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Michael & Susan Dell Foundation Buys Invesco QQQ Trust Series 1, SPDR Select Sector Fund - Utilities, SPDR S&P Oil & Gas Explor & Product, Sells JPMorgan Chase

May 16, 2019 | About:

New York, NY, based Investment company Michael & Susan Dell Foundation buys Invesco QQQ Trust Series 1, SPDR Select Sector Fund - Utilities, SPDR S&P Oil & Gas Explor & Product, Anheuser-Busch InBev SA/NV, Visa Inc, Marsh & McLennan Inc, Costco Wholesale Corp, Walmart Inc, Delta Air Lines Inc, UnitedHealth Group Inc, sells JPMorgan Chase during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Michael & Susan Dell Foundation. As of 2019Q1, Michael & Susan Dell Foundation owns 12 stocks with a total value of $97 million. These are the details of the buys and sells.

For the details of Michael & Susan Dell Foundation's stock buys and sells, go to https://www.gurufocus.com/guru/michael+%26+susan+dell+foundation/current-portfolio/portfolio

These are the top 5 holdings of Michael & Susan Dell Foundation
  1. Invesco QQQ Trust Series 1 (QQQ) - 87,635 shares, 16.30% of the total portfolio. New Position
  2. SPDR Select Sector Fund - Utilities (XLU) - 265,773 shares, 16.00% of the total portfolio. New Position
  3. SPDR S&P Oil & Gas Explor & Product (XOP) - 409,913 shares, 13.04% of the total portfolio. New Position
  4. Berkshire Hathaway Inc (BRK.B) - 38,785 shares, 8.07% of the total portfolio. Shares reduced by 1.81%
  5. Anheuser-Busch InBev SA/NV (BUD) - 76,429 shares, 6.64% of the total portfolio. New Position
New Purchase: Invesco QQQ Trust Series 1 (QQQ)

Michael & Susan Dell Foundation initiated holding in Invesco QQQ Trust Series 1. The purchase prices were between $149.82 and $182.57, with an estimated average price of $169.41. The stock is now traded at around $183.09. The impact to a portfolio due to this purchase was 16.3%. The holding were 87,635 shares as of .

New Purchase: SPDR Select Sector Fund - Utilities (XLU)

Michael & Susan Dell Foundation initiated holding in SPDR Select Sector Fund - Utilities. The purchase prices were between $52 and $58.96, with an estimated average price of $55.53. The stock is now traded at around $58.09. The impact to a portfolio due to this purchase was 16%. The holding were 265,773 shares as of .

New Purchase: SPDR S&P Oil & Gas Explor & Product (XOP)

Michael & Susan Dell Foundation initiated holding in SPDR S&P Oil & Gas Explor & Product. The purchase prices were between $26.53 and $31.61, with an estimated average price of $30.07. The stock is now traded at around $29.87. The impact to a portfolio due to this purchase was 13.04%. The holding were 409,913 shares as of .

New Purchase: Anheuser-Busch InBev SA/NV (BUD)

Michael & Susan Dell Foundation initiated holding in Anheuser-Busch InBev SA/NV. The purchase prices were between $65.81 and $83.97, with an estimated average price of $76.67. The stock is now traded at around $83.83. The impact to a portfolio due to this purchase was 6.64%. The holding were 76,429 shares as of .

New Purchase: Visa Inc (V)

Michael & Susan Dell Foundation initiated holding in Visa Inc. The purchase prices were between $128.13 and $156.19, with an estimated average price of $143.85. The stock is now traded at around $162.79. The impact to a portfolio due to this purchase was 6.45%. The holding were 39,872 shares as of .

New Purchase: Marsh & McLennan Companies Inc (MMC)

Michael & Susan Dell Foundation initiated holding in Marsh & McLennan Companies Inc. The purchase prices were between $78.01 and $93.9, with an estimated average price of $88.28. The stock is now traded at around $94.73. The impact to a portfolio due to this purchase was 6.25%. The holding were 64,279 shares as of .



Here is the complete portfolio of Michael & Susan Dell Foundation. Also check out:

1. Michael & Susan Dell Foundation's Undervalued Stocks
2. Michael & Susan Dell Foundation's Top Growth Companies, and
3. Michael & Susan Dell Foundation's High Yield stocks
4. Stocks that Michael & Susan Dell Foundation keeps buying

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