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Delphi Management, Inc. Buys Applied Materials Inc, Unum Group, Blackstone Mortgage Trust Inc, Sells Snap-on Inc, Microsemi Corp, XL Group

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May 14, 2018
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Investment company Delphi Management, Inc. buys Applied Materials Inc, Unum Group, Blackstone Mortgage Trust Inc, Norbord Inc, DXC Technology Co, Statoil ASA, The E W Scripps Co, Celgene Corp, Noble Energy Inc, BAE Systems PLC, sells Snap-on Inc, Microsemi Corp, XL Group, Sanmina Corp, Brunswick Corp during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Delphi Management, Inc.. As of 2018-03-31, Delphi Management, Inc. owns 82 stocks with a total value of $164 million. These are the details of the buys and sells.

For the details of Scott Black's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Scott+Black

These are the top 5 holdings of Scott Black
  1. Apple Inc (AAPL) - 33,695 shares, 3.44% of the total portfolio. Shares reduced by 7.46%
  2. Berkshire Hathaway Inc (BRK.B) - 27,893 shares, 3.38% of the total portfolio. Shares reduced by 8.34%
  3. Deluxe Corp (DLX) - 35,571 shares, 1.6% of the total portfolio. Shares reduced by 9.12%
  4. FedEx Corp (FDX) - 10,930 shares, 1.6% of the total portfolio. Shares reduced by 8.52%
  5. Intel Corp (INTC) - 50,624 shares, 1.6% of the total portfolio. Shares reduced by 14.85%
New Purchase: Applied Materials Inc (AMAT)

Delphi Management, Inc. initiated holding in Applied Materials Inc. The purchase prices were between $45.75 and $61.61, with an estimated average price of $55.67. The stock is now traded at around $55.69. The impact to a portfolio due to this purchase was 1.5%. The holding were 44,197 shares as of 2018-03-31.

New Purchase: Unum Group (UNM)

Delphi Management, Inc. initiated holding in Unum Group. The purchase prices were between $46.98 and $58.59, with an estimated average price of $52.25. The stock is now traded at around $38.09. The impact to a portfolio due to this purchase was 1.33%. The holding were 46,036 shares as of 2018-03-31.

New Purchase: Blackstone Mortgage Trust Inc (BXMT)

Delphi Management, Inc. initiated holding in Blackstone Mortgage Trust Inc. The purchase prices were between $29.8 and $32.18, with an estimated average price of $31.36. The stock is now traded at around $31.27. The impact to a portfolio due to this purchase was 1.32%. The holding were 69,075 shares as of 2018-03-31.

New Purchase: Norbord Inc (OSB)

Delphi Management, Inc. initiated holding in Norbord Inc. The purchase prices were between $32.89 and $38.95, with an estimated average price of $35.72. The stock is now traded at around $40.96. The impact to a portfolio due to this purchase was 1.25%. The holding were 56,354 shares as of 2018-03-31.

New Purchase: The E W Scripps Co (SSP)

Delphi Management, Inc. initiated holding in The E W Scripps Co. The purchase prices were between $11.89 and $16.83, with an estimated average price of $14.58. The stock is now traded at around $12.63. The impact to a portfolio due to this purchase was 1.11%. The holding were 151,936 shares as of 2018-03-31.

New Purchase: Celgene Corp (CELG)

Delphi Management, Inc. initiated holding in Celgene Corp. The purchase prices were between $84.98 and $109.14, with an estimated average price of $96. The stock is now traded at around $85.86. The impact to a portfolio due to this purchase was 1.1%. The holding were 20,260 shares as of 2018-03-31.

Added: DXC Technology Co (DXC)

Delphi Management, Inc. added to a holding in DXC Technology Co by 498.35%. The purchase prices were between $91.92 and $107.31, with an estimated average price of $101.19. The stock is now traded at around $103.69. The impact to a portfolio due to this purchase was 1.24%. The holding were 24,341 shares as of 2018-03-31.

Added: Statoil ASA (STO)

Delphi Management, Inc. added to a holding in Statoil ASA by 306.04%. The purchase prices were between $21.51 and $24.26, with an estimated average price of $22.97. The stock is now traded at around $27.33. The impact to a portfolio due to this purchase was 1.12%. The holding were 103,012 shares as of 2018-03-31.

Added: Celanese Corp (CE)

Delphi Management, Inc. added to a holding in Celanese Corp by 236.96%. The purchase prices were between $96.72 and $112.96, with an estimated average price of $105.56. The stock is now traded at around $108.32. The impact to a portfolio due to this purchase was 0.92%. The holding were 21,535 shares as of 2018-03-31.

Added: Gray Television Inc (GTN)

Delphi Management, Inc. added to a holding in Gray Television Inc by 219.71%. The purchase prices were between $11.85 and $17.8, with an estimated average price of $15.09. The stock is now traded at around $11.83. The impact to a portfolio due to this purchase was 0.8%. The holding were 150,042 shares as of 2018-03-31.

Added: Tech Data Corp (TECD)

Delphi Management, Inc. added to a holding in Tech Data Corp by 82.71%. The purchase prices were between $79.35 and $107.62, with an estimated average price of $97.26. The stock is now traded at around $82.38. The impact to a portfolio due to this purchase was 0.51%. The holding were 21,609 shares as of 2018-03-31.

Added: Spectrum Brands Holdings Inc (SPB)

Delphi Management, Inc. added to a holding in Spectrum Brands Holdings Inc by 116.47%. The purchase prices were between $90.12 and $125.23, with an estimated average price of $107.58. The stock is now traded at around $75.17. The impact to a portfolio due to this purchase was 0.43%. The holding were 12,618 shares as of 2018-03-31.

Sold Out: Snap-on Inc (SNA)

Delphi Management, Inc. sold out a holding in Snap-on Inc. The sale prices were between $146.26 and $183.76, with an estimated average price of $164.35.

Sold Out: Microsemi Corp (MSCC)

Delphi Management, Inc. sold out a holding in Microsemi Corp. The sale prices were between $53.17 and $67.44, with an estimated average price of $61.77.

Sold Out: XL Group Ltd (XL)

Delphi Management, Inc. sold out a holding in XL Group Ltd. The sale prices were between $34.02 and $55.92, with an estimated average price of $43.89.

Sold Out: Sanmina Corp (SANM)

Delphi Management, Inc. sold out a holding in Sanmina Corp. The sale prices were between $25.55 and $35.45, with an estimated average price of $28.59.

Sold Out: Brunswick Corp (BC)

Delphi Management, Inc. sold out a holding in Brunswick Corp. The sale prices were between $55.22 and $63.24, with an estimated average price of $59.03.

Sold Out: Nova Measuring Instruments Ltd (NVMI)

Delphi Management, Inc. sold out a holding in Nova Measuring Instruments Ltd. The sale prices were between $24.37 and $29.62, with an estimated average price of $27.25.



Here is the complete portfolio of Scott Black. Also check out:

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2. Scott Black's Top Growth Companies, and
3. Scott Black's High Yield stocks
4. Stocks that Scott Black keeps buying
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