Archon Partners LLC Buys Fortive Corp, United Technologies Corp, MongoDB Inc, Sells Zscaler Inc

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Feb 17, 2020
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New York, NY, based Investment company Archon Partners LLC (Current Portfolio) buys Fortive Corp, United Technologies Corp, MongoDB Inc, PNC Financial Services Group Inc, Markel Corp, sells Zscaler Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Archon Partners LLC. As of 2019Q4, Archon Partners LLC owns 59 stocks with a total value of $587 million. These are the details of the buys and sells.

For the details of Archon Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/archon+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of Archon Partners LLC
  1. Berkshire Hathaway Inc (BRK.B) - 168,040 shares, 6.49% of the total portfolio.
  2. Fiserv Inc (FISV) - 249,000 shares, 4.91% of the total portfolio.
  3. Apple Inc (AAPL) - 94,500 shares, 4.73% of the total portfolio.
  4. Amazon.com Inc (AMZN) - 13,983 shares, 4.40% of the total portfolio.
  5. Mastercard Inc (MA) - 72,040 shares, 3.67% of the total portfolio.
New Purchase: Fortive Corp (FTV)

Archon Partners LLC initiated holding in Fortive Corp. The purchase prices were between $64.24 and $76.85, with an estimated average price of $71.79. The stock is now traded at around $77.81. The impact to a portfolio due to this purchase was 0.86%. The holding were 66,000 shares as of .

New Purchase: United Technologies Corp (UTX)

Archon Partners LLC initiated holding in United Technologies Corp. The purchase prices were between $130.47 and $150.71, with an estimated average price of $144.46. The stock is now traded at around $153.46. The impact to a portfolio due to this purchase was 0.74%. The holding were 29,000 shares as of .

New Purchase: MongoDB Inc (MDB)

Archon Partners LLC initiated holding in MongoDB Inc. The purchase prices were between $114.77 and $149.77, with an estimated average price of $131.76. The stock is now traded at around $171.33. The impact to a portfolio due to this purchase was 0.52%. The holding were 23,000 shares as of .

Added: PNC Financial Services Group Inc (PNC)

Archon Partners LLC added to a holding in PNC Financial Services Group Inc by 36.96%. The purchase prices were between $135.7 and $161.15, with an estimated average price of $150.53. The stock is now traded at around $154.13. The impact to a portfolio due to this purchase was 0.46%. The holding were 63,000 shares as of .

Added: Markel Corp (MKL)

Archon Partners LLC added to a holding in Markel Corp by 23.82%. The purchase prices were between $1102.5 and $1179.77, with an estimated average price of $1138.3. The stock is now traded at around $1323.64. The impact to a portfolio due to this purchase was 0.44%. The holding were 11,630 shares as of .

Added: JPMorgan Chase & Co (JPM)

Archon Partners LLC added to a holding in JPMorgan Chase & Co by 21.10%. The purchase prices were between $111.82 and $139.4, with an estimated average price of $128.65. The stock is now traded at around $137.46. The impact to a portfolio due to this purchase was 0.27%. The holding were 66,000 shares as of .

Added: eHealth Inc (EHTH)

Archon Partners LLC added to a holding in eHealth Inc by 22.88%. The purchase prices were between $53.12 and $98.29, with an estimated average price of $78.28. The stock is now traded at around $124.19. The impact to a portfolio due to this purchase was 0.16%. The holding were 53,700 shares as of .

Added: FirstService Corp (FSV)

Archon Partners LLC added to a holding in FirstService Corp by 35.56%. The purchase prices were between $86.88 and $105.45, with an estimated average price of $94.12. The stock is now traded at around $111.71. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,100 shares as of .

Sold Out: Zscaler Inc (ZS)

Archon Partners LLC sold out a holding in Zscaler Inc. The sale prices were between $40.75 and $52.8, with an estimated average price of $46.5.



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