Sustainable Insight Capital Management, LLC Buys WellCare Health Plans Inc, SBA Communications Corp, Copart Inc, Sells Nike Inc, Prologis Inc, Visa Inc

Investment company Sustainable Insight Capital Management, LLC buys WellCare Health Plans Inc, SBA Communications Corp, Copart Inc, Incyte Corp, Discovery Inc, Abbott Laboratories, Simon Property Group Inc, Crown Castle International Corp, Intercontinental Exchange Inc, Alaska Air Group Inc, The Home Depot Inc, JPMorgan Chase, Ball Corp, American Electric Power Co Inc, O'Reilly Automotive Inc, Broadcom Inc, Assurant Inc, Centene Corp, Alliance Data Systems Corp, BlackRock Inc, Liberty Property Trust, McDonald's Corp, SEI Investments Co, Chipotle Mexican Grill Inc, T-Mobile US Inc, Steel Dynamics Inc, Colfax Corp, PPL Corp, Euronet Worldwide Inc, Berry Global Group Inc, American International Group Inc, TD Ameritrade Holding Corp, Vornado Realty Trust, The Mosaic Co, Exelon Corp, Post Holdings Inc, Graphic Packaging Holding Co, Cantel Medical Corp, Pool Corp, Kilroy Realty Corp, Pinnacle Financial Partners Inc, Ashland Global Holdings Inc, Phillips 66, EOG Resources Inc, S&P Global Inc, Bank of America Corporation, Parker Hannifin Corp, Discover Financial Services, Moody's Corporation, Boeing Co, Halliburton Co, sells Nike Inc, Prologis Inc, Visa Inc, Salesforce.com Inc, Apple Inc, Mondelez International Inc, CVS Health Corp, Rio Tinto PLC, Rogers Communications Inc, Deere, Booking Holdings Inc, Intel Corp, People's United Financial Inc, The Estee Lauder Inc, Evergy Inc, Mylan NV, Humana Inc, Medtronic PLC, Coca-Cola European Partners PLC, International Paper Co, Fresenius Medical Care AG. KGaA, Roper Technologies Inc, AT&T Inc, Amazon.com Inc, Wheaton Precious Metals Corp, Agnico Eagle Mines, Coca-Cola Co, Emerson Electric Co, Merck Inc, Sanofi SA, Bristol-Myers Squibb Company, AbbVie Inc, Pfizer Inc, Aon PLC, Procter & Gamble Co, The Toronto-Dominion Bank, HSBC Holdings PLC, Microsoft Corp, Mitsubishi UFJ Financial Group Inc, Johnson & Johnson, Verizon Communications Inc, Alphabet Inc, China Telecom Corp, Alphabet Inc, Cisco Systems Inc, Facebook Inc, Berkshire Hathaway Inc, Turquoise Hill Resources during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Sustainable Insight Capital Management, LLC. As of 2019Q1, Sustainable Insight Capital Management, LLC owns 80 stocks with a total value of $78 million. These are the details of the buys and sells.

For the details of Sustainable Insight Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sustainable+insight+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Sustainable Insight Capital Management, LLC
  1. JPMorgan Chase & Co (JPM) - 23,200 shares, 3.02% of the total portfolio. Shares added by 257.53%
  2. Salesforce.com Inc (CRM) - 13,300 shares, 2.71% of the total portfolio. Shares reduced by 65.14%
  3. Prologis Inc (PLD) - 28,400 shares, 2.63% of the total portfolio. Shares reduced by 70.42%
  4. The Home Depot Inc (HD) - 10,660 shares, 2.63% of the total portfolio. Shares added by 539.86%
  5. Abbott Laboratories (ABT) - 25,400 shares, 2.61% of the total portfolio. Shares added by 656.63%
New Purchase: WellCare Health Plans Inc (WCG)

Sustainable Insight Capital Management, LLC initiated holding in WellCare Health Plans Inc. The purchase prices were between $230.61 and $282.5, with an estimated average price of $258.4. The stock is now traded at around $257.56. The impact to a portfolio due to this purchase was 2.49%. The holding were 7,161 shares as of .

New Purchase: SBA Communications Corp (SBAC)

Sustainable Insight Capital Management, LLC initiated holding in SBA Communications Corp. The purchase prices were between $160.75 and $199.66, with an estimated average price of $180.92. The stock is now traded at around $204.35. The impact to a portfolio due to this purchase was 2.44%. The holding were 9,500 shares as of .

New Purchase: Copart Inc (CPRT)

Sustainable Insight Capital Management, LLC initiated holding in Copart Inc. The purchase prices were between $46.89 and $60.59, with an estimated average price of $54.16. The stock is now traded at around $66.00. The impact to a portfolio due to this purchase was 2.41%. The holding were 30,900 shares as of .

New Purchase: Incyte Corp (INCY)

Sustainable Insight Capital Management, LLC initiated holding in Incyte Corp. The purchase prices were between $63.56 and $88.17, with an estimated average price of $81.08. The stock is now traded at around $83.23. The impact to a portfolio due to this purchase was 2.3%. The holding were 20,800 shares as of .

New Purchase: Discovery Inc (DISCA)

Sustainable Insight Capital Management, LLC initiated holding in Discovery Inc. The purchase prices were between $24.74 and $29.3, with an estimated average price of $27.8. The stock is now traded at around $28.69. The impact to a portfolio due to this purchase was 2.28%. The holding were 65,400 shares as of .

New Purchase: Crown Castle International Corp (CCI)

Sustainable Insight Capital Management, LLC initiated holding in Crown Castle International Corp. The purchase prices were between $105.67 and $128, with an estimated average price of $117.05. The stock is now traded at around $123.23. The impact to a portfolio due to this purchase was 2.26%. The holding were 13,700 shares as of .

Added: Abbott Laboratories (ABT)

Sustainable Insight Capital Management, LLC added to a holding in Abbott Laboratories by 656.63%. The purchase prices were between $66.22 and $80.06, with an estimated average price of $74.34. The stock is now traded at around $76.91. The impact to a portfolio due to this purchase was 2.27%. The holding were 25,400 shares as of .

Added: The Home Depot Inc (HD)

Sustainable Insight Capital Management, LLC added to a holding in The Home Depot Inc by 539.86%. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $194.77. The impact to a portfolio due to this purchase was 2.22%. The holding were 10,660 shares as of .

Added: JPMorgan Chase & Co (JPM)

Sustainable Insight Capital Management, LLC added to a holding in JPMorgan Chase & Co by 257.53%. The purchase prices were between $97.11 and $107.19, with an estimated average price of $103. The stock is now traded at around $113.21. The impact to a portfolio due to this purchase was 2.18%. The holding were 23,200 shares as of .

Added: Broadcom Inc (AVGO)

Sustainable Insight Capital Management, LLC added to a holding in Broadcom Inc by 166.67%. The purchase prices were between $230.96 and $300.71, with an estimated average price of $270.85. The stock is now traded at around $307.29. The impact to a portfolio due to this purchase was 1.55%. The holding were 6,400 shares as of .

Added: Centene Corp (CNC)

Sustainable Insight Capital Management, LLC added to a holding in Centene Corp by 168.52%. The purchase prices were between $52.12 and $65.89, with an estimated average price of $60.76. The stock is now traded at around $55.85. The impact to a portfolio due to this purchase was 1.48%. The holding were 34,500 shares as of .

Added: Alliance Data Systems Corp (ADS)

Sustainable Insight Capital Management, LLC added to a holding in Alliance Data Systems Corp by 120.83%. The purchase prices were between $150.08 and $181.51, with an estimated average price of $170.33. The stock is now traded at around $150.91. The impact to a portfolio due to this purchase was 1.31%. The holding were 10,600 shares as of .

Sold Out: Mondelez International Inc (MDLZ)

Sustainable Insight Capital Management, LLC sold out a holding in Mondelez International Inc. The sale prices were between $39.74 and $49.92, with an estimated average price of $45.79.

Sold Out: CVS Health Corp (CVS)

Sustainable Insight Capital Management, LLC sold out a holding in CVS Health Corp. The sale prices were between $52.36 and $69.88, with an estimated average price of $61.96.

Sold Out: Rio Tinto PLC (RIO)

Sustainable Insight Capital Management, LLC sold out a holding in Rio Tinto PLC. The sale prices were between $46.65 and $59.19, with an estimated average price of $54.86.

Sold Out: Rogers Communications Inc (RCI)

Sustainable Insight Capital Management, LLC sold out a holding in Rogers Communications Inc. The sale prices were between $51.16 and $55.72, with an estimated average price of $53.89.

Sold Out: Booking Holdings Inc (BKNG)

Sustainable Insight Capital Management, LLC sold out a holding in Booking Holdings Inc. The sale prices were between $1649.49 and $1935.5, with an estimated average price of $1785.18.

Sold Out: Intel Corp (INTC)

Sustainable Insight Capital Management, LLC sold out a holding in Intel Corp. The sale prices were between $44.49 and $54.64, with an estimated average price of $50.66.



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