13F filing recap · Q3 2019

What did Mairs & Power buy in Q3 2019?

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

$8.27B

Positions

214

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

ROKRockwell Automation, Inc.$5.28Mreported value+32.0K shares NWENorthwestern Energy Group, Inc.$3.60Mreported value+48.0K shares SU6Surmodics Inc$1.34Mreported value+29.4K shares TCFTcf Financial Corporation$578.0Kreported value+15.2K shares HMSYHms Holdings Corp$207.0Kreported value+6.0K shares CNPCenterpoint Energy Inc$206.0Kreported value+6.8K shares AXGNAxogen, Inc.$187.0Kreported value+15.0K shares VCELVericel Corporation$151.0Kreported value+10.0K shares RMTIRockwell Medical, Inc.$55.0Kreported value+20.0K shares LABStandard Biotools Inc.$46.0Kreported value+10.0K shares IDXGInterpace Biosciences, Inc.$40.0Kreported value+50.0K shares TEUMPareteum Corp$26.0Kreported value+20.0K shares

Increased positions

GOOGAlphabet Inc.$359.82Mreported value+931 shares+0.3%MMM3m Company$314.30Mreported value+41.8K shares+2.2%MSFTMicrosoft Corporation$236.19Mreported value+14.1K shares+0.8%RHHBYRoche Holding AG$197.60Mreported value+58.8K shares

Reduced positions

USBUS Bancorp$363.17Mreported value-73.8K shares-1.1%ECLEcolab Inc.$347.76Mreported value-75.3K shares-4.1%MDTMedtronic Plc$322.90Mreported value-114.3K shares-3.7%JNJJohnson & Johnson$262.57Mreported value-35.3K shares

Exited positions

CRAYCray Inc.$6.33Mprior reported value-181.8K shares-100.0%EMCIEmc Insurance Group Inc.$3.25Mprior reported value-90.3K shares-100.0%IWFiShares Trust$1.03Mprior reported value-6.5K shares-100.0%TCFTcf Financial Corporation$733.0Kprior reported value-35.3K shares