- New Purchases: ETRN, AZPN, ORCL, CDW, SJM, TSN, JAZZ, ANET, KLAC, CAH, RCL, NCLH, HLT, VAC, CIT, SAIC, HP, BWA, JBLU, BKH, BERY, NUE, VVV, IBTX, PLYM, EBS, CORT, AIRG, CTL, DVN, ANIP, ACOR, BPOP, PCMI, NATI, OII, CMCO, SWM, CSGS, ICHR, BHE, AR, CNSL, ABT, GCO, PM, IPHS, SOHO, VGR, USNA, BBSI,
- Added Positions: CIEN, FE, QRTEA, ASH, CI, ATGE, EQT, EVRG, SFLY, ADS, ABC, MOH, AGN, GILD, JNJ, MCK, BURL, WCG, MFA, UTHR, BIIB, EQIX, SYY, ANTM, AVB, CTXS, UGI, FDX, HOLX, TTMI, AER, DAL, FHB, FNHC, HCKT, CRAI, CBT, ENS, BEN, GNTX, HSII, MKL, NSSC, ORLY, MD, BREW, TSCO, UAL, UFPT, WMT, AAN, LMAT, HCCI, HCI, DISCK, MG, CLW, TOWR, AKS, AMOT, AMZN, DOX, AMNB, ARCB, AROW, BFIN, BELFB, EAT, CAL, BBW, CVU, CNTY, CHS, CMCSA, CVGI, CMTL, CTO, MCF, INGR, CVTI, CULP, CYBE, DSPG, DAKT, DLX, UFS, ASNA, DCO, BOOM, EBF, FMNB, FBIZ, FCBC, FDEF, THFF, FFIC, ROCK, EVRI, GHM, GEF, HALL, HBIO, HVT, IBCP, JKHY, JOUT, LOW, MCBC, MPX, MRLN, MTRX, TLRD, MBWM, MSEX, MCRI, MS, MYE, NVEC, EPM, NLS, NBN, NRIM, NUS, OIS, OMN, OPY, ORRF, CNXN, PCTI, PRGX, RDI, RTIX, RGS, UBNK, RCKY, RUTH, SHLO, SCVL, SIG, SLP, SPAR, STLD, DWSN, TGA, TACT, TRNS, TUP, UIS, UCFC, USAP, ULH, UTMD, MNTX, DIS, WOR, INTT, COWN, TA, III, TTGT, TITN, ORN, RLGT, PFIE, PCOM, LOGM, FF, ADUS, CRHM, VPG, TTS, RM, TLYS, FSBW, HTBI, NGVC, OFS, GMRE, ERA, AFH, BRSS, FI, PBPB, TCS, BHR, GOOG, SPWH, HRTG, PIRS, VEC, ENFC, NXRT, PUB, SPNE, BNED, JAX, AFI, TPB, SYRS, ZYME, RBB, HBB,
- Reduced Positions: SPB, AAPL, MRK, PFE, URBN, WU, DVA, DG, TDG, PRGS, ALK, DOV, MRVL, KEYS, CDNS, WYND, BA, DAN, PAYC, GPN, GRMN, ALLY, EPR, AIZ, STAG, QTS, SYF, ANSS, BAC, BDC, CPE, DECK, PNFP, UHS, POR, AIG, AMT, APH, BIG, CMA, FNF, FISV, GWR, ITT, INTC, LAMR, MAS, SPGI, PAYX, PB, RSG, THS, ACM, CFX, ATUS, AGCO, CSL, EMN, EE, HIG, JEC, OI, ARGO, PFG, PRSC, PRU, RHI, SBNY, SXI, TCBI, TSS, UNM, BGS, SBRA, APTV, OMF, GWB, ATU, AMP, APA, AZO, BP, CATY, CVX, CSCO, CCK, ENTG, FITB, FUL, HRC, HUN, JCI, LNC, MRO, MEI, MET, MSA, MOD, MSI, NXST, OCFC, OXM, PLAB, POL, PWR, RDS.A, R, SWN, SP, TCF, SKT, TGT, TOT, UBSH, URI, WSFS, ZBH, AYR, DFS, LEA, FN, SAVE, ESI, WBT, MGP, DFIN, APD, ALV, BANF, BXS, CE, C, CLH, COLB, COP, CMI, DE, EIX, EMR, XOM, FNB, FLIC, FULT, GIS, GS, GPOR, HAL, HWC, NSIT, TILE, IP, LM, NRG, PH, PDCE, PLT, PEG, RRGB, RF, RS, STBA, SYBT, SAIA, SASR, SLB, SON, SO, SPTN, SYKE, RIG, VFC, WM, KBR, TMUS, TWO, NX, QEP, HCA, BLMN, CFG, LBRDK, MCRN, PTGX, ANF, NSP, AKAM, AEE, AEP, AMSWA, ACGL, ASB, AVT, BOKF, BOH, SAM, CACI, CVBF, CECO, CHK, FIX, CBSH, DBI, DDS, DIOD, ETFC, EME, EPC, ETR, EEFT, EXC, FICO, FII, CLGX, FLR, GE, GABC, HFC, HBAN, BCOR, JPM, LKFN, LSTR, LAZ, LMT, LPX, LMNX, MANT, MANH, NBR, NDAQ, ES, NUAN, OGE, OSBC, OTEX, PNM, PDCO, PBCT, PVH, RDNT, PFS, QCRH, DGX, RBC, SNBR, LUV, SRI, SPN, SNV, TDS, TESS, TOL, UNT, VRSN, VZ, WAFD, WTS, WSBF, WSBC, WCC, WDC, WLK, INT, ZION, ZIXI, ICFI, LDOS, TDC, ZAGG, HI, KRA, FIBK, SIX, LYB, GM, SXC, LPI, FB, TPH, BCC, SEAS, HDS, NWSA, TPRE, NGHC, BSIG, FRPT, KALV, BKI, ATKR, ATH, WOW,
- Sold Out: PCG, DHI, QCOM, FFIV, GLW, HD, DHR, AMGN, BBY, CELG, VVC, STI, MOG.A, NOV, RPM, BLL, VSTO, EFC, INVA, AGFS, QADA, UEPS, HRB, GPK, CENX, DF, ABBV, FLO, QUAD, CPS, MA, GCI,
For the details of WEDGE CAPITAL MANAGEMENT L L P's stock buys and sells, go to https://www.gurufocus.com/guru/wedge+capital+management+l+l+p/current-portfolio/portfolio
These are the top 5 holdings of WEDGE CAPITAL MANAGEMENT L L P- Universal Health Services Inc (UHS) - 1,442,569 shares, 2.20% of the total portfolio. Shares reduced by 2.22%
- Ally Financial Inc (ALLY) - 6,892,973 shares, 2.16% of the total portfolio. Shares reduced by 3.89%
- TransDigm Group Inc (TDG) - 345,183 shares, 1.79% of the total portfolio. Shares reduced by 14.81%
- Zimmer Biomet Holdings Inc (ZBH) - 1,183,358 shares, 1.72% of the total portfolio. Shares reduced by 1.21%
- FirstEnergy Corp (FE) - 3,314,848 shares, 1.57% of the total portfolio. Shares added by 31.46%
Wedge Capital Management L L P initiated holding in Equitrans Midstream Corp. The purchase prices were between $17.64 and $21.78, with an estimated average price of $20.03. The stock is now traded at around $20.48. The impact to a portfolio due to this purchase was 1.1%. The holding were 4,416,560 shares as of .
New Purchase: Oracle Corp (ORCL)Wedge Capital Management L L P initiated holding in Oracle Corp. The purchase prices were between $44.78 and $54.04, with an estimated average price of $50.84. The stock is now traded at around $54.65. The impact to a portfolio due to this purchase was 0.51%. The holding were 825,514 shares as of .
New Purchase: Aspen Technology Inc (AZPN)Wedge Capital Management L L P initiated holding in Aspen Technology Inc. The purchase prices were between $78.92 and $106.02, with an estimated average price of $96.63. The stock is now traded at around $119.47. The impact to a portfolio due to this purchase was 0.51%. The holding were 430,480 shares as of .
New Purchase: CDW Corp (CDW)Wedge Capital Management L L P initiated holding in CDW Corp. The purchase prices were between $77.13 and $98.58, with an estimated average price of $89.08. The stock is now traded at around $107.56. The impact to a portfolio due to this purchase was 0.5%. The holding were 453,320 shares as of .
New Purchase: JM Smucker Co (SJM)Wedge Capital Management L L P initiated holding in JM Smucker Co. The purchase prices were between $93.49 and $116.5, with an estimated average price of $104.33. The stock is now traded at around $122.41. The impact to a portfolio due to this purchase was 0.5%. The holding were 378,352 shares as of .
New Purchase: Tyson Foods Inc (TSN)Wedge Capital Management L L P initiated holding in Tyson Foods Inc. The purchase prices were between $53.35 and $69.43, with an estimated average price of $61.77. The stock is now traded at around $75.00. The impact to a portfolio due to this purchase was 0.48%. The holding were 606,537 shares as of .
Added: Ciena Corp (CIEN)Wedge Capital Management L L P added to a holding in Ciena Corp by 4444.83%. The purchase prices were between $32.87 and $43.68, with an estimated average price of $38.77. The stock is now traded at around $38.65. The impact to a portfolio due to this purchase was 0.43%. The holding were 1,040,039 shares as of .
Added: FirstEnergy Corp (FE)Wedge Capital Management L L P added to a holding in FirstEnergy Corp by 31.46%. The purchase prices were between $36.71 and $42, with an estimated average price of $39.68. The stock is now traded at around $42.09. The impact to a portfolio due to this purchase was 0.38%. The holding were 3,314,848 shares as of .
Added: Qurate Retail Inc (QRTEA)Wedge Capital Management L L P added to a holding in Qurate Retail Inc by 73.96%. The purchase prices were between $15.91 and $21.93, with an estimated average price of $19.92. The stock is now traded at around $17.23. The impact to a portfolio due to this purchase was 0.24%. The holding were 3,072,530 shares as of .
Added: Cigna Corp (CI)Wedge Capital Management L L P added to a holding in Cigna Corp by 33.58%. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $155.91. The impact to a portfolio due to this purchase was 0.15%. The holding were 315,846 shares as of .
Added: Evergy Inc (EVRG)Wedge Capital Management L L P added to a holding in Evergy Inc by 20.83%. The purchase prices were between $54.84 and $59.87, with an estimated average price of $56.94. The stock is now traded at around $57.93. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,116,477 shares as of .
Added: Shutterfly Inc (SFLY)Wedge Capital Management L L P added to a holding in Shutterfly Inc by 3329.28%. The purchase prices were between $39.32 and $47.91, with an estimated average price of $43.91. The stock is now traded at around $43.78. The impact to a portfolio due to this purchase was 0.12%. The holding were 261,517 shares as of .
Sold Out: PG&E Corp (PCG)Wedge Capital Management L L P sold out a holding in PG&E Corp. The sale prices were between $6.36 and $24.4, with an estimated average price of $16.19.
Sold Out: D.R. Horton Inc (DHI)Wedge Capital Management L L P sold out a holding in D.R. Horton Inc. The sale prices were between $34.66 and $42.54, with an estimated average price of $39.07.
Sold Out: Qualcomm Inc (QCOM)Wedge Capital Management L L P sold out a holding in Qualcomm Inc. The sale prices were between $49.4 and $58, with an estimated average price of $54.01.
Sold Out: F5 Networks Inc (FFIV)Wedge Capital Management L L P sold out a holding in F5 Networks Inc. The sale prices were between $149.65 and $172.08, with an estimated average price of $161.07.
Sold Out: Corning Inc (GLW)Wedge Capital Management L L P sold out a holding in Corning Inc. The sale prices were between $28.03 and $35.08, with an estimated average price of $32.76.
Sold Out: The Home Depot Inc (HD)Wedge Capital Management L L P sold out a holding in The Home Depot Inc. The sale prices were between $168.61 and $192.39, with an estimated average price of $183.33.
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