Convergence Investment Partners, LLC Buys Lockheed Martin Corp, Intuit Inc, Cadence Design Systems Inc, Sells Honeywell International Inc, JPMorgan Chase, Pfizer Inc

• New Purchases: INTU, CDNS, DK, LRCX, OMCL, BBY, MDLZ, TER, NAVI, TSN, XPO, LHX, HE, VEEV, CL, MTD, HSIC, SWX, ALL, PFG, ORLY, PRAH, RCL, CMP, MTZ, BLDR, CCI, TTEK, BLL, JBT, NWE, PPG, TKR, EME, PLNT, RDN, KIM, MAN, RLJ, BBT, CSL, AIV, ALLE, SF, BRC, SYY, NEU, TPX, VMC, CFG, LULU, AZO, ULTA, KBR, PNFP, TTEC, WK, CRUS, EGRX, HWC, LNTH, LAD, BABY, AFL, ARNA, ARGO, BMCH, BKNG, CECO, ESRT, ESNT, FR, FLWS, THG, HSII, JACK, LSCC, NXST, DNOW, PACW, SBNY, SNBR, SSYS, WAL, XPER, ASIX, AMWD, ANIP, ARWR, ABG, EVRI, FOXF, THRM, GLDD, MYE, PCRX, PTEN, PFGC, USCR, VCYT, WNC, YETI, CAR, BRY, ECHO, SATS, ENVA, MED, VYGR,
• Added Positions: LMT, SBGI, WFC, DFS, TMO, MCK, DHR, CMI, CVI, BDC, COKE, HQY, INT, AXP, AMCX, GOOGL, F, ORCL, NKE, SYF, HPE, MTG, MEDP, OMC, ABC, VIAB, CE, CLI, XHR, IBKC, PDM, CORE, IBM, T, COP, GOOG, CMA, AVB, BPOP, TECD, RLGY, CATM, BDN, PJC, NXGN, VLO, CVS, FB, ANTM, ACN, ADBE, V, UTX, CRM, COST, MCD, CAT, NFLX, NEE, ABT, BRK.B, PEP, GE,
• Reduced Positions: HON, JPM, PFE, DIS, MSFT, INTC, TXN, MO, LOW, AMED, XOM, JNJ, KSS, NTAP, WBA, EAT, SON, WCC, CNP, HPT, LLY, ARCH, EXC, NGHC, ITW, LSTR, ZION, BA, UNH, AAPL, CMCSA, BERY, KO, OGE, PSX, PG, DECK, KR, BAC, GHDX, CELG, CSCO, EBAY, MDT, OSK, AMZN, GRMN, PSB, VRNT, AGCO, NSP, JBL, SHO, WOR, COF, QCOM, ABBV, C, HD, INVA, NUAN, SEAS, CTXS, FITB, HZNP, AVGO, PGR, SBUX, AMGN, CBRE, CVX, KEY, MRK, MET, UNP, VZ, BKH, FBP, GM, BRSS, HSY, HST, NCLH, PRU, UAL, AMP, AES, LRN, KFRC, OMF, OI, PRI, TGNA, VMW, MMM, BIIB, CAH, CSII, FTNT, NSIT, IP, MANH, MMS, MPW, CRVL, WIRE, ETH, FLO, JLL, PM, RMR, MA, DGX,
• Sold Out: MPC, CF, SABR, ICE, ENSG, KMI, HCA, AAP, ANSS, ETFC, SBRA, LADR, EVR, EQH, GNRC, POST, BK, TRV, TRIP, ITGR, HBAN, TDY, EXR, FCN, PH, BLMN, LNC, OLN, GEO, ABM, WHR, ALSN, THS, MOS, MOH, MNK, CROX, SPR, CFX, FFIV, NRG, CLX, RHI, LEA, CLF, HBI, AIV1, HLF, TEX, DOC, GT, HRB, EXPD, YUM, IDXX, PB, DOV, PRGS, POR, CIT, CY, RBC, GCO, GRC, NANO, TRS, SYNH, ATKR, AEL, ATRC, DKS, SCSC, SYNA, TDS, UIS, GHC, CSOD, CWEN, VRS, COLD, HTH, DLB, LPX, MTRX, NVDA, STAA, UPS, ACOR, VNDA, WD, HMHC, DBI, AGM, CLGX, FSP, HELE, LANC, MLI, SPTN, WDR, NEO, EBS, HTZ, SXC, REGI, BTU, ARCB, PFBC, SIGA, TEN, USNA, DAN, CEIX, BSIG, DFIN, DOW,

For the details of Convergence Investment Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/convergence+investment+partners%2C+llc/current-portfolio/portfolioportfolio

1. Verizon Communications Inc (VZ) - 150,473 shares, 2.08% of the total portfolio. Shares reduced by 3.19%
2. Apple Inc (AAPL) - 42,751 shares, 2.04% of the total portfolio. Shares reduced by 10.27%
3. Microsoft Corp (MSFT) - 55,605 shares, 1.80% of the total portfolio. Shares reduced by 26.21%
4. Walmart Inc (WMT) - 54,448 shares, 1.45% of the total portfolio. Shares added by 0.89%
5. Cisco Systems Inc (CSCO) - 107,745 shares, 1.42% of the total portfolio. Shares reduced by 9.37%

Convergence Investment Partners, LLC initiated holding in Intuit Inc. The purchase prices were between $236.93 and $269.08, with an estimated average price of $254.23. The stock is now traded at around $281.90. The impact to a portfolio due to this purchase was 0.55%. The holding were 8,700 shares as of .

Convergence Investment Partners, LLC initiated holding in Cadence Design Systems Inc. The purchase prices were between $61.7 and $72.67, with an estimated average price of $66.76. The stock is now traded at around $74.27. The impact to a portfolio due to this purchase was 0.52%. The holding were 30,652 shares as of .

Convergence Investment Partners, LLC initiated holding in Delek US Holdings Inc. The purchase prices were between $30.61 and $40.52, with an estimated average price of $36.57. The stock is now traded at around $39.91. The impact to a portfolio due to this purchase was 0.52%. The holding were 53,434 shares as of .

Convergence Investment Partners, LLC initiated holding in Lam Research Corp. The purchase prices were between $172.43 and $207.78, with an estimated average price of $189.69. The stock is now traded at around $209.76. The impact to a portfolio due to this purchase was 0.44%. The holding were 9,644 shares as of .

Convergence Investment Partners, LLC initiated holding in Omnicell Inc. The purchase prices were between $71.38 and $92.21, with an estimated average price of $81.12. The stock is now traded at around $70.01. The impact to a portfolio due to this purchase was 0.44%. The holding were 21,322 shares as of .

Convergence Investment Partners, LLC initiated holding in Best Buy Co Inc. The purchase prices were between $62.3 and $75.18, with an estimated average price of $69.77. The stock is now traded at around $76.51. The impact to a portfolio due to this purchase was 0.43%. The holding were 25,690 shares as of .

Convergence Investment Partners, LLC added to a holding in Lockheed Martin Corp by 148.42%. The purchase prices were between $297.27 and $363.54, with an estimated average price of $334.28. The stock is now traded at around $357.80. The impact to a portfolio due to this purchase was 0.64%. The holding were 12,150 shares as of .

Convergence Investment Partners, LLC added to a holding in Sinclair Broadcast Group Inc by 634.31%. The purchase prices were between $39.28 and $61.81, with an estimated average price of $50.66. The stock is now traded at around $54.30. The impact to a portfolio due to this purchase was 0.52%. The holding were 45,975 shares as of .

Convergence Investment Partners, LLC added to a holding in Wells Fargo & Co by 53.54%. The purchase prices were between $44.37 and $49.17, with an estimated average price of $46.77. The stock is now traded at around $47.20. The impact to a portfolio due to this purchase was 0.42%. The holding were 105,284 shares as of .

Convergence Investment Partners, LLC added to a holding in Discover Financial Services by 104.27%. The purchase prices were between $73.5 and $82.27, with an estimated average price of $77.43. The stock is now traded at around $84.48. The impact to a portfolio due to this purchase was 0.42%. The holding were 44,486 shares as of .

Convergence Investment Partners, LLC added to a holding in Thermo Fisher Scientific Inc by 636.07%. The purchase prices were between $257.51 and $295.55, with an estimated average price of $275.13. The stock is now traded at around $293.62. The impact to a portfolio due to this purchase was 0.41%. The holding were 6,735 shares as of .

Convergence Investment Partners, LLC added to a holding in McKesson Corp by 616.30%. The purchase prices were between $112.47 and $134.93, with an estimated average price of $124.61. The stock is now traded at around $138.11. The impact to a portfolio due to this purchase was 0.4%. The holding were 14,147 shares as of .

Convergence Investment Partners, LLC sold out a holding in Marathon Petroleum Corp. The sale prices were between $45.99 and $63.6, with an estimated average price of $54.73.

Convergence Investment Partners, LLC sold out a holding in CF Industries Holdings Inc. The sale prices were between $39.83 and $47.48, with an estimated average price of $43.37.

Convergence Investment Partners, LLC sold out a holding in Sabre Corp. The sale prices were between $19.46 and $23.02, with an estimated average price of $21.42.

Convergence Investment Partners, LLC sold out a holding in Kinder Morgan Inc. The sale prices were between $19.36 and $21.38, with an estimated average price of $20.15.

Convergence Investment Partners, LLC sold out a holding in Ensign Group Inc. The sale prices were between $47.55 and $57.62, with an estimated average price of $53.35.

Convergence Investment Partners, LLC sold out a holding in Intercontinental Exchange Inc. The sale prices were between $76.85 and $86.77, with an estimated average price of $81.64.