YHB Investment Advisors, Inc. Buys Pfizer Inc, General Electric Co, Chipotle Mexican Grill Inc, Sells Simon Property Group Inc, Cimarex Energy Co, Occidental Petroleum Corp

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Oct 15, 2019
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West Hartford, CT, based Investment company YHB Investment Advisors, Inc. (Current Portfolio) buys Pfizer Inc, General Electric Co, Chipotle Mexican Grill Inc, Fiserv Inc, Gilead Sciences Inc, sells Simon Property Group Inc, Cimarex Energy Co, Occidental Petroleum Corp, Anadarko Petroleum Corp, Prudential Financial Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, YHB Investment Advisors, Inc.. As of 2019Q3, YHB Investment Advisors, Inc. owns 181 stocks with a total value of $634 million. These are the details of the buys and sells.

For the details of YHB Investment Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/yhb+investment+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of YHB Investment Advisors, Inc.
  1. Apple Inc (AAPL) - 128,301 shares, 4.53% of the total portfolio. Shares added by 2.86%
  2. Microsoft Corp (MSFT) - 186,813 shares, 4.10% of the total portfolio. Shares added by 1.20%
  3. Thermo Fisher Scientific Inc (TMO) - 75,588 shares, 3.47% of the total portfolio. Shares added by 2.02%
  4. Costco Wholesale Corp (COST) - 59,330 shares, 2.70% of the total portfolio. Shares added by 2.55%
  5. Visa Inc (V) - 96,961 shares, 2.63% of the total portfolio. Shares added by 4.09%
New Purchase: Chipotle Mexican Grill Inc (CMG)

YHB Investment Advisors, Inc. initiated holding in Chipotle Mexican Grill Inc. The purchase prices were between $723.08 and $843.64, with an estimated average price of $796.93. The stock is now traded at around $828.13. The impact to a portfolio due to this purchase was 0.11%. The holding were 800 shares as of .

New Purchase: Regeneron Pharmaceuticals Inc (REGN)

YHB Investment Advisors, Inc. initiated holding in Regeneron Pharmaceuticals Inc. The purchase prices were between $273.46 and $318.39, with an estimated average price of $296.17. The stock is now traded at around $305.44. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,700 shares as of .

New Purchase: DuPont de Nemours Inc (DD)

YHB Investment Advisors, Inc. initiated holding in DuPont de Nemours Inc. The purchase prices were between $63.96 and $75.82, with an estimated average price of $70.17. The stock is now traded at around $64.80. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,665 shares as of .

New Purchase: Conagra Brands Inc (CAG)

YHB Investment Advisors, Inc. initiated holding in Conagra Brands Inc. The purchase prices were between $26.67 and $31, with an estimated average price of $28.78. The stock is now traded at around $27.78. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,495 shares as of .

New Purchase: Middlefield Banc Corp (MBCN)

YHB Investment Advisors, Inc. initiated holding in Middlefield Banc Corp. The purchase prices were between $39.9 and $49.91, with an estimated average price of $45.05. The stock is now traded at around $46.20. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,476 shares as of .

New Purchase: W.W. Grainger Inc (GWW)

YHB Investment Advisors, Inc. initiated holding in W.W. Grainger Inc. The purchase prices were between $258.54 and $304.07, with an estimated average price of $277.84. The stock is now traded at around $306.07. The impact to a portfolio due to this purchase was 0.03%. The holding were 725 shares as of .

Added: Pfizer Inc (PFE)

YHB Investment Advisors, Inc. added to a holding in Pfizer Inc by 24.32%. The purchase prices were between $34.24 and $44.4, with an estimated average price of $38.38. The stock is now traded at around $36.30. The impact to a portfolio due to this purchase was 0.18%. The holding were 159,015 shares as of .

Added: General Electric Co (GE)

YHB Investment Advisors, Inc. added to a holding in General Electric Co by 41.42%. The purchase prices were between $7.93 and $10.68, with an estimated average price of $9.43. The stock is now traded at around $8.72. The impact to a portfolio due to this purchase was 0.15%. The holding were 351,224 shares as of .

Added: Fiserv Inc (FISV)

YHB Investment Advisors, Inc. added to a holding in Fiserv Inc by 68.73%. The purchase prices were between $92.51 and $108.7, with an estimated average price of $102.05. The stock is now traded at around $106.02. The impact to a portfolio due to this purchase was 0.09%. The holding were 13,777 shares as of .

Added: Gilead Sciences Inc (GILD)

YHB Investment Advisors, Inc. added to a holding in Gilead Sciences Inc by 31.96%. The purchase prices were between $62.51 and $69, with an estimated average price of $65.4. The stock is now traded at around $64.51. The impact to a portfolio due to this purchase was 0.07%. The holding were 28,736 shares as of .

Added: DISH Network Corp (DISH)

YHB Investment Advisors, Inc. added to a holding in DISH Network Corp by 58.11%. The purchase prices were between $31.04 and $43.26, with an estimated average price of $35.83. The stock is now traded at around $33.64. The impact to a portfolio due to this purchase was 0.05%. The holding were 25,800 shares as of .

Added: Boeing Co (BA)

YHB Investment Advisors, Inc. added to a holding in Boeing Co by 48.81%. The purchase prices were between $320.42 and $386.89, with an estimated average price of $357.51. The stock is now traded at around $373.18. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,195 shares as of .

Sold Out: Anadarko Petroleum Corp (APC)

YHB Investment Advisors, Inc. sold out a holding in Anadarko Petroleum Corp. The sale prices were between $70.69 and $74.31, with an estimated average price of $72.63.

Sold Out: First Data Corp (FDC)

YHB Investment Advisors, Inc. sold out a holding in First Data Corp. The sale prices were between $27.48 and $31.69, with an estimated average price of $28.37.

Sold Out: DuPont de Nemours Inc (6D81)

YHB Investment Advisors, Inc. sold out a holding in DuPont de Nemours Inc. The sale prices were between $57.27 and $66.9, with an estimated average price of $63.11.

Sold Out: Trimble Inc (TRMB)

YHB Investment Advisors, Inc. sold out a holding in Trimble Inc. The sale prices were between $36.17 and $45.94, with an estimated average price of $40.27.

Sold Out: Altria Group Inc (MO)

YHB Investment Advisors, Inc. sold out a holding in Altria Group Inc. The sale prices were between $40.12 and $50.53, with an estimated average price of $46.01.

Reduced: Simon Property Group Inc (SPG)

YHB Investment Advisors, Inc. reduced to a holding in Simon Property Group Inc by 82.66%. The sale prices were between $145.47 and $165.03, with an estimated average price of $155.56. The stock is now traded at around $148.65. The impact to a portfolio due to this sale was -0.26%. YHB Investment Advisors, Inc. still held 2,123 shares as of .

Reduced: Cimarex Energy Co (XEC)

YHB Investment Advisors, Inc. reduced to a holding in Cimarex Energy Co by 75.98%. The sale prices were between $37.63 and $60.05, with an estimated average price of $47.44. The stock is now traded at around $44.66. The impact to a portfolio due to this sale was -0.25%. YHB Investment Advisors, Inc. still held 8,156 shares as of .

Reduced: Occidental Petroleum Corp (OXY)

YHB Investment Advisors, Inc. reduced to a holding in Occidental Petroleum Corp by 69.13%. The sale prices were between $42.13 and $53.17, with an estimated average price of $47.25. The stock is now traded at around $40.51. The impact to a portfolio due to this sale was -0.25%. YHB Investment Advisors, Inc. still held 13,592 shares as of .

Reduced: Prudential Financial Inc (PRU)

YHB Investment Advisors, Inc. reduced to a holding in Prudential Financial Inc by 37.33%. The sale prices were between $78.29 and $103.27, with an estimated average price of $90.65. The stock is now traded at around $89.34. The impact to a portfolio due to this sale was -0.1%. YHB Investment Advisors, Inc. still held 10,746 shares as of .



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