- New Purchases: RTN, TSN, KO, KEYS,
- Added Positions: EOG,
- Reduced Positions: DHI, T, TMO, MRK, D, APTV, ABBV, AEP, ABT, JNJ, DUK, AVGO, GOOGL, MSFT, FDX, DHR, PGR, CVX, ICE, PFE, ADBE, DOW, UNH, ORCL, ALXN, FB,
- Sold Out: CCL, BK,
For the details of STRALEM & CO INC's stock buys and sells, go to https://www.gurufocus.com/guru/stralem+%26+co+inc/current-portfolio/portfolio
These are the top 5 holdings of STRALEM & CO INC- Visa Inc (V) - 34,844 shares, 3.66% of the total portfolio. Shares reduced by 0.78%
- Microsoft Corp (MSFT) - 40,122 shares, 3.54% of the total portfolio. Shares reduced by 5.98%
- Adobe Inc (ADBE) - 18,877 shares, 3.48% of the total portfolio. Shares reduced by 3.6%
- Facebook Inc (FB) - 29,620 shares, 3.40% of the total portfolio. Shares reduced by 1.69%
- Danaher Corp (DHR) - 39,467 shares, 3.39% of the total portfolio. Shares reduced by 3.71%
Stralem & Co Inc initiated holding in Raytheon Co. The purchase prices were between $191.28 and $221.02, with an estimated average price of $211.93. The stock is now traded at around $227.94. The impact to a portfolio due to this purchase was 2.96%. The holding were 24,085 shares as of .
New Purchase: Tyson Foods Inc (TSN)Stralem & Co Inc initiated holding in Tyson Foods Inc. The purchase prices were between $77.5 and $91.42, with an estimated average price of $86.17. The stock is now traded at around $87.28. The impact to a portfolio due to this purchase was 2.9%. The holding were 56,940 shares as of .
New Purchase: Coca-Cola Co (KO)Stralem & Co Inc initiated holding in Coca-Cola Co. The purchase prices were between $51.71 and $55.35, with an estimated average price of $53.77. The stock is now traded at around $57.19. The impact to a portfolio due to this purchase was 2.67%. The holding were 86,055 shares as of .
New Purchase: Keysight Technologies Inc (KEYS)Stralem & Co Inc initiated holding in Keysight Technologies Inc. The purchase prices were between $91.42 and $109.08, with an estimated average price of $102.55. The stock is now traded at around $105.31. The impact to a portfolio due to this purchase was 2.11%. The holding were 36,680 shares as of .
Sold Out: Carnival Corp (CCL)Stralem & Co Inc sold out a holding in Carnival Corp. The sale prices were between $40.13 and $51.33, with an estimated average price of $44.81.
Sold Out: Bank of New York Mellon Corp (BK)Stralem & Co Inc sold out a holding in Bank of New York Mellon Corp. The sale prices were between $42.24 and $51.22, with an estimated average price of $47.84.
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