Andrew R. Adams - Mairs & Power Growth Fund 13F Activity & Position Changes (Q4 2020)
According to the SEC 13F filed on Feb 16, 2021, the Mairs & Power Growth Fund portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2020, the filing reported:
New Buys - Autodesk, Inc., Enterprise Products Partners L., First Republic Bank (San Franci, Hyliion Holdings Corp., iShares Core S&P Mid-Cap ETF, and 9 more
Reductions - AbbVie Inc., Abbott Laboratories, Automatic Data Processing, Inc., Allete, Inc., AMETEK, Inc., and 87 more
Complete Exits - Cummins Inc.
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 |
|---|---|---|---|
|
Q4 2020
|
AAPL
Apple Inc.
|
Buy |
+8,958
|
|
Q4 2020
|
ABBV
AbbVie Inc.
|
Sell |
-675
|
|
Q4 2020
|
ABT
Abbott Laboratories
|
Sell |
-21,959
|
|
Q4 2020
|
ADBE
Adobe Inc.
|
Buy |
+6
|
|
Q4 2020
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-137
|
|
Q4 2020
|
ADSK
Autodesk, Inc.
|
Buy - Position Entry |
+998
|
|
Q4 2020
|
AIR
AAR Corp.
|
Buy |
+12,500
|
|
Q4 2020
|
ALE
Allete, Inc.
|
Sell |
-1,720
|
|
Q4 2020
|
AMAT
Applied Materials, Inc.
|
Buy |
+51
|
|
Q4 2020
|
AME
AMETEK, Inc.
|
Sell |
-289
|
|
Q4 2020
|
AMGN
Amgen Inc.
|
Buy |
+35
|
|
Q4 2020
|
AMZN
Amazon.com, Inc.
|
Buy |
+39,743
|
|
Q4 2020
|
APOG
Apogee Enterprises, Inc.
|
Sell |
-253,443
|
|
Q4 2020
|
ASB
Associated Banc-Corp
|
Sell |
-101,514
|
|
Q4 2020
|
AXGN
AxoGen, Inc.
|
Buy |
+6,700
|
|
Q4 2020
|
AXP
American Express Company
|
Sell |
-295,214
|
|
Q4 2020
|
BA
Boeing Company (The)
|
Buy |
+170
|
|
Q4 2020
|
BAC
Bank of America Corporation
|
Buy |
+250
|
|
Q4 2020
|
BAX
Baxter International Inc.
|
Sell |
-5,012
|
|
Q4 2020
|
BDX
Becton, Dickinson and Company
|
Sell |
-275
|
|
Q4 2020
|
BKH
Black Hills Corporation
|
Buy |
+8
|
|
Q4 2020
|
BMI
Badger Meter, Inc.
|
Sell |
-48,722
|
|
Q4 2020
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-4,026
|
|
Q4 2020
|
BP
BP p.l.c.
|
Sell |
-3,778
|
|
Q4 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+1,122
|
|
Q4 2020
|
CARR
Carrier Global Corporation
|
Sell |
-290
|
|
Q4 2020
|
CASY
Caseys General Stores, Inc.
|
Sell |
-2,256
|
|
Q4 2020
|
CAT
Caterpillar, Inc.
|
Buy |
+282
|
|
Q4 2020
|
CFR
Cullen/Frost Bankers, Inc.
|
Sell |
-1,753
|
|
Q4 2020
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Sell |
-31,056
|
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