13F filing recap · Q3 2021

What did Mairs & Power buy in Q3 2021?

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

$9.99B

Positions

210

Estimated turnover

7.0%

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

AZEKThe Azek Company Inc.$4.06Mreported value+111.0K shares MVSTMicrovast Holdings, Inc.$576.0Kreported value+70.1K shares GEGeneral Electric Company$241.0Kreported value+2.3K shares XYZBlock, Inc.$240.0Kreported value+1.0K shares MOAltria Group, Inc.$228.0Kreported value+5.0K shares BSXBoston Scientific Corp$207.0Kreported value+4.8K shares XYLXylem Inc.$200.0Kreported value+1.6K shares

Increased positions

USBUS Bancorp$387.57Mreported value+7.4K shares+0.1%ECLEcolab Inc.$381.33Mreported value+26.7K shares+1.5%UNHUnitedHealth Group Incorporated$363.69Mreported value+7.3K shares+0.8%AMZNAmazon.com Inc$351.84Mreported value+25.0K shares

Reduced positions

GOOGAlphabet Inc.$617.70Mreported value-13.2K shares-5.4%MSFTMicrosoft Corporation$587.39Mreported value-29.1K shares-1.4%MDTMedtronic Plc$342.97Mreported value-24.4K shares-0.9%TECHBio-Techne Corp$321.09Mreported value-66.2K shares

Exited positions

RAVNRaven Industries Inc$1.70Mprior reported value-29.4K shares-100.0%THCBEURMicrovast Holdings, Inc.$955.0Kprior reported value-70.1K shares-100.0%GEGeneral Electric Company$391.0Kprior reported value-29.0K shares-100.0%SLBSlb Limited/nv$320.0Kprior reported value-10.0K shares