Andrew R. Adams - Mairs & Power Growth Fund 13F Activity & Position Changes (Q2 2020)
As of Jun 30, 2020, the Mairs & Power Growth Fund portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2020, the filing reported:
New Buys - Autodesk, Inc., AMETEK, Inc., Cintas Corporation, Envestnet, Inc, IPG Photonics Corporation, and 9 more
Increases - Amazon.com, Inc., Apogee Enterprises, Inc., American Express Company, Becton, Dickinson and Company, Black Hills Corporation, and 35 more
Complete Exits - BlackRock Credit Allocation Inc, Colgate-Palmolive Company, Clorox Company (The), Duke Energy Corporation (Holdin, Enterprise Products Partners L., and 3 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2020
|
AAPL
Apple Inc.
|
Sell |
-390
|
|
Q2 2020
|
ABBV
AbbVie Inc.
|
Sell |
-1,152
|
|
Q2 2020
|
ABT
Abbott Laboratories
|
Sell |
-158,646
|
|
Q2 2020
|
ADBE
Adobe Inc.
|
Sell |
-246
|
|
Q2 2020
|
ADSK
Autodesk, Inc.
|
Buy - Position Entry |
+998
|
|
Q2 2020
|
AIR
AAR Corp.
|
Sell |
-13,585
|
|
Q2 2020
|
ALE
Allete, Inc.
|
Sell |
-1,330
|
|
Q2 2020
|
AMAT
Applied Materials, Inc.
|
Sell |
-2,035
|
|
Q2 2020
|
AME
AMETEK, Inc.
|
Buy - Position Entry |
+2,700
|
|
Q2 2020
|
AMZN
Amazon.com, Inc.
|
Buy |
+45
|
|
Q2 2020
|
APOG
Apogee Enterprises, Inc.
|
Buy |
+47,710
|
|
Q2 2020
|
ASB
Associated Banc-Corp
|
Sell |
-509,974
|
|
Q2 2020
|
AXP
American Express Company
|
Buy |
+41,940
|
|
Q2 2020
|
BA
Boeing Company (The)
|
Sell |
-310
|
|
Q2 2020
|
BAC
Bank of America Corporation
|
Sell |
-500
|
|
Q2 2020
|
BAX
Baxter International Inc.
|
Sell |
-10,381
|
|
Q2 2020
|
BDX
Becton, Dickinson and Company
|
Buy |
+790
|
|
Q2 2020
|
BKH
Black Hills Corporation
|
Buy |
+27,085
|
|
Q2 2020
|
BMI
Badger Meter, Inc.
|
Sell |
-59,955
|
|
Q2 2020
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-36,341
|
|
Q2 2020
|
BP
BP p.l.c.
|
Sell |
-3,452
|
|
Q2 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,500
|
|
Q2 2020
|
BTZ
BlackRock Credit Allocation Inc
|
Sell - Position Exit |
-11,351
|
|
Q2 2020
|
BX
Blackstone Inc.
|
Sell |
-1,500
|
|
Q2 2020
|
CASY
Caseys General Stores, Inc.
|
Sell |
-10
|
|
Q2 2020
|
CFR
Cullen/Frost Bankers, Inc.
|
Buy |
+12,235
|
|
Q2 2020
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Sell |
-314,877
|
|
Q2 2020
|
CL
Colgate-Palmolive Company
|
Sell - Position Exit |
-7,276
|
|
Q2 2020
|
CLX
Clorox Company (The)
|
Sell - Position Exit |
-1,513
|
|
Q2 2020
|
CMCSA
Comcast Corporation
|
Sell |
-126
|
Page 1 of 5