1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Wharton Business Group, LLC Buys Cigna Corp, BlackRock Inc, Cummins Inc, Sells Bank of New York Mellon Corp, DuPont de Nemours Inc, International Business Machines Corp

Malvern, PA, based Investment company Wharton Business Group, LLC (Current Portfolio) buys Cigna Corp, BlackRock Inc, Cummins Inc, Welltower Inc, iShares MSCI EAFE ETF, sells Bank of New York Mellon Corp, DuPont de Nemours Inc, International Business Machines Corp, General Motors Co, Vanguard Energy ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Wharton Business Group, LLC. As of 2019Q2, Wharton Business Group, LLC owns 90 stocks with a total value of $706 million. These are the details of the buys and sells.

For the details of Wharton Business Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wharton+business+group%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Wharton Business Group, LLC
  1. iShares Core MSCI Emerging Markets ETF (IEMG) - 2,131,812 shares, 15.52% of the total portfolio. Shares added by 3.76%
  2. iShares Core S&P 500 ETF (IVV) - 191,519 shares, 7.99% of the total portfolio. Shares reduced by 0.21%
  3. iShares Core MSCI EAFE ETF (IEFA) - 886,600 shares, 7.71% of the total portfolio. Shares added by 10.54%
  4. Technology Select Sector SPDR Fund (XLK) - 640,490 shares, 7.08% of the total portfolio. Shares reduced by 12.23%
  5. iShares Core High Dividend ETF (HDV) - 352,769 shares, 4.72% of the total portfolio. Shares reduced by 1.88%
New Purchase: Cigna Corp (CI)

Wharton Business Group, LLC initiated holding in Cigna Corp. The purchase prices were between $145.49 and $169.13, with an estimated average price of $156.48. The stock is now traded at around $166.60. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,626 shares as of .

New Purchase: BlackRock Inc (BLK)

Wharton Business Group, LLC initiated holding in BlackRock Inc. The purchase prices were between $415.56 and $485.24, with an estimated average price of $452.3. The stock is now traded at around $437.62. The impact to a portfolio due to this purchase was 0.03%. The holding were 438 shares as of .

New Purchase: Cummins Inc (CMI)

Wharton Business Group, LLC initiated holding in Cummins Inc. The purchase prices were between $150.76 and $171.6, with an estimated average price of $163.72. The stock is now traded at around $153.72. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,234 shares as of .

New Purchase: Welltower Inc (WELL)

Wharton Business Group, LLC initiated holding in Welltower Inc. The purchase prices were between $71.76 and $84.63, with an estimated average price of $78.57. The stock is now traded at around $87.91. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,555 shares as of .

New Purchase: iShares MSCI EAFE ETF (EFA)

Wharton Business Group, LLC initiated holding in iShares MSCI EAFE ETF. The purchase prices were between $62.06 and $65.73, with an estimated average price of $64.28. The stock is now traded at around $63.38. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,045 shares as of .

Sold Out: International Business Machines Corp (IBM)

Wharton Business Group, LLC sold out a holding in International Business Machines Corp. The sale prices were between $126.99 and $145.14, with an estimated average price of $137.38.

Sold Out: Vanguard Energy ETF (VDE)

Wharton Business Group, LLC sold out a holding in Vanguard Energy ETF. The sale prices were between $78.77 and $92.88, with an estimated average price of $86.09.

Sold Out: General Motors Co (GM)

Wharton Business Group, LLC sold out a holding in General Motors Co. The sale prices were between $33.34 and $40.3, with an estimated average price of $37.5.

Sold Out: Dow Inc (DOW)

Wharton Business Group, LLC sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.



Here is the complete portfolio of Wharton Business Group, LLC. Also check out:

1. Wharton Business Group, LLC's Undervalued Stocks
2. Wharton Business Group, LLC's Top Growth Companies, and
3. Wharton Business Group, LLC's High Yield stocks
4. Stocks that Wharton Business Group, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK