Andrew R. Adams - Mairs & Power Growth Fund 13F Activity & Position Changes (Q4 2020)
As of Dec 31, 2020, the Mairs & Power Growth Fund portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 16, 2021. 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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