- New Purchases: CVS, CCI, PG, PTLA, FIS, PAGS,
- Added Positions: AMT, I, AMZN, BABA, HD, BKNG, GOOGL, CRM, UNH, JNJ, MMM, ADBE, ALBO, ADDYY, LVMUY, RDS.A, SSDOY, WMMVY, UN, MU, DEO, CVX, DIS, DANOY, CFRX,
- Reduced Positions: MA, AAPL, BZUN, PANW, HEINY, HON, LRLCY, DASTY, FMX, FMS, NVS, RHHBY, SAP, XOM, ACN, LMT, TCEHY, PDRDY,
- Sold Out: BX, VRTU, PFE,
For the details of HARTWELL J M LIMITED PARTNERSHIP's stock buys and sells, go to https://www.gurufocus.com/guru/hartwell+j+m+limited+partnership/current-portfolio/portfolio
These are the top 5 holdings of HARTWELL J M LIMITED PARTNERSHIP- EPAM Systems Inc (EPAM) - 355,822 shares, 11.90% of the total portfolio. Shares added by 0.16%
- Microsoft Corp (MSFT) - 411,922 shares, 10.50% of the total portfolio. Shares reduced by 0.02%
- Millicom International Cellular SA (TIGO) - 1,026,368 shares, 9.16% of the total portfolio. Shares reduced by 0.22%
- Facebook Inc (FB) - 265,183 shares, 8.66% of the total portfolio. Shares added by 0.27%
- Booking Holdings Inc (BKNG) - 19,176 shares, 6.90% of the total portfolio. Shares added by 1.66%
Hartwell J M Limited Partnership initiated holding in CVS Health Corp. The purchase prices were between $54.09 and $64.3, with an estimated average price of $59.22. The stock is now traded at around $62.34. The impact to a portfolio due to this purchase was 0.88%. The holding were 76,400 shares as of .
New Purchase: Crown Castle International Corp (CCI)Hartwell J M Limited Partnership initiated holding in Crown Castle International Corp. The purchase prices were between $125.48 and $149.07, with an estimated average price of $138.36. The stock is now traded at around $137.65. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,900 shares as of .
New Purchase: Procter & Gamble Co (PG)Hartwell J M Limited Partnership initiated holding in Procter & Gamble Co. The purchase prices were between $110.49 and $124.57, with an estimated average price of $118.13. The stock is now traded at around $123.43. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,959 shares as of .
New Purchase: Portola Pharmaceuticals Inc (PTLA)Hartwell J M Limited Partnership initiated holding in Portola Pharmaceuticals Inc. The purchase prices were between $24.8 and $31.15, with an estimated average price of $28.06. The stock is now traded at around $26.77. The impact to a portfolio due to this purchase was 0.06%. The holding were 12,000 shares as of .
New Purchase: Fidelity National Information Services Inc (FIS)Hartwell J M Limited Partnership initiated holding in Fidelity National Information Services Inc. The purchase prices were between $124.57 and $139.62, with an estimated average price of $132.74. The stock is now traded at around $130.30. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,000 shares as of .
New Purchase: PagSeguro Digital Ltd (PAGS)Hartwell J M Limited Partnership initiated holding in PagSeguro Digital Ltd. The purchase prices were between $38.53 and $52.88, with an estimated average price of $46.41. The stock is now traded at around $45.53. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,800 shares as of .
Added: American Tower Corp (AMT)Hartwell J M Limited Partnership added to a holding in American Tower Corp by 121.70%. The purchase prices were between $202.3 and $241.07, with an estimated average price of $218.31. The stock is now traded at around $225.39. The impact to a portfolio due to this purchase was 0.81%. The holding were 36,415 shares as of .
Added: Intelsat SA (I)Hartwell J M Limited Partnership added to a holding in Intelsat SA by 20.01%. The purchase prices were between $18.4 and $24.72, with an estimated average price of $21.08. The stock is now traded at around $24.13. The impact to a portfolio due to this purchase was 0.42%. The holding were 595,450 shares as of .
Added: Salesforce.com Inc (CRM)Hartwell J M Limited Partnership added to a holding in Salesforce.com Inc by 99.35%. The purchase prices were between $139.72 and $159.97, with an estimated average price of $152.09. The stock is now traded at around $148.89. The impact to a portfolio due to this purchase was 0.1%. The holding were 7,675 shares as of .
Added: UnitedHealth Group Inc (UNH)Hartwell J M Limited Partnership added to a holding in UnitedHealth Group Inc by 41.76%. The purchase prices were between $215.26 and $266.65, with an estimated average price of $241.24. The stock is now traded at around $221.77. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,330 shares as of .
Added: 3M Co (MMM)Hartwell J M Limited Partnership added to a holding in 3M Co by 92.34%. The purchase prices were between $155.75 and $179.42, with an estimated average price of $167.24. The stock is now traded at around $154.88. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,562 shares as of .
Added: Albireo Pharma Inc (ALBO)Hartwell J M Limited Partnership added to a holding in Albireo Pharma Inc by 30.97%. The purchase prices were between $20 and $31.88, with an estimated average price of $25.95. The stock is now traded at around $18.91. The impact to a portfolio due to this purchase was 0.02%. The holding were 20,300 shares as of .
Sold Out: Blackstone Group Inc (BX)Hartwell J M Limited Partnership sold out a holding in Blackstone Group Inc. The sale prices were between $44.53 and $53.55, with an estimated average price of $48.76.
Sold Out: Virtusa Corp (VRTU)Hartwell J M Limited Partnership sold out a holding in Virtusa Corp. The sale prices were between $32.67 and $46.25, with an estimated average price of $40.13.
Sold Out: Pfizer Inc (PFE)Hartwell J M Limited Partnership sold out a holding in Pfizer Inc. The sale prices were between $34.24 and $44.4, with an estimated average price of $38.38.
Here is the complete portfolio of HARTWELL J M LIMITED PARTNERSHIP. Also check out:
1. HARTWELL J M LIMITED PARTNERSHIP's Undervalued Stocks
2. HARTWELL J M LIMITED PARTNERSHIP's Top Growth Companies, and
3. HARTWELL J M LIMITED PARTNERSHIP's High Yield stocks
4. Stocks that HARTWELL J M LIMITED PARTNERSHIP keeps buying