Birch Hill Investment Advisors LLC Buys Ingersoll Rand Inc, Organon, iShares Russell Mid-Cap ETF, Sells Donaldson Co Inc, Schlumberger

Boston, MA, based Investment company Birch Hill Investment Advisors LLC (Current Portfolio) buys Ingersoll Rand Inc, Organon, iShares Russell Mid-Cap ETF, Vanguard Small Cap ETF, HP Inc, sells Donaldson Co Inc, Schlumberger during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Birch Hill Investment Advisors LLC. As of 2021Q3, Birch Hill Investment Advisors LLC owns 167 stocks with a total value of $1.9 billion. These are the details of the buys and sells.

For the details of Birch Hill Investment Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/birch+hill+investment+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of Birch Hill Investment Advisors LLC
  1. Microsoft Corp (MSFT) - 373,936 shares, 5.67% of the total portfolio. Shares reduced by 2%
  2. Amazon.com Inc (AMZN) - 28,911 shares, 5.10% of the total portfolio. Shares added by 0.32%
  3. Alphabet Inc (GOOGL) - 30,956 shares, 4.45% of the total portfolio. Shares reduced by 2.3%
  4. Marsh & McLennan Companies Inc (MMC) - 541,329 shares, 4.41% of the total portfolio. Shares reduced by 1.66%
  5. Berkshire Hathaway Inc (BRK.B) - 286,789 shares, 4.21% of the total portfolio. Shares reduced by 0.2%
New Purchase: Ingersoll Rand Inc (IR)

Birch Hill Investment Advisors LLC initiated holding in Ingersoll Rand Inc. The purchase prices were between $46.25 and $54.98, with an estimated average price of $50.89. The stock is now traded at around $54.940000. The impact to a portfolio due to this purchase was 0.09%. The holding were 32,100 shares as of 2021-09-30.

New Purchase: Organon & Co (OGN)

Birch Hill Investment Advisors LLC initiated holding in Organon & Co. The purchase prices were between $28.63 and $35.64, with an estimated average price of $32.03. The stock is now traded at around $36.660000. The impact to a portfolio due to this purchase was 0.07%. The holding were 37,283 shares as of 2021-09-30.

New Purchase: Vanguard Small Cap ETF (VB)

Birch Hill Investment Advisors LLC initiated holding in Vanguard Small Cap ETF. The purchase prices were between $211.35 and $228.82, with an estimated average price of $221.78. The stock is now traded at around $231.640000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,602 shares as of 2021-09-30.

New Purchase: Coinbase Global Inc (COIN)

Birch Hill Investment Advisors LLC initiated holding in Coinbase Global Inc. The purchase prices were between $220.61 and $280.47, with an estimated average price of $246.56. The stock is now traded at around $322.225000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,550 shares as of 2021-09-30.

New Purchase: FIRST TR EXCH VII (FTGC)

Birch Hill Investment Advisors LLC initiated holding in FIRST TR EXCH VII. The purchase prices were between $22.72 and $24.29, with an estimated average price of $23.64. The stock is now traded at around $25.600000. The impact to a portfolio due to this purchase was 0.02%. The holding were 13,000 shares as of 2021-09-30.

New Purchase: HP Inc (HPQ)

Birch Hill Investment Advisors LLC initiated holding in HP Inc. The purchase prices were between $26.83 and $30.7, with an estimated average price of $28.78. The stock is now traded at around $30.735000. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,233 shares as of 2021-09-30.

Added: iShares Russell Mid-Cap ETF (IWR)

Birch Hill Investment Advisors LLC added to a holding in iShares Russell Mid-Cap ETF by 255.39%. The purchase prices were between $76.19 and $82.32, with an estimated average price of $79.87. The stock is now traded at around $83.520000. The impact to a portfolio due to this purchase was 0.04%. The holding were 10,946 shares as of 2021-09-30.

Added: Vanguard S&P 500 ETF (VOO)

Birch Hill Investment Advisors LLC added to a holding in Vanguard S&P 500 ETF by 46.42%. The purchase prices were between $389.4 and $415.37, with an estimated average price of $404.42. The stock is now traded at around $418.730000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,290 shares as of 2021-09-30.

Added: International Business Machines Corp (IBM)

Birch Hill Investment Advisors LLC added to a holding in International Business Machines Corp by 26.23%. The purchase prices were between $132.97 and $146.84, with an estimated average price of $139.83. The stock is now traded at around $127.730000. The impact to a portfolio due to this purchase was 0.01%. The holding were 7,383 shares as of 2021-09-30.

Added: Honeywell International Inc (HON)

Birch Hill Investment Advisors LLC added to a holding in Honeywell International Inc by 79.77%. The purchase prices were between $212.28 and $234.18, with an estimated average price of $226.13. The stock is now traded at around $218.030000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,893 shares as of 2021-09-30.

Added: Canadian National Railway Co (CNI)

Birch Hill Investment Advisors LLC added to a holding in Canadian National Railway Co by 28.64%. The purchase prices were between $101.48 and $127.22, with an estimated average price of $110.76. The stock is now traded at around $135.320000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 2,695 shares as of 2021-09-30.

Sold Out: Schlumberger Ltd (SLB)

Birch Hill Investment Advisors LLC sold out a holding in Schlumberger Ltd. The sale prices were between $26.44 and $33.07, with an estimated average price of $28.7.



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