Muhlenkamp & Co Inc Buys Broadcom Inc, Alerian MLP, Cigna Corp, Sells Apple Inc, Microsoft Corp, GasLog Partners LP

• New Purchases: AVGO, CI, WAB, EPD, MS,
• Added Positions: AMLP,
• Reduced Positions: AAPL, MSFT, UNH, GME, ADS, NLY, MCHP, CE, GILD, PKW, BIIB, DWDP, AZO, CCJ, GLD, MCK, JAZZ, AYI, CELG, CTSH, FII, GMLP, RUSHB, PFE,
• Sold Out: GLOP, THO, EGO,

For the details of Ronald Muhlenkamp's stock buys and sells, go to https://www.gurufocus.com/guru/ronald+muhlenkamp/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 126,476 shares, 7.07% of the total portfolio. Shares reduced by 21.98%
2. UnitedHealth Group Inc (UNH) - 50,474 shares, 5.91% of the total portfolio. Shares reduced by 13.31%
3. Alliance Data Systems Corp (ADS) - 68,878 shares, 5.71% of the total portfolio. Shares reduced by 1.71%
4. Apple Inc (AAPL) - 63,143 shares, 5.68% of the total portfolio. Shares reduced by 30.03%
5. AutoZone Inc (AZO) - 10,570 shares, 5.13% of the total portfolio. Shares reduced by 1.89%

Muhlenkamp & Co Inc initiated holding in Broadcom Inc. 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 $261.50. The impact to a portfolio due to this purchase was 3.81%. The holding were 26,747 shares as of .

Muhlenkamp & Co Inc initiated holding in Cigna Corp. 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 $151.56. The impact to a portfolio due to this purchase was 2.33%. The holding were 30,600 shares as of .

Muhlenkamp & Co Inc initiated holding in Westinghouse Air Brake Technologies Corp. The purchase prices were between $67.3 and $78.06, with an estimated average price of $72.15. The stock is now traded at around $62.92. The impact to a portfolio due to this purchase was 1.84%. The holding were 52,695 shares as of .

Muhlenkamp & Co Inc initiated holding in Enterprise Products Partners LP. The purchase prices were between $24.59 and $29.3, with an estimated average price of $27.88. The stock is now traded at around $28.08. The impact to a portfolio due to this purchase was 0.35%. The holding were 25,184 shares as of .

Muhlenkamp & Co Inc initiated holding in Morgan Stanley. The purchase prices were between $39.65 and $44.49, with an estimated average price of $42.07. The stock is now traded at around $42.48. The impact to a portfolio due to this purchase was 0.22%. The holding were 10,805 shares as of .

Muhlenkamp & Co Inc added to a holding in Alerian MLP by 333.09%. The purchase prices were between $8.54 and $10, with an estimated average price of $9.52. The stock is now traded at around $9.77. The impact to a portfolio due to this purchase was 2.86%. The holding were 783,753 shares as of .

Muhlenkamp & Co Inc sold out a holding in GasLog Partners LP. The sale prices were between $19.8 and $23.15, with an estimated average price of $22.04.

Muhlenkamp & Co Inc sold out a holding in Thor Industries Inc. The sale prices were between $51.16 and $69.9, with an estimated average price of $63.29.

Muhlenkamp & Co Inc sold out a holding in Eldorado Gold Corp. The sale prices were between $2.64 and $5.03, with an estimated average price of $3.86.

Muhlenkamp & Co Inc reduced to a holding in Apple Inc by 30.03%. The sale prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $179.00. The impact to a portfolio due to this sale was -2.62%. Muhlenkamp & Co Inc still held 63,143 shares as of .

Muhlenkamp & Co Inc reduced to a holding in Microsoft Corp by 21.98%. The sale prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $124.76. The impact to a portfolio due to this sale was -1.74%. Muhlenkamp & Co Inc still held 126,476 shares as of .