13F filing recap · Q4 2018

What did Mairs & Power buy in Q4 2018?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Mairs & Power account, including accounts that belong to no fund below.

Stock value

$7.41B

Positions

200

Estimated turnover

5.6%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

REZIResideo Technologies, Inc.$4.07Mreported value+197.8K shares MGPIMgp Ingredients, Inc.$2.58Mreported value+45.3K shares GTXGarrett Motion Inc.$1.96Mreported value+158.7K shares EPDEnterprise Products Partners L.p.$226.0Kreported value+9.2K shares

Increased positions

MMM3m Company$331.83Mreported value+68.0K shares+4.1%USBUS Bancorp$305.05Mreported value+3.7K shares+0.1%GOOGAlphabet Inc.$276.28Mreported value+11.8K shares+4.6%GGGGraco Inc.$228.28Mreported value+5.4K shares

Reduced positions

ECLEcolab Inc.$326.95Mreported value-202.1K shares-8.3%MDTMedtronic Plc$280.83Mreported value-149.7K shares-4.6%JNJJohnson & Johnson$272.48Mreported value-28.9K shares-1.4%HRLHormel Foods Corporation$254.83Mreported value-955.0K shares

Exited positions

PXPraxair, Inc.$327.0Kprior reported value-2.0K shares-100.0%SSYSStratasys Ltd.$307.0Kprior reported value-13.3K shares-100.0%CELGCelgene Corporation$263.0Kprior reported value-2.9K shares-100.0%SU6Surmodics Inc$246.0Kprior reported value-3.3K shares