- New Purchases: MKL, NWL, ORCL, OLBK, NEE, MINT, CTVA, DIS, LOW, CL,
- Added Positions: FLOT, IXC, IAU, UPS, WFC, SABR, MO, PM, BLK, VZ, DGX, JNJ, NVS, BDX, BK, DAL, VEU,
- Reduced Positions: MSFT, DD, PGR, IJH, WM, CSCO, MGK, IWV, IVV, RSG, ABT, UNP, DEO, MDLZ, FB, V, PYPL, TWLO, AMZN,
- Sold Out: CVS, VTI, BRK.B, SPY, AABA,
For the details of MACRO Consulting Group's stock buys and sells, go to https://www.gurufocus.com/guru/macro+consulting+group/current-portfolio/portfolioportfolio
These are the top 5 holdings of MACRO Consulting Group- ishares Gold Trust (IAU) - 1,019,393 shares, 11.82% of the total portfolio. Shares added by 2.07%
- iShares Core S&P Mid-Cap ETF (IJH) - 45,345 shares, 7.56% of the total portfolio. Shares reduced by 1.92%
- iShares Floating Rate Bond ETF (FLOT) - 135,955 shares, 5.94% of the total portfolio. Shares added by 7.07%
- Markel Corp (MKL) - 4,994 shares, 4.67% of the total portfolio. New Position
- iShares Core S&P Small-Cap ETF (IJR) - 64,374 shares, 4.33% of the total portfolio. Shares added by 0.91%
MACRO Consulting Group initiated holding in Markel Corp. The purchase prices were between $978.74 and $1095.88, with an estimated average price of $1047.6. The stock is now traded at around $1139.46. The impact to a portfolio due to this purchase was 4.67%. The holding were 4,994 shares as of .
New Purchase: Newell Brands Inc (NWL)MACRO Consulting Group initiated holding in Newell Brands Inc. The purchase prices were between $13.41 and $16.63, with an estimated average price of $14.97. The stock is now traded at around $15.84. The impact to a portfolio due to this purchase was 1.48%. The holding were 111,802 shares as of .
New Purchase: Oracle Corp (ORCL)MACRO Consulting Group initiated holding in Oracle Corp. The purchase prices were between $50.24 and $56.99, with an estimated average price of $54.1. The stock is now traded at around $53.20. The impact to a portfolio due to this purchase was 1.44%. The holding were 29,486 shares as of .
New Purchase: Old Line Bancshares Inc (OLBK)MACRO Consulting Group initiated holding in Old Line Bancshares Inc. The purchase prices were between $24.63 and $26.61, with an estimated average price of $25.55. The stock is now traded at around $26.96. The impact to a portfolio due to this purchase was 1.2%. The holding were 52,500 shares as of .
New Purchase: NextEra Energy Inc (NEE)MACRO Consulting Group initiated holding in NextEra Energy Inc. The purchase prices were between $187.88 and $208.2, with an estimated average price of $196.8. The stock is now traded at around $215.43. The impact to a portfolio due to this purchase was 0.42%. The holding were 2,410 shares as of .
New Purchase: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)MACRO Consulting Group initiated holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The purchase prices were between $101.35 and $101.75, with an estimated average price of $101.57. The stock is now traded at around $101.63. The impact to a portfolio due to this purchase was 0.41%. The holding were 4,672 shares as of .
Added: United Parcel Service Inc (UPS)MACRO Consulting Group added to a holding in United Parcel Service Inc by 20.06%. The purchase prices were between $92.92 and $114.49, with an estimated average price of $104.04. The stock is now traded at around $114.88. The impact to a portfolio due to this purchase was 0.23%. The holding were 15,716 shares as of .
Sold Out: CVS Health Corp (CVS)MACRO Consulting Group sold out a holding in CVS Health Corp. The sale prices were between $52.13 and $57.33, with an estimated average price of $53.82.
Sold Out: Vanguard Total Stock Market ETF (VTI)MACRO Consulting Group sold out a holding in Vanguard Total Stock Market ETF. The sale prices were between $140.41 and $150.7, with an estimated average price of $147.25.
Sold Out: Berkshire Hathaway Inc (BRK.B)MACRO Consulting Group sold out a holding in Berkshire Hathaway Inc. The sale prices were between $197.42 and $218.6, with an estimated average price of $206.89.
Sold Out: SPDR S&P 500 ETF Trust (SPY)MACRO Consulting Group sold out a holding in SPDR S&P 500 ETF Trust. The sale prices were between $274.57 and $295.86, with an estimated average price of $287.91.
Sold Out: Altaba Inc (AABA)MACRO Consulting Group sold out a holding in Altaba Inc. The sale prices were between $59.2 and $79.15, with an estimated average price of $69.95.
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