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Zevin Asset Management Llc Buys TransUnion, Coca-Cola Co, Kubota Corp, Sells AT&T Inc, ...

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Boston, MA, based Investment company Zevin Asset Management Llc (Current Portfolio) buys TransUnion, Coca-Cola Co, Kubota Corp, sells AT&T Inc, Euronext NV, AIA Group, International Business Machines Corp, Medtronic PLC during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Zevin Asset Management Llc. As of 2021Q4, Zevin Asset Management Llc owns 90 stocks with a total value of $553 million. These are the details of the buys and sells.

  • New Purchases: TRU, KO,

  • Added Positions: MELI, DLR, MSFT, EMR, AMZN, CB, HDB, EBAY, COIHF, KYCCF, KUBTY, GSK, KR, PNC, ABBV, PEAK, AON, KUBTF, NVZMY, VWDRY, AAGIY,

  • Reduced Positions: GOOGL, GOOG, T, ADP, EUXTF, DHR, AAIGF, UPS, NVS, COST, ULTA, LIN, PFE, MCD, NVZMF, EXPD, CL, TCEHY, PG, ABT, JNJ, HD, TCTZF, XOM, BRK.B, AMAT, PEP, NKE, O, SBUX, NFLX, DIS, CSCO,

  • Sold Out: IBM, MDT, ORCL, MDY, OMC, CHTR, KD,


For the details of ZEVIN ASSET MANAGEMENT LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/zevin+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of ZEVIN ASSET MANAGEMENT LLC

  1. Automatic Data Processing Inc (ADP) - 123,444 shares, 5.50% of the total portfolio. Shares reduced by 8.72%

  2. Apple Inc (AAPL) - 155,904 shares, 5.00% of the total portfolio. Shares added by 0.20%

  3. Visa Inc (V) - 114,936 shares, 4.50% of the total portfolio. Shares reduced by 0.16%

  4. Alphabet Inc (GOOG) - 8,174 shares, 4.27% of the total portfolio. Shares reduced by 10.86%

  5. Danaher Corp (DHR) - 71,524 shares, 4.25% of the total portfolio. Shares reduced by 6.63%

New Purchase: TransUnion (TRU)

Zevin Asset Management Llc initiated holding in TransUnion. The purchase prices were between $109.41 and $119.35, with an estimated average price of $114.66. The stock is now traded at around $97.620000. The impact to a portfolio due to this purchase was 1.62%. The holding were 75,526 shares as of 2021-12-31.

New Purchase: Coca-Cola Co (KO)

Zevin Asset Management Llc initiated holding in Coca-Cola Co. The purchase prices were between $52.3 and $59.21, with an estimated average price of $55.76. The stock is now traded at around $59.878000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,440 shares as of 2021-12-31.

Added: Kubota Corp (KUBTY)

Zevin Asset Management Llc added to a holding in Kubota Corp by 20.48%. The purchase prices were between $101.01 and $114.62, with an estimated average price of $107.32. The stock is now traded at around $106.400000. The impact to a portfolio due to this purchase was 0.04%. The holding were 12,919 shares as of 2021-12-31.