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- Apple Inc (AAPL) - 67,834 shares, 5.66% of the total portfolio. Shares added by 0.25%
- Microsoft Corp (MSFT) - 33,526 shares, 5.30% of the total portfolio. Shares added by 0.24%
- NVIDIA Corp (NVDA) - 37,487 shares, 5.19% of the total portfolio. Shares added by 0.15%
- Costco Wholesale Corp (COST) - 18,915 shares, 5.05% of the total portfolio. Shares added by 0.51%
- Alphabet Inc (GOOGL) - 3,025 shares, 4.12% of the total portfolio. Shares added by 0.57%
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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