- New Purchases: AJG, 1WG, IFF, CMG, 5711, W, ILMN, LLY, VNOM, QCOM, RDS.A, RWR, IEFA, TRI, ACV, IRM, IEP, RWX, CI, CCJ, AINV, YUM, THQ, WAB, TAK, SRCL, IVW, GMRE, FTV, EA, AMAL, YUMC,
- Added Positions: CSCO, CMCSA, COP, ED, EOG, ECL, HON, LMT, HPQ, TIP, GRMN, SBUX, HAS, BAC, ACN, MDY, FITB, APU, INTC, PFE, EFA, WM, CB, CVS, UTX, VEA, EEM, A, AVB, IWR, PG, VZ, IWM, UPS, JNJ, ET, IVV, BT, TGTX, LDP, TDOC, TGT, DIS, WY, PXD, TROW, SCHE, SYY, SYK, TYG, HES, CTSH, CLX, CVX, CATS, ITW, ICE, IBM, DWDP, BAB, IVE, IJR, ADP, BBT, AMT, AFL, CGC, DUK, JEC, HTD, MDLZ, NWN, PEG, STT, HD, PDT, GS, TXN,
- Reduced Positions: SPGI, AMZN, AAPL, PYPL, MAR, GOOG, GOOGL, MRK, BRK.B, HUM, AMGN, COST, HAE, UNP, PEP, PSX, CTXS, MKC, SSO, MSFT, DHR, V, GLD, XOM, TJX, EMR, FRC, PLD, PNC, PAA, KHC, LIN, BX, HASI, FB, ZTS, CL, MMM, ADBE, ENB, SFL, SLB, IJH, INTU, MSCI, SPY, VWO, AWK, BDX, VNQ, BLK, PRU, APD, MO, ROP, AKBA, CEF, WMB, JW.A, VOD, VCR, VTI, BND, USB, APO, UA, ATVI, SIVB, RNR, T, HHC, CSWI, GMLP, GLNG, GILD, GIS, GE, GGN, QTEC, DEO, FDX, CHD, CHKP, BGCP, ORCL, NMRK, MSI, BA, BMY, MCD, CG, CAT, CDW, LRCX, EL,
- Sold Out: SU, MBFI, WES, GPS, AMCX, AM, CNC, SCS, TOCB, AROC, 55O1, HOLX, NML, PAYX, SHPG, SIRI, SJM, FWONK, APC, CII, CCLP, DCI, FSLR, GPC, IP, LBRDA, LEXEA, LILAK,
For the details of BALDWIN BROTHERS INC's stock buys and sells, go to https://www.gurufocus.com/guru/baldwin+brothers+inc/current-portfolio/portfolio
These are the top 5 holdings of BALDWIN BROTHERS INC- Amazon.com Inc (AMZN) - 17,023 shares, 4.53% of the total portfolio. Shares reduced by 14.1%
- Microsoft Corp (MSFT) - 205,361 shares, 3.62% of the total portfolio. Shares reduced by 1.43%
- Apple Inc (AAPL) - 126,625 shares, 3.60% of the total portfolio. Shares reduced by 15.6%
- Alphabet Inc (GOOGL) - 18,577 shares, 3.27% of the total portfolio. Shares reduced by 5.64%
- Berkshire Hathaway Inc (BRK.B) - 83,061 shares, 2.50% of the total portfolio. Shares reduced by 6.21%
Baldwin Brothers Inc initiated holding in Arthur J. Gallagher & Co. The purchase prices were between $70.54 and $80.64, with an estimated average price of $76.98. The stock is now traded at around $81.91. The impact to a portfolio due to this purchase was 0.23%. The holding were 19,575 shares as of .
New Purchase: Western Midstream Partners LP (1WG)Baldwin Brothers Inc initiated holding in Western Midstream Partners LP. The purchase prices were between $23.82 and $29.29, with an estimated average price of $27.51. The stock is now traded at around $29.92. The impact to a portfolio due to this purchase was 0.07%. The holding were 14,642 shares as of .
New Purchase: Chipotle Mexican Grill Inc (CMG)Baldwin Brothers Inc initiated holding in Chipotle Mexican Grill Inc. The purchase prices were between $431.79 and $710.31, with an estimated average price of $577.1. The stock is now traded at around $703.82. The impact to a portfolio due to this purchase was 0.06%. The holding were 566 shares as of .
New Purchase: International Flavors & Fragrances Inc (IFF)Baldwin Brothers Inc initiated holding in International Flavors & Fragrances Inc. The purchase prices were between $122.54 and $145.88, with an estimated average price of $132.68. The stock is now traded at around $136.35. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,905 shares as of .
New Purchase: Antero Midstream Corp (5711)Baldwin Brothers Inc initiated holding in Antero Midstream Corp. The purchase prices were between $9.35 and $12.49, with an estimated average price of $11.33. The stock is now traded at around $12.11. The impact to a portfolio due to this purchase was 0.05%. The holding were 23,401 shares as of .
New Purchase: Wayfair Inc (W)Baldwin Brothers Inc initiated holding in Wayfair Inc. The purchase prices were between $84.58 and $171.57, with an estimated average price of $129.25. The stock is now traded at around $151.47. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,806 shares as of .
Added: Cisco Systems Inc (CSCO)Baldwin Brothers Inc added to a holding in Cisco Systems Inc by 347.24%. The purchase prices were between $41.07 and $53.99, with an estimated average price of $48.46. The stock is now traded at around $56.70. The impact to a portfolio due to this purchase was 0.89%. The holding were 140,832 shares as of .
Added: Comcast Corp (CMCSA)Baldwin Brothers Inc added to a holding in Comcast Corp by 465.21%. The purchase prices were between $34.05 and $40.47, with an estimated average price of $37.55. The stock is now traded at around $42.12. The impact to a portfolio due to this purchase was 0.51%. The holding were 104,145 shares as of .
Added: ConocoPhillips (COP)Baldwin Brothers Inc added to a holding in ConocoPhillips by 214.05%. The purchase prices were between $62.18 and $70.65, with an estimated average price of $67.25. The stock is now traded at around $66.04. The impact to a portfolio due to this purchase was 0.44%. The holding were 64,478 shares as of .
Added: Consolidated Edison Inc (ED)Baldwin Brothers Inc added to a holding in Consolidated Edison Inc by 36.64%. The purchase prices were between $74.45 and $85.68, with an estimated average price of $79.78. The stock is now traded at around $84.43. The impact to a portfolio due to this purchase was 0.43%. The holding were 127,901 shares as of .
Added: EOG Resources Inc (EOG)Baldwin Brothers Inc added to a holding in EOG Resources Inc by 35.27%. The purchase prices were between $86.26 and $101.05, with an estimated average price of $95.33. The stock is now traded at around $105.57. The impact to a portfolio due to this purchase was 0.33%. The holding were 87,952 shares as of .
Added: Ecolab Inc (ECL)Baldwin Brothers Inc added to a holding in Ecolab Inc by 25.10%. The purchase prices were between $141.54 and $176.54, with an estimated average price of $162.08. The stock is now traded at around $184.33. The impact to a portfolio due to this purchase was 0.25%. The holding were 47,891 shares as of .
Sold Out: Suncor Energy Inc (SU)Baldwin Brothers Inc sold out a holding in Suncor Energy Inc. The sale prices were between $27.97 and $34.73, with an estimated average price of $32.5.
Sold Out: MB Financial Inc (MBFI)Baldwin Brothers Inc sold out a holding in MB Financial Inc. The sale prices were between $39.63 and $47.22, with an estimated average price of $44.26.
Sold Out: Gap Inc (GPS)Baldwin Brothers Inc sold out a holding in Gap Inc. The sale prices were between $24.52 and $29.51, with an estimated average price of $25.55.
Sold Out: Western Midstream Partners LP (WES)Baldwin Brothers Inc sold out a holding in Western Midstream Partners LP. The sale prices were between $42.23 and $51.27, with an estimated average price of $47.88.
Sold Out: AMC Networks Inc (AMCX)Baldwin Brothers Inc sold out a holding in AMC Networks Inc. The sale prices were between $54.88 and $66.39, with an estimated average price of $61.44.
Sold Out: Antero Midstream Corp (AM)Baldwin Brothers Inc sold out a holding in Antero Midstream Corp. The sale prices were between $21.39 and $26.68, with an estimated average price of $24.51.
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