Sitrin Capital Management LLC Buys Lowe's Inc, General Motors Co, Oracle Corp, Sells DocuSign Inc, Carnival Corp, Crown Castle International Corp

Investment company Sitrin Capital Management LLC (Current Portfolio) buys Lowe's Inc, General Motors Co, Oracle Corp, FedEx Corp, sells DocuSign Inc, Carnival Corp, Crown Castle International Corp, Boeing Co, Sylvamo Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Sitrin Capital Management LLC. As of 2021Q4, Sitrin Capital Management LLC owns 33 stocks with a total value of $213 million. These are the details of the buys and sells.

For the details of Sitrin Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sitrin+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Sitrin Capital Management LLC
  1. Apple Inc (AAPL) - 67,834 shares, 5.66% of the total portfolio. Shares added by 0.25%
  2. Microsoft Corp (MSFT) - 33,526 shares, 5.30% of the total portfolio. Shares added by 0.24%
  3. NVIDIA Corp (NVDA) - 37,487 shares, 5.19% of the total portfolio. Shares added by 0.15%
  4. Costco Wholesale Corp (COST) - 18,915 shares, 5.05% of the total portfolio. Shares added by 0.51%
  5. Alphabet Inc (GOOGL) - 3,025 shares, 4.12% of the total portfolio. Shares added by 0.57%
New Purchase: Lowe's Companies Inc (LOW)

Sitrin Capital Management LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $243.400000. The impact to a portfolio due to this purchase was 3.48%. The holding were 28,595 shares as of 2021-12-31.

New Purchase: General Motors Co (GM)

Sitrin Capital Management LLC initiated holding in General Motors Co. The purchase prices were between $53.93 and $64.61, with an estimated average price of $58.54. The stock is now traded at around $61.100000. The impact to a portfolio due to this purchase was 3.14%. The holding were 113,694 shares as of 2021-12-31.

New Purchase: Oracle Corp (ORCL)

Sitrin Capital Management LLC initiated holding in Oracle Corp. The purchase prices were between $87.21 and $103.65, with an estimated average price of $93.89. The stock is now traded at around $87.690000. The impact to a portfolio due to this purchase was 3.03%. The holding were 73,912 shares as of 2021-12-31.

New Purchase: FedEx Corp (FDX)

Sitrin Capital Management LLC initiated holding in FedEx Corp. The purchase prices were between $217.87 and $258.64, with an estimated average price of $240.55. The stock is now traded at around $256.220000. The impact to a portfolio due to this purchase was 0.11%. The holding were 890 shares as of 2021-12-31.

Sold Out: DocuSign Inc (DOCU)

Sitrin Capital Management LLC sold out a holding in DocuSign Inc. The sale prices were between $135.09 and $284.11, with an estimated average price of $226.68.

Sold Out: Carnival Corp (CCL)

Sitrin Capital Management LLC sold out a holding in Carnival Corp. The sale prices were between $16.38 and $25.42, with an estimated average price of $21.3.

Sold Out: Crown Castle International Corp (CCI)

Sitrin Capital Management LLC sold out a holding in Crown Castle International Corp. The sale prices were between $167.81 and $208.74, with an estimated average price of $185.09.

Sold Out: Boeing Co (BA)

Sitrin Capital Management LLC sold out a holding in Boeing Co. The sale prices were between $188.19 and $233.09, with an estimated average price of $210.93.

Sold Out: Sylvamo Corp (SLVM)

Sitrin Capital Management LLC sold out a holding in Sylvamo Corp. The sale prices were between $24.8 and $33.1, with an estimated average price of $29.08.



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