding in GreenSky Inc. The sale prices were between $10.97 and $12.54, with an estimated average price of $11.73.



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