- New Purchases: HPE, COST, ABBV, GLD,
- Added Positions: CSL, FDX, RDS.A, PFE, XOM, IBM, CSCO, V, BRK.B, MO, WFC, AEP, CVS, MMM, BMY, GILD,
- Reduced Positions: ABT, AAPL, BP, SPGI, MSFT, JNJ, UPS, PG, GIS, GOOGL, FB, BAC, MS, GE, MCD,
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- Carlisle Companies Inc (CSL) - 83,362 shares, 10.89% of the total portfolio. Shares added by 6.86%
- AT&T Inc (T) - 202,709 shares, 6.89% of the total portfolio. Shares added by 0.20%
- Verizon Communications Inc (VZ) - 95,344 shares, 5.17% of the total portfolio. Shares added by 0.89%
- Pfizer Inc (PFE) - 155,948 shares, 5.03% of the total portfolio. Shares added by 3.53%
- Berkshire Hathaway Inc (BRK.B) - 25,460 shares, 4.75% of the total portfolio. Shares added by 1.42%
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 .
Here is the complete portfolio of EXCALIBUR MANAGEMENT CORP. Also check out:
1. EXCALIBUR MANAGEMENT CORP's Undervalued Stocks
2. EXCALIBUR MANAGEMENT CORP's Top Growth Companies, and
3. EXCALIBUR MANAGEMENT CORP's High Yield stocks
4. Stocks that EXCALIBUR MANAGEMENT CORP keeps buying