- New Purchases: NHI, CBRE, MCO, VRSN, BAC, PKG, PM,
- Added Positions: AMZN, MAA, DIS, XOM, DLR, ABBV, IBM, UNH, VZ, MSFT,
- Reduced Positions: HII, DWDP, INTC, CVX, ABT, AAPL, SPGI, MKC, EMR, AMAT, WMT, CAT, SLB, FIS, WM,
For the details of Pettee Investors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/pettee+investors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Pettee Investors, Inc.- Johnson & Johnson (JNJ) - 133,959 shares, 12.07% of the total portfolio.
- JPMorgan Chase & Co (JPM) - 84,453 shares, 5.51% of the total portfolio. Shares added by 0.49%
- Pfizer Inc (PFE) - 136,946 shares, 3.75% of the total portfolio. Shares added by 0.29%
- Exxon Mobil Corp (XOM) - 67,122 shares, 3.50% of the total portfolio. Shares added by 1.06%
- Procter & Gamble Co (PG) - 43,091 shares, 2.89% of the total portfolio.
Pettee Investors, Inc. initiated holding in National Health Investors Inc. The purchase prices were between $74.05 and $84.57, with an estimated average price of $79.49. The stock is now traded at around $75.27. The impact to a portfolio due to this purchase was 0.68%. The holding were 13,365 shares as of .
New Purchase: CBRE Group Inc (CBRE)Pettee Investors, Inc. initiated holding in CBRE Group Inc. The purchase prices were between $37.89 and $50.89, with an estimated average price of $46.85. The stock is now traded at around $51.74. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,945 shares as of .
New Purchase: Moody's Corporation (MCO)Pettee Investors, Inc. initiated holding in Moody's Corporation. The purchase prices were between $136.18 and $181.99, with an estimated average price of $163.94. The stock is now traded at around $195.54. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,246 shares as of .
New Purchase: VeriSign Inc (VRSN)Pettee Investors, Inc. initiated holding in VeriSign Inc. The purchase prices were between $142.59 and $185.38, with an estimated average price of $171.14. The stock is now traded at around $199.85. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,300 shares as of .
New Purchase: Packaging Corp of America (PKG)Pettee Investors, Inc. initiated holding in Packaging Corp of America. The purchase prices were between $82.89 and $101.06, with an estimated average price of $94.86. The stock is now traded at around $99.21. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,015 shares as of .
New Purchase: Bank of America Corporation (BAC)Pettee Investors, Inc. initiated holding in Bank of America Corporation. The purchase prices were between $24.56 and $29.82, with an estimated average price of $28.23. The stock is now traded at around $30.35. The impact to a portfolio due to this purchase was 0.13%. The holding were 7,571 shares as of .
Added: Digital Realty Trust Inc (DLR)Pettee Investors, Inc. added to a holding in Digital Realty Trust Inc by 23.16%. The purchase prices were between $101.83 and $119.64, with an estimated average price of $111.48. The stock is now traded at around $116.80. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,340 shares as of .
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