- New Purchases: ADBE, SBUX, A2A, ETSY, NVST, SHSP,
- Added Positions: NTR, BZLFY, SSNC, IVV,
- Reduced Positions: AAPL, BA, MTN, SLB, SPGI, XOM, CMI, BRK.B, MSFT, MDT, VFC, IWM, DSKE, CVX, ADP, LIN, DIS, SYY, SATS, GIS, KO, ABBV, XEL, ABT,
- Sold Out: SPG, WTRG, BIG, TIGO, PEG, EFA, EBAY, AON, AINC, CB, IBM, IJH, BMY,
For the details of O'Brien Greene & Co. Inc's stock buys and sells, go to https://www.gurufocus.com/guru/o%27brien+greene+%26+co.+inc/current-portfolio/portfolio
These are the top 5 holdings of O'Brien Greene & Co. Inc- Apple Inc (AAPL) - 27,337 shares, 4.64% of the total portfolio. Shares reduced by 31.61%
- Danaher Corp (DHR) - 40,102 shares, 3.71% of the total portfolio. Shares reduced by 0.79%
- S&P Global Inc (SPGI) - 22,198 shares, 3.63% of the total portfolio. Shares reduced by 2.93%
- Berkshire Hathaway Inc (BRK.B) - 29,259 shares, 3.57% of the total portfolio. Shares reduced by 1.72%
- NextEra Energy Inc (NEE) - 22,095 shares, 3.55% of the total portfolio. Shares reduced by 0.36%
O'Brien Greene & Co. Inc initiated holding in Adobe Inc. The purchase prices were between $285 and $383.28, with an estimated average price of $342.56. The stock is now traded at around $368.56. The impact to a portfolio due to this purchase was 2.49%. The holding were 11,722 shares as of .
New Purchase: Starbucks Corp (SBUX)O'Brien Greene & Co. Inc initiated holding in Starbucks Corp. The purchase prices were between $56.33 and $93.75, with an estimated average price of $81.31. The stock is now traded at around $75.09. The impact to a portfolio due to this purchase was 2.21%. The holding were 50,240 shares as of .
New Purchase: Essential Utilities Inc (A2A)O'Brien Greene & Co. Inc initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $38.20. The impact to a portfolio due to this purchase was 0.46%. The holding were 17,120 shares as of .
New Purchase: Etsy Inc (ETSY)O'Brien Greene & Co. Inc initiated holding in Etsy Inc. The purchase prices were between $31.69 and $62.46, with an estimated average price of $48.88. The stock is now traded at around $76.94. The impact to a portfolio due to this purchase was 0.36%. The holding were 14,000 shares as of .
New Purchase: Envista Holdings Corp (NVST)O'Brien Greene & Co. Inc initiated holding in Envista Holdings Corp. The purchase prices were between $11.91 and $33.2, with an estimated average price of $25.83. The stock is now traded at around $18.48. The impact to a portfolio due to this purchase was 0.13%. The holding were 12,656 shares as of .
New Purchase: SharpSpring Inc (SHSP)O'Brien Greene & Co. Inc initiated holding in SharpSpring Inc. The purchase prices were between $5.71 and $13.8, with an estimated average price of $10.81. The stock is now traded at around $7.18. The impact to a portfolio due to this purchase was 0.11%. The holding were 26,000 shares as of .
Sold Out: Simon Property Group Inc (SPG)O'Brien Greene & Co. Inc sold out a holding in Simon Property Group Inc. The sale prices were between $44.92 and $149.11, with an estimated average price of $120.76.
Sold Out: Essential Utilities Inc (WTRG)O'Brien Greene & Co. Inc sold out a holding in Essential Utilities Inc. The sale prices were between $32.65 and $54.07, with an estimated average price of $47.33.
Sold Out: Big Lots Inc (BIG)O'Brien Greene & Co. Inc sold out a holding in Big Lots Inc. The sale prices were between $10.64 and $30.06, with an estimated average price of $22.85.
Sold Out: Millicom International Cellular SA (TIGO)O'Brien Greene & Co. Inc sold out a holding in Millicom International Cellular SA. The sale prices were between $22.5 and $49.39, with an estimated average price of $42.17.
Sold Out: iShares MSCI EAFE (EFA)O'Brien Greene & Co. Inc sold out a holding in iShares MSCI EAFE. The sale prices were between $46.5 and $70.38, with an estimated average price of $63.47.
Sold Out: Public Service Enterprise Group Inc (PEG)O'Brien Greene & Co. Inc sold out a holding in Public Service Enterprise Group Inc. The sale prices were between $36.86 and $61.74, with an estimated average price of $54.24.
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