13F filing recap · Q4 2020

What did Mairs & Power buy in Q4 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

$9.00B

Positions

213

Estimated turnover

8.7%

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

CCMPCmc Materials, Inc.$13.35Mreported value+88.2K shares HYLNHyliion Holdings Corp.$1.67Mreported value+101.6K shares VTRSViatris Inc$1.07Mreported value+57.2K shares NFLXNetflix, Inc.$679.0Kreported value+1.3K shares SHYFThe Shyft Group Inc$536.0Kreported value+18.9K shares VTIVanguard Index Funds$329.0Kreported value+1.7K shares ADSKAutodesk, Inc.$305.0Kreported value+998 shares VGTVanguard Information Technology ETF$276.0Kreported value+780 shares SONYSony Group Corporation$254.0Kreported value+2.5K shares RETAReata Pharmaceuticals Inc$247.0Kreported value+2.0K shares LMTLockheed Martin Corporation$225.0Kreported value+633 shares IJHiShares Trust$223.0Kreported value+972 shares FRCFirst Republic Bank$205.0Kreported value+1.4K shares VUGVanguard Index Funds$203.0Kreported value+803 shares CERNCerner Corporation$201.0Kreported value+2.6K shares EPDEnterprise Products Partners L.p.$200.0Kreported value+10.2K shares TTTrane Technologies Plc$200.0Kreported value+1.4K shares

Increased positions

GOOGAlphabet Inc.$496.72Mreported value+2.8K shares+1.0%MSFTMicrosoft Corporation$451.56Mreported value+1.4K shares+0.1%MDTMedtronic Plc$339.47Mreported value+6.6K shares+0.2%UNHUnitedHealth Group Incorporated$272.10Mreported value+16.2K shares

Reduced positions

USBUS Bancorp$360.65Mreported value-89.5K shares-1.1%ECLEcolab Inc.$343.58Mreported value-7.5K shares-0.5%GGGGraco Inc.$314.04Mreported value-101.6K shares-2.3%TECHBio-Techne Corp$269.31Mreported value-7.3K shares

Exited positions

CCMPEURCmc Materials, Inc.$11.29Mprior reported value-79.0K shares-100.0%SHLLTortoise Acquisition Corp.$997.0Kprior reported value-20.0K shares-100.0%CMICummins Inc$208.0Kprior reported value-983 shares-100.0%