Excalibur Management Corp Buys FedEx Corp, Royal Dutch Shell PLC, Hewlett Packard Enterprise Co, Sells Abbott Laboratories, BP PLC

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Oct 21, 2019
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Newton, MA, based Investment company Excalibur Management Corp (Current Portfolio) buys FedEx Corp, Royal Dutch Shell PLC, Hewlett Packard Enterprise Co, Costco Wholesale Corp, AbbVie Inc, sells Abbott Laboratories, BP PLC during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Excalibur Management Corp. As of 2019Q3, Excalibur Management Corp owns 65 stocks with a total value of $111 million. These are the details of the buys and sells.

For the details of EXCALIBUR MANAGEMENT CORP's stock buys and sells, go to https://www.gurufocus.com/guru/excalibur+management+corp/current-portfolio/portfolio

These are the top 5 holdings of EXCALIBUR MANAGEMENT CORP
  1. Carlisle Companies Inc (CSL) - 83,362 shares, 10.89% of the total portfolio. Shares added by 6.86%
  2. AT&T Inc (T) - 202,709 shares, 6.89% of the total portfolio. Shares added by 0.20%
  3. Verizon Communications Inc (VZ) - 95,344 shares, 5.17% of the total portfolio. Shares added by 0.89%
  4. Pfizer Inc (PFE) - 155,948 shares, 5.03% of the total portfolio. Shares added by 3.53%
  5. Berkshire Hathaway Inc (BRK.B) - 25,460 shares, 4.75% of the total portfolio. Shares added by 1.42%
New Purchase: Hewlett Packard Enterprise Co (HPE)

Excalibur Management Corp initiated holding in Hewlett Packard Enterprise Co. The purchase prices were between $12.68 and $15.37, with an estimated average price of $14.23. The stock is now traded at around $16.30. The impact to a portfolio due to this purchase was 0.21%. The holding were 15,275 shares as of .

New Purchase: Costco Wholesale Corp (COST)

Excalibur Management Corp initiated holding in Costco Wholesale Corp. The purchase prices were between $263.55 and $303.76, with an estimated average price of $281.41. The stock is now traded at around $300.44. The impact to a portfolio due to this purchase was 0.19%. The holding were 725 shares as of .

New Purchase: AbbVie Inc (ABBV)

Excalibur Management Corp initiated holding in AbbVie Inc. The purchase prices were between $62.98 and $75.72, with an estimated average price of $68.61. The stock is now traded at around $77.56. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,642 shares as of .

New Purchase: SPDR Gold Trust (GLD)

Excalibur Management Corp initiated holding in SPDR Gold Trust. The purchase prices were between $130.62 and $146.66, with an estimated average price of $139.03. The stock is now traded at around $139.91. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,453 shares as of .

Added: FedEx Corp (FDX)

Excalibur Management Corp added to a holding in FedEx Corp by 37.58%. The purchase prices were between $143.25 and $176.01, with an estimated average price of $161.2. The stock is now traded at around $153.37. The impact to a portfolio due to this purchase was 0.3%. The holding were 8,435 shares as of .

Added: Royal Dutch Shell PLC (RDS.A)

Excalibur Management Corp added to a holding in Royal Dutch Shell PLC by 136.93%. The purchase prices were between $54.95 and $65.38, with an estimated average price of $59.38. The stock is now traded at around $58.27. The impact to a portfolio due to this purchase was 0.28%. The holding were 9,020 shares as of .



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