13F filing recap · Q4 2019

What did Mairs & Power buy in Q4 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

$8.80B

Positions

220

Estimated turnover

5.3%

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

CPE3EURCallon Petroleum Co$5.28Mreported value+1.09M shares XLETechnology Select Sector SPDR Fund$1.71Mreported value+28.5K shares PCHPotlatchdeltic Corporation$1.60Mreported value+37.0K shares VOOVanguard Index Funds$1.24Mreported value+4.2K shares RETAReata Pharmaceuticals Inc$409.0Kreported value+2.0K shares BSXBoston Scientific Corp$308.0Kreported value+6.8K shares DUKDuke Energy Corporation$271.0Kreported value+3.0K shares BBYBest Buy Co., Inc.$264.0Kreported value+3.0K shares MOAltria Group, Inc.$250.0Kreported value+5.0K shares AFLAflac Inc$233.0Kreported value+4.4K shares SEICSei Investments Company$216.0Kreported value+3.3K shares CVSCVS Health Corp$213.0Kreported value+2.9K shares CAHCardinal Health, Inc.$213.0Kreported value+4.2K shares IEFAiShares Trust$211.0Kreported value+3.2K shares ACNAccenture Plc$211.0Kreported value+1.0K shares GPCGenuine Parts Co$208.0Kreported value+2.0K shares SWKStanley Black & Decker, Inc.$207.0Kreported value+1.2K shares SRTSSensus Healthcare, Inc.$48.0Kreported value+13.7K shares

Increased positions

GOOGAlphabet Inc.$395.70Mreported value+783 shares+0.3%MMM3m Company$338.89Mreported value+9.1K shares+0.5%JNJJohnson & Johnson$297.57Mreported value+10.5K shares+0.5%MSFTMicrosoft Corporation$268.98Mreported value+6.8K shares

Reduced positions

USBUS Bancorp$387.02Mreported value-35.0K shares-0.5%ECLEcolab Inc.$336.67Mreported value-11.6K shares-0.7%MDTMedtronic Plc$333.59Mreported value-32.3K shares-1.1%GGGGraco Inc.$264.62Mreported value-23.6K shares

Exited positions

CRZOCarrizo Oil & Gas Inc$5.36Mprior reported value-624.3K shares-100.0%TTSHTile Shop Holdings, Inc.$2.09Mprior reported value-656.1K shares-100.0%IFFInternational Flavors & Fragrances Inc$303.0Kprior reported value-2.5K shares-100.0%CELGCelgene Corporation$285.0Kprior reported value