Aurora Investment Counsel Buys Caterpillar Inc, Charles Schwab Corp, Yelp Inc, Sells Express Scripts Holding Co, Cirrus Logic Inc, Deluxe Corp

Atlanta, GA, based Investment company Aurora Investment Counsel buys Caterpillar Inc, Charles Schwab Corp, Yelp Inc, Cintas Corp, Paychex Inc, FedEx Corp, Booking Holdings Inc, Copart Inc, Arista Networks Inc, Aon PLC, Stamps.com Inc, Constellation Software Inc, Air Products & Chemicals Inc, Axos Financial Inc, Bruker Corp, Marriott International Inc, Electronic Arts Inc, Exxon Mobil Corp, PetMed Express Inc, Viper Energy Partners LP, Cognizant Technology Solutions Corp, Patrick Industries Inc, SolarEdge Technologies Inc, Trinet Group Inc, TE Connectivity, A.O. Smith Corp, BankUnited Inc, Pinnacle Financial Partners Inc, Lumentum Holdings Inc, Eaton Vance Tax-Mgd Glbl Div Eq Inc, sells Express Scripts Holding Co, Cirrus Logic Inc, Deluxe Corp, Apogee Enterprises Inc, Rogers Corp, Northern Trust Corp, FormFactor Inc, Owens-Corning Inc, Genomic Health Inc, Euronet Worldwide Inc, Masonite International Corp, Emerald Expositions Events Inc, DXC Technology Co, Coherent Inc, Dollar General Corp, TELUS Corp, American Water Works Co Inc, Simpson Manufacturing Co Inc, Zagg Inc, Tractor Supply Co, T. Rowe Price Group Inc, Arthur J. Gallagher, iRobot Corp, Ross Stores Inc, The Home Depot Inc, Imax Corp, Nuance Communications Inc, F5 Networks Inc, First Trust DJ Internet Index Fund during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Aurora Investment Counsel. As of 2018Q4, Aurora Investment Counsel owns 117 stocks with a total value of $184 million. These are the details of the buys and sells.

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
  1. NetEase Inc (NTES) - 12,967 shares, 1.66% of the total portfolio. Shares added by 7.07%
  2. T-Mobile US Inc (TMUS) - 45,426 shares, 1.57% of the total portfolio. Shares added by 2.09%
  3. Hasbro Inc (HAS) - 33,199 shares, 1.47% of the total portfolio. Shares added by 3.04%
  4. Lamar Advertising Co (LAMR) - 38,221 shares, 1.44% of the total portfolio. Shares added by 1.94%
  5. Walt Disney Co (DIS) - 23,117 shares, 1.38% of the total portfolio. Shares added by 0.82%
New Purchase: Caterpillar Inc (CAT)

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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