- New Purchases: CAT, SCHW, YELP, CTAS, PAYX, FDX, BKNG, CPRT, ANET, AON, STMP, CNSWF, APD, AX, BRKR, MAR, XOM, BKU, EXG,
- Added Positions: EA, PETS, VNOM, CTSH, PATK, SEDG, TNET, GPK, TEL, AOS, CDK, EXP, SKX, LKQ, PNFP, LOGM, FUN, NTES, CC, LITE, CRTO, AVY, SFM, INGR, CBRE, ARMK, SIX, ODFL, BLD, BX, VMC, KSU, SSB, ALB, MTD, NCLH, WBC, ST, CATY, PKG, INVA, MMC, FANG, ENR, RHP, MIDD, IPG, HIW, HAS, ALLE, BC, EQCPD.PFD, GLPI, LAMR, TMUS, EQC, GNTX, SBAC, LII, D, AEE, IDA, SGU, IFF, NUVA,
- Reduced Positions: GHDX, EEFT, DG, TU, AWK, TSCO, AJG, TROW, IRBT, ROST, ORLY, HSIC, SABR, MHK, TREX, SIGI, CENTA, FBHS, PLAY, KAR, DNKN, NSP, ADS, RMR, WAL, JCOM, CMCSA, UTHR, HIFR,
- Sold Out: ESRX, CRUS, DLX, APOG, ROG, NTRS, FORM, OC, DOOR, EEX, COHR, DXC, SSD, ZAGG, HD, IMAX, NUAN, FFIV, FDN,
For the details of Aurora Investment Counsel's stock buys and sells, go to https://www.gurufocus.com/guru/aurora+investment+counsel/current-portfolio/portfolio
These are the top 5 holdings of Aurora Investment Counsel- NetEase Inc (NTES) - 12,967 shares, 1.66% of the total portfolio. Shares added by 7.07%
- T-Mobile US Inc (TMUS) - 45,426 shares, 1.57% of the total portfolio. Shares added by 2.09%
- Hasbro Inc (HAS) - 33,199 shares, 1.47% of the total portfolio. Shares added by 3.04%
- Lamar Advertising Co (LAMR) - 38,221 shares, 1.44% of the total portfolio. Shares added by 1.94%
- Walt Disney Co (DIS) - 23,117 shares, 1.38% of the total portfolio. Shares added by 0.82%
Aurora Investment Counsel initiated holding in Caterpillar Inc. The purchase prices were between $112.34 and $158.22, with an estimated average price of $129.45. The stock is now traded at around $138.92. The impact to a portfolio due to this purchase was 1.29%. The holding were 18,630 shares as of .
New Purchase: Charles Schwab Corp (SCHW)Aurora Investment Counsel initiated holding in Charles Schwab Corp. The purchase prices were between $38.25 and $52.17, with an estimated average price of $45.02. The stock is now traded at around $45.71. The impact to a portfolio due to this purchase was 1.22%. The holding were 54,074 shares as of .
New Purchase: Yelp Inc (YELP)Aurora Investment Counsel initiated holding in Yelp Inc. The purchase prices were between $30.67 and $47.99, with an estimated average price of $37.77. The stock is now traded at around $37.99. The impact to a portfolio due to this purchase was 1.17%. The holding were 61,339 shares as of .
New Purchase: Cintas Corp (CTAS)Aurora Investment Counsel initiated holding in Cintas Corp. The purchase prices were between $156.02 and $196.04, with an estimated average price of $178.18. The stock is now traded at around $202.98. The impact to a portfolio due to this purchase was 1.08%. The holding were 11,792 shares as of .
New Purchase: Paychex Inc (PAYX)Aurora Investment Counsel initiated holding in Paychex Inc. The purchase prices were between $61.64 and $74.78, with an estimated average price of $67.57. The stock is now traded at around $75.35. The impact to a portfolio due to this purchase was 1.07%. The holding were 30,135 shares as of .
New Purchase: FedEx Corp (FDX)Aurora Investment Counsel initiated holding in FedEx Corp. The purchase prices were between $152.7 and $240.94, with an estimated average price of $210.41. The stock is now traded at around $182.27. The impact to a portfolio due to this purchase was 1.06%. The holding were 12,081 shares as of .
Added: Electronic Arts Inc (EA)Aurora Investment Counsel added to a holding in Electronic Arts Inc by 55.02%. The purchase prices were between $74.72 and $117.05, with an estimated average price of $90.79. The stock is now traded at around $96.86. The impact to a portfolio due to this purchase was 0.42%. The holding were 27,243 shares as of .
Added: PetMed Express Inc (PETS)Aurora Investment Counsel added to a holding in PetMed Express Inc by 59.68%. The purchase prices were between $22.42 and $31.77, with an estimated average price of $26.48. The stock is now traded at around $22.71. The impact to a portfolio due to this purchase was 0.35%. The holding were 73,435 shares as of .
Added: Viper Energy Partners LP (VNOM)Aurora Investment Counsel added to a holding in Viper Energy Partners LP by 34.12%. The purchase prices were between $22.95 and $43.78, with an estimated average price of $32.33. The stock is now traded at around $35.64. The impact to a portfolio due to this purchase was 0.29%. The holding were 79,441 shares as of .
Added: Cognizant Technology Solutions Corp (CTSH)Aurora Investment Counsel added to a holding in Cognizant Technology Solutions Corp by 47.18%. The purchase prices were between $60.02 and $77.28, with an estimated average price of $69.29. The stock is now traded at around $71.34. The impact to a portfolio due to this purchase was 0.28%. The holding were 25,388 shares as of .
Added: Patrick Industries Inc (PATK)Aurora Investment Counsel added to a holding in Patrick Industries Inc by 113.77%. The purchase prices were between $27.83 and $58.12, with an estimated average price of $41.93. The stock is now traded at around $47.04. The impact to a portfolio due to this purchase was 0.27%. The holding were 31,555 shares as of .
Added: SolarEdge Technologies Inc (SEDG)Aurora Investment Counsel added to a holding in SolarEdge Technologies Inc by 43.68%. The purchase prices were between $33.41 and $42.61, with an estimated average price of $38.23. The stock is now traded at around $42.11. The impact to a portfolio due to this purchase was 0.26%. The holding were 45,145 shares as of .
Sold Out: Express Scripts Holding Co (ESRX)Aurora Investment Counsel sold out a holding in Express Scripts Holding Co. The sale prices were between $91.99 and $101.47, with an estimated average price of $96.61.
Sold Out: Cirrus Logic Inc (CRUS)Aurora Investment Counsel sold out a holding in Cirrus Logic Inc. The sale prices were between $31.71 and $42.41, with an estimated average price of $37.05.
Sold Out: Deluxe Corp (DLX)Aurora Investment Counsel sold out a holding in Deluxe Corp. The sale prices were between $36.96 and $54.91, with an estimated average price of $47.42.
Sold Out: Apogee Enterprises Inc (APOG)Aurora Investment Counsel sold out a holding in Apogee Enterprises Inc. The sale prices were between $26.73 and $42.09, with an estimated average price of $35.73.
Sold Out: Rogers Corp (ROG)Aurora Investment Counsel sold out a holding in Rogers Corp. The sale prices were between $91 and $142.08, with an estimated average price of $119.25.
Sold Out: Northern Trust Corp (NTRS)Aurora Investment Counsel sold out a holding in Northern Trust Corp. The sale prices were between $77.26 and $106.72, with an estimated average price of $93.36.
Reduced: Genomic Health Inc (GHDX)Aurora Investment Counsel reduced to a holding in Genomic Health Inc by 49.3%. The sale prices were between $59.37 and $90.18, with an estimated average price of $70.2. The stock is now traded at around $78.35. The impact to a portfolio due to this sale was -0.68%. Aurora Investment Counsel still held 20,916 shares as of .
Reduced: Euronet Worldwide Inc (EEFT)Aurora Investment Counsel reduced to a holding in Euronet Worldwide Inc by 77.31%. The sale prices were between $96.7 and $120.53, with an estimated average price of $110.52. The stock is now traded at around $131.30. The impact to a portfolio due to this sale was -0.66%. Aurora Investment Counsel still held 4,100 shares as of .
Reduced: TELUS Corp (TU)Aurora Investment Counsel reduced to a holding in TELUS Corp by 49.66%. The sale prices were between $32.67 and $36.39, with an estimated average price of $34.77. The stock is now traded at around $35.77. The impact to a portfolio due to this sale was -0.46%. Aurora Investment Counsel still held 26,713 shares as of .
Reduced: Dollar General Corp (DG)Aurora Investment Counsel reduced to a holding in Dollar General Corp by 31.51%. The sale prices were between $98.85 and $117.53, with an estimated average price of $107.98. The stock is now traded at around $118.50. The impact to a portfolio due to this sale was -0.46%. Aurora Investment Counsel still held 19,196 shares as of .
Reduced: American Water Works Co Inc (AWK)Aurora Investment Counsel reduced to a holding in American Water Works Co Inc by 43.04%. The sale prices were between $86.31 and $97.8, with an estimated average price of $91.35. The stock is now traded at around $100.38. The impact to a portfolio due to this sale was -0.43%. Aurora Investment Counsel still held 13,703 shares as of .
Reduced: Tractor Supply Co (TSCO)Aurora Investment Counsel reduced to a holding in Tractor Supply Co by 30.21%. The sale prices were between $78.71 and $97.13, with an estimated average price of $89.53. The stock is now traded at around $97.01. The impact to a portfolio due to this sale was -0.38%. Aurora Investment Counsel still held 20,236 shares as of .
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