Armstrong Shaw Associates Inc Buys Dell-VMWare Tracking Stock, Sells International Business ...

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Investment company Armstrong Shaw Associates Inc buys Dell-VMWare Tracking Stock, sells International Business Machines Corp, Pentair PLC, nVent Electric PLC during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Armstrong Shaw Associates Inc. As of 2018-09-30, Armstrong Shaw Associates Inc owns 44 stocks with a total value of $116 million. These are the details of the buys and sells.

  • Added Positions: DVMT,

  • Reduced Positions: SYF, PNR, NVT, STT, AAPL, ANTM, CMCSA, NXPI, ABBV, UNH,

  • Sold Out: IBM,


For the details of ARMSTRONG SHAW ASSOCIATES INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=ARMSTRONG+SHAW+ASSOCIATES+INC

These are the top 5 holdings of ARMSTRONG SHAW ASSOCIATES INC

  1. Apple Inc (AAPL) - 35,948 shares, 6.97% of the total portfolio. Shares reduced by 1.3%

  2. Microsoft Corp (MSFT) - 65,326 shares, 6.42% of the total portfolio. Shares reduced by 0.93%

  3. Anthem Inc (ANTM) - 23,856 shares, 5.62% of the total portfolio. Shares reduced by 1.62%

  4. Berkshire Hathaway Inc (BRK.A) - 20 shares, 5.5% of the total portfolio.

  5. Honeywell International Inc (HON) - 36,143 shares, 5% of the total portfolio. Shares reduced by 0.88%

Added: Dell-VMWare Tracking Stock (DVMT)

Armstrong Shaw Associates Inc added to a holding in Dell-VMWare Tracking Stock by 163.60%. The purchase prices were between $92.2 and $98.65, with an estimated average price of $95.09. The stock is now traded at around $96.21. The impact to a portfolio due to this purchase was 1.6%. The holding were 30,933 shares as of 2018-09-30.

Sold Out: International Business Machines Corp (IBM)

Armstrong Shaw Associates Inc sold out a holding in International Business Machines Corp. The sale prices were between $139.57 and $151.61, with an estimated average price of $146.07.



Here is the complete portfolio of ARMSTRONG SHAW ASSOCIATES INC. Also check out:


1. ARMSTRONG SHAW ASSOCIATES INC's Undervalued Stocks

2. ARMSTRONG SHAW ASSOCIATES INC's Top Growth Companies, and

3. ARMSTRONG SHAW ASSOCIATES INC's High Yield stocks

4. Stocks that ARMSTRONG SHAW ASSOCIATES INC keeps buyingThis article first appeared on GuruFocus.


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