Sustainable Insight Capital Management, LLC Buys Constellation Brands Inc, BB&T Corp, Progressive Corp, Sells JPMorgan Chase, The Estee Lauder Inc, Edwards Lifesciences Corp

Investment company Sustainable Insight Capital Management, LLC (Current Portfolio) buys Constellation Brands Inc, BB&T Corp, Progressive Corp, Masco Corp, Advanced Micro Devices Inc, sells JPMorgan Chase, The Estee Lauder Inc, Edwards Lifesciences Corp, Alliance Data Systems Corp, Centene Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Sustainable Insight Capital Management, LLC. As of 2019Q2, Sustainable Insight Capital Management, LLC owns 53 stocks with a total value of $86 million. These are the details of the buys and sells.

For the details of Sustainable Insight Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sustainable+insight+capital+management%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Sustainable Insight Capital Management, LLC
  1. Salesforce.com Inc (CRM) - 21,000 shares, 3.71% of the total portfolio. Shares added by 57.89%
  2. Constellation Brands Inc (STZ) - 16,105 shares, 3.69% of the total portfolio. New Position
  3. Deere & Co (DE) - 19,056 shares, 3.68% of the total portfolio. Shares added by 60.13%
  4. Abbott Laboratories (ABT) - 37,500 shares, 3.67% of the total portfolio. Shares added by 47.64%
  5. Ball Corp (BLL) - 44,947 shares, 3.66% of the total portfolio. Shares added by 53.93%
New Purchase: Constellation Brands Inc (STZ)

Sustainable Insight Capital Management, LLC initiated holding in Constellation Brands Inc. The purchase prices were between $176.45 and $212.54, with an estimated average price of $195.35. The stock is now traded at around $187.58. The impact to a portfolio due to this purchase was 3.69%. The holding were 16,105 shares as of .

New Purchase: BB&T Corp (BBT)

Sustainable Insight Capital Management, LLC initiated holding in BB&T Corp. The purchase prices were between $46.75 and $51.3, with an estimated average price of $48.98. The stock is now traded at around $47.12. The impact to a portfolio due to this purchase was 3.63%. The holding were 63,400 shares as of .

New Purchase: Masco Corp (MAS)

Sustainable Insight Capital Management, LLC initiated holding in Masco Corp. The purchase prices were between $34.92 and $40.85, with an estimated average price of $38.56. The stock is now traded at around $38.90. The impact to a portfolio due to this purchase was 3.58%. The holding were 78,400 shares as of .

New Purchase: Progressive Corp (PGR)

Sustainable Insight Capital Management, LLC initiated holding in Progressive Corp. The purchase prices were between $71.53 and $83.34, with an estimated average price of $77.36. The stock is now traded at around $78.30. The impact to a portfolio due to this purchase was 3.58%. The holding were 38,500 shares as of .

New Purchase: Advanced Micro Devices Inc (AMD)

Sustainable Insight Capital Management, LLC initiated holding in Advanced Micro Devices Inc. The purchase prices were between $26.24 and $33.23, with an estimated average price of $28.48. The stock is now traded at around $28.66. The impact to a portfolio due to this purchase was 3.52%. The holding were 99,600 shares as of .

New Purchase: Norfolk Southern Corp (NSC)

Sustainable Insight Capital Management, LLC initiated holding in Norfolk Southern Corp. The purchase prices were between $190.77 and $206.7, with an estimated average price of $198.37. The stock is now traded at around $181.16. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,800 shares as of .

Added: Vornado Realty Trust (VNO)

Sustainable Insight Capital Management, LLC added to a holding in Vornado Realty Trust by 327.68%. The purchase prices were between $63.12 and $69.85, with an estimated average price of $67.24. The stock is now traded at around $61.11. The impact to a portfolio due to this purchase was 2.74%. The holding were 47,900 shares as of .

Added: Exelon Corp (EXC)

Sustainable Insight Capital Management, LLC added to a holding in Exelon Corp by 317.88%. The purchase prices were between $47.56 and $50.95, with an estimated average price of $49.48. The stock is now traded at around $44.55. The impact to a portfolio due to this purchase was 2.68%. The holding were 63,100 shares as of .

Added: Chipotle Mexican Grill Inc (CMG)

Sustainable Insight Capital Management, LLC added to a holding in Chipotle Mexican Grill Inc by 272.83%. The purchase prices were between $641.66 and $740.59, with an estimated average price of $704.23. The stock is now traded at around $791.00. The impact to a portfolio due to this purchase was 2.63%. The holding were 4,213 shares as of .

Added: BlackRock Inc (BLK)

Sustainable Insight Capital Management, LLC added to a holding in BlackRock Inc by 185.70%. The purchase prices were between $415.56 and $485.24, with an estimated average price of $452.3. The stock is now traded at around $437.00. The impact to a portfolio due to this purchase was 2.34%. The holding were 6,594 shares as of .

Added: Simon Property Group Inc (SPG)

Sustainable Insight Capital Management, LLC added to a holding in Simon Property Group Inc by 103.86%. The purchase prices were between $159.27 and $185.52, with an estimated average price of $172.31. The stock is now traded at around $154.37. The impact to a portfolio due to this purchase was 1.86%. The holding were 19,628 shares as of .

Added: O'Reilly Automotive Inc (ORLY)

Sustainable Insight Capital Management, LLC added to a holding in O'Reilly Automotive Inc by 93.23%. The purchase prices were between $352.57 and $408.67, with an estimated average price of $380.06. The stock is now traded at around $367.58. The impact to a portfolio due to this purchase was 1.72%. The holding were 8,309 shares as of .

Sold Out: The Estee Lauder Companies Inc (EL)

Sustainable Insight Capital Management, LLC sold out a holding in The Estee Lauder Companies Inc. The sale prices were between $161.03 and $183.95, with an estimated average price of $170.75.

Sold Out: Edwards Lifesciences Corp (EW)

Sustainable Insight Capital Management, LLC sold out a holding in Edwards Lifesciences Corp. The sale prices were between $167.22 and $193.23, with an estimated average price of $181.16.

Sold Out: Alliance Data Systems Corp (ADS)

Sustainable Insight Capital Management, LLC sold out a holding in Alliance Data Systems Corp. The sale prices were between $134.42 and $180.93, with an estimated average price of $151.53.

Sold Out: Centene Corp (CNC)

Sustainable Insight Capital Management, LLC sold out a holding in Centene Corp. The sale prices were between $47.01 and $57.88, with an estimated average price of $53.96.

Sold Out: Incyte Corp (INCY)

Sustainable Insight Capital Management, LLC sold out a holding in Incyte Corp. The sale prices were between $73.52 and $88.7, with an estimated average price of $80.18.

Sold Out: Crown Castle International Corp (CCI)

Sustainable Insight Capital Management, LLC sold out a holding in Crown Castle International Corp. The sale prices were between $122.58 and $136.92, with an estimated average price of $128.5.



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