13F filing recap · Q1 2020

What did Mairs & Power buy in Q1 2020?

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

$6.85B

Positions

198

Estimated turnover

9.1%

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

ATVIActivision Blizzard, Inc.$32.60Mreported value+548.1K shares EPACEnerpac Tool Group Corp.$6.35Mreported value+383.7K shares QQQInvesco Qqq Trust, Series 1$243.0Kreported value+1.3K shares BTZBlackrock Credit Allocation Income Trust$132.0Kreported value+11.4K shares

Increased positions

MSFTMicrosoft Corporation$294.69Mreported value+162.9K shares+9.6%USBUS Bancorp$242.74Mreported value+518.5K shares+7.9%TECHBio-Techne Corp$194.16Mreported value+21.0K shares+2.1%DISWalt Disney Co/$171.27Mreported value+18.3K shares

Reduced positions

GOOGAlphabet Inc.$334.22Mreported value-8.5K shares-2.9%ECLEcolab Inc.$270.03Mreported value-11.6K shares-0.7%MDTMedtronic Plc$254.62Mreported value-117.0K shares-4.0%MMM3m Company$242.38Mreported value-145.4K shares

Exited positions

ATUActuant Corporation$9.98Mprior reported value-383.3K shares-100.0%CPE3EURCallon Petroleum Co$5.28Mprior reported value-1.09M shares-100.0%OASChord Energy Corp$3.05Mprior reported value-934.8K shares-100.0%RTNRaytheon Company$329.0Kprior reported value-1.5K shares