- New Purchases: EW, APTV, NVDA, EFX, NUE,
- Added Positions: TJX, RDSMY, NKE, PG, JNJ, MSFT, PYPL, DIS, HON, MA, AMZN, RTX, UL, ABT, BDX, ILMN, NVO, FISV, XYL, ABBV, ATR, UNH, ADI, HD, CAT,
- Reduced Positions: GOOGL, MMM, NVS, DHR, OZK, INTC, BRK.B, V, BMY, DOV, LLY, EMR, FB, AMT, EOG,
For the details of PUZO MICHAEL J's stock buys and sells, go to https://www.gurufocus.com/guru/puzo+michael+j/current-portfolio/portfolio
These are the top 5 holdings of PUZO MICHAEL J- Apple Inc (AAPL) - 118,033 shares, 6.03% of the total portfolio. Shares added by 0.01%
- Alphabet Inc (GOOGL) - 5,526 shares, 4.60% of the total portfolio. Shares reduced by 3.31%
- Automatic Data Processing Inc (ADP) - 56,473 shares, 4.01% of the total portfolio. Shares added by 0.69%
- Microsoft Corp (MSFT) - 40,379 shares, 3.91% of the total portfolio. Shares added by 2.16%
- Danaher Corp (DHR) - 41,244 shares, 3.90% of the total portfolio. Shares reduced by 1.94%
Puzo Michael J initiated holding in Edwards Lifesciences Corp. The purchase prices were between $106.37 and $130.68, with an estimated average price of $116.86. The stock is now traded at around $111.420000. The impact to a portfolio due to this purchase was 0.24%. The holding were 6,570 shares as of 2021-12-31.
New Purchase: Aptiv PLC (APTV)Puzo Michael J initiated holding in Aptiv PLC. The purchase prices were between $153.36 and $178.12, with an estimated average price of $167.06. The stock is now traded at around $134.240000. The impact to a portfolio due to this purchase was 0.24%. The holding were 5,096 shares as of 2021-12-31.
New Purchase: NVIDIA Corp (NVDA)Puzo Michael J initiated holding in NVIDIA Corp. The purchase prices were between $197.32 and $333.76, with an estimated average price of $277.31. The stock is now traded at around $251.080000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,180 shares as of 2021-12-31.
New Purchase: Nucor Corp (NUE)Puzo Michael J initiated holding in Nucor Corp. The purchase prices were between $95.99 and $119.67, with an estimated average price of $109.69. The stock is now traded at around $115.570000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,800 shares as of 2021-12-31.
New Purchase: Equifax Inc (EFX)Puzo Michael J initiated holding in Equifax Inc. The purchase prices were between $253.4 and $297.05, with an estimated average price of $278.93. The stock is now traded at around $236.070000. The impact to a portfolio due to this purchase was 0.06%. The holding were 750 shares as of 2021-12-31.
Added: Novo Nordisk A/S (NVO)Puzo Michael J added to a holding in Novo Nordisk A/S by 21.57%. The purchase prices were between $96.55 and $117.08, with an estimated average price of $108.55. The stock is now traded at around $101.550000. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,200 shares as of 2021-12-31.
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