- New Purchases: TER,
- Added Positions: CPB, BG, VOD, SYNA, SNY, ORAN, MU, NVS, TTEK, XOM, CEF, WEN, JNJ, CSCO, EBAY, EEM, SEAC,
- Reduced Positions: MSFT, KTOS, SEAS, NOK, MOS, IWN,
- Sold Out: CIEN, QLD,
For the details of MANAGED ASSET PORTFOLIOS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/managed+asset+portfolios%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of MANAGED ASSET PORTFOLIOS, LLC- Cisco Systems Inc (CSCO) - 577,685 shares, 7.72% of the total portfolio. Shares added by 1.72%
- The Wendy's Co (WEN) - 1,506,824 shares, 6.67% of the total portfolio. Shares added by 2.39%
- Tetra Tech Inc (TTEK) - 445,841 shares, 6.58% of the total portfolio. Shares added by 3.56%
- Novartis AG (NVS) - 273,623 shares, 6.51% of the total portfolio. Shares added by 3.80%
- Campbell Soup Co (CPB) - 636,185 shares, 6.01% of the total portfolio. Shares added by 16.65%
Managed Asset Portfolios, Llc initiated holding in Teradyne Inc. The purchase prices were between $29.6 and $42.07, with an estimated average price of $37.24. The stock is now traded at around $48.25. The impact to a portfolio due to this purchase was 1.21%. The holding were 122,675 shares as of .
Sold Out: Ciena Corp (CIEN)Managed Asset Portfolios, Llc sold out a holding in Ciena Corp. The sale prices were between $32.87 and $43.68, with an estimated average price of $38.77.
Sold Out: ProShares Ultra QQQ (QLD)Managed Asset Portfolios, Llc sold out a holding in ProShares Ultra QQQ. The sale prices were between $63.15 and $92.91, with an estimated average price of $80.37.
Here is the complete portfolio of MANAGED ASSET PORTFOLIOS, LLC. Also check out:
1. MANAGED ASSET PORTFOLIOS, LLC's Undervalued Stocks
2. MANAGED ASSET PORTFOLIOS, LLC's Top Growth Companies, and
3. MANAGED ASSET PORTFOLIOS, LLC's High Yield stocks
4. Stocks that MANAGED ASSET PORTFOLIOS, LLC keeps buying