Milford, CT, based Investment company Wright Investors Service Inc (Current Portfolio) buys Tesla Inc, Marriott International Inc, Caterpillar Inc, Cisco Systems Inc, Ameriprise Financial Inc, sells Abbott Laboratories, Altria Group Inc, PayPal Holdings Inc, Charter Communications Inc, KLA Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Wright Investors Service Inc. As of 2021Q4, Wright Investors Service Inc owns 140 stocks with a total value of $395 million. These are the details of the buys and sells.
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New Purchases: TSLA, MAR, CAT, AMP, UPS, WFC, CTRA, CNC, ALSN, GNTX, DECK, TSN,
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Added Positions: CSCO, BMY, DAL, JPM, ORCL, ACN, MCK, ADBE, BYD, MRO, UNH, TGT, ANTM, HD, BA, EOG, TAP, DE, PM, PNC, BLK, ABBV, JEF, EMR, NEE, T, ETN, IBM, DUK, TD, OKE, KO, KMB, C, AMAT, USB, BP, BEN, PPL, VLO, IVZ, GPC, IP, BAC, TNL, CVX, LOW, PAYX, SYF, RIO, MRK, FTNT, CACI, AXP, VZ, LHX, REGN, NLY, COST, LUV, QCOM, GILD, SPGI, DIS, MPW, OHI, NFLX, NVR, NRG, MRNA, NVT, UNP, JBLU, TJX,
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Reduced Positions: AAPL, MO, PYPL, MA, AMZN, ETSY, FB, COP, DFS, MSFT, ALL, LMT, MS, PGR, WBA, FDX, CMCSA, CVS, V, CSX, EXAS, VEEV, RS, TXG, NVDA, LEN, LKQ, NWL, STLD, AVGO, PVH,
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Sold Out: ABT, CHTR, KLAC, ALGN, WEN, TER, LRCX, JCI, GM, ACM, COF, WAT, ULTA, ZS, FL, AMED, SLVM,
For the details of WRIGHT INVESTORS SERVICE INC's stock buys and sells,
go to https://www.gurufocus.com/guru/wright+investors+service+inc/current-portfolio/portfolio
These are the top 5 holdings of WRIGHT INVESTORS SERVICE INC
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Microsoft Corp (MSFT) - 79,119 shares, 6.73% of the total portfolio. Shares reduced by 3.45%
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Apple Inc (AAPL) - 99,624 shares, 4.47% of the total portfolio. Shares reduced by 13.2%
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JPMorgan Chase & Co (JPM) - 63,583 shares, 2.55% of the total portfolio. Shares added by 14.20%
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Alphabet Inc (GOOG) - 3,421 shares, 2.50% of the total portfolio. Shares reduced by 0.41%
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The Home Depot Inc (HD) - 23,470 shares, 2.46% of the total portfolio. Shares added by 6.58%
New Purchase: Tesla Inc (TSLA)
Wright Investors Service Inc initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $829.100000. The impact to a portfolio due to this purchase was 0.85%. The holding were 3,190 shares as of 2021-12-31.
New Purchase: Marriott International Inc (MAR)
Wright Investors Service Inc initiated holding in Marriott International Inc. The purchase prices were between $142.5 and $168.39, with an estimated average price of $157.45. The stock is now traded at around $153.710000. The impact to a portfolio due to this purchase was 0.66%. The holding were 15,673 shares as of 2021-12-31.
New Purchase: Caterpillar Inc (CAT)
Wright Investors Service Inc initiated holding in Caterpillar Inc. The purchase prices were between $188.94 and $214.25, with an estimated average price of $201.63. The stock is now traded at around $212.170000. The impact to a portfolio due to this purchase was 0.65%. The holding were 12,520 shares as of 2021-12-31.
New Purchase: Ameriprise Financial Inc (AMP)
Wright Investors Service Inc initiated holding in Ameriprise Financial Inc. The purchase prices were between $264.89 and $310.24, with an estimated average price of $296.39. The stock is now traded at around $303.710000. The impact to a portfolio due to this purchase was 0.58%. The holding were 7,650 shares as of 2021-12-31.
New Purchase: United Parcel Service Inc (UPS)
Wright Investors Service Inc initiated holding in United Parcel Service Inc. The purchase prices were between $178.42 and $218.07, with an estimated average price of $203.94. The stock is now traded at around $194.830000. The impact to a portfolio due to this purchase was 0.5%. The holding were 9,138 shares as of 2021-12-31.
New Purchase: Wells Fargo & Co (WFC)
Wright Investors Service Inc initiated holding in Wells Fargo & Co. The purchase prices were between $45.31 and $52, with an estimated average price of $49.28. The stock is now traded at around $53.760000. The impact to a portfolio due to this purchase was 0.33%. The holding were 27,119 shares as of 2021-12-31.
Added: Cisco Systems Inc (CSCO)
Wright Investors Service Inc added to a holding in Cisco Systems Inc by 51.46%. The purchase prices were between $53.25 and $63.96, with an estimated average price of $57.22. The stock is now traded at around $54.620000. The impact to a portfolio due to this purchase was 0.65%. The holding were 119,267 shares as of 2021-12-31.
Added: Bristol-Myers Squibb Co (BMY)
Wright Investors Service Inc added to a holding in Bristol-Myers Squibb Co by 47.27%. The purchase prices were between $53.63 and $62.52, with an estimated average price of $58.67. The stock is now traded at around $63.860000. The impact to a portfolio due to this purchase was 0.52%. The holding were 102,342 shares as of 2021-12-31.
Added: Delta Air Lines Inc (DAL)
Wright Investors Service Inc added to a holding in Delta Air Lines Inc by 213.95%. The purchase prices were between $33.53 and $44.96, with an estimated average price of $39.93. The stock is now traded at around $38.340000. The impact to a portfolio due to this purchase was 0.44%. The holding were 64,755 shares as of 2021-12-31.
Added: Accenture PLC (ACN)
Wright Investors Service Inc added to a holding in Accenture PLC by 35.11%. The purchase prices were between $319.49 and $415.42, with an estimated average price of $365.63. The stock is now traded at around $333.360000. The impact to a portfolio due to this purchase was 0.29%. The holding were 10,614 shares as of 2021-12-31.
Added: McKesson Corp (MCK)
Wright Investors Service Inc added to a holding in McKesson Corp by 31.52%. The purchase prices were between $198.21 and $248.9, with an estimated average price of $220.27. The stock is now traded at around $255.100000. The impact to a portfolio due to this purchase was 0.25%. The holding were 16,477 shares as of 2021-12-31.
Added: Adobe Inc (ADBE)
Wright Investors Service Inc added to a holding in Adobe Inc by 46.93%. The purchase prices were between $549.77 and $688.37, with an estimated average price of $625.62. The stock is now traded at around $493.050000. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,865 shares as of 2021-12-31.
Sold Out: Abbott Laboratories (ABT)
Wright Investors Service Inc sold out a holding in Abbott Laboratories. The sale prices were between $115.53 and $141.46, with an estimated average price of $128.29.
Sold Out: Charter Communications Inc (CHTR)
Wright Investors Service Inc sold out a holding in Charter Communications Inc. The sale prices were between $605.55 and $747.79, with an estimated average price of $679.38.
Sold Out: KLA Corp (KLAC)
Wright Investors Service Inc sold out a holding in KLA Corp. The sale prices were between $319.55 and $440.17, with an estimated average price of $387.65.
Sold Out: Align Technology Inc (ALGN)
Wright Investors Service Inc sold out a holding in Align Technology Inc. The sale prices were between $589.61 and $711.02, with an estimated average price of $642.97.
Sold Out: The Wendy's Co (WEN)
Wright Investors Service Inc sold out a holding in The Wendy's Co. The sale prices were between $20.38 and $23.87, with an estimated average price of $22.25.
Sold Out: Teradyne Inc (TER)
Wright Investors Service Inc sold out a holding in Teradyne Inc. The sale prices were between $107.27 and $168.56, with an estimated average price of $141.64.
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