- New Purchases: FTEC, IXUS, AAPL, COP, ELGX,
- Added Positions: UPS, PG, JNJ, DUK, USB, WFC, ITOT, KO, MO, WMT,
- Reduced Positions: VVC, HON, MSFT, HD, ABBV, LOW, DIS, IP, GE, FITB,
- Sold Out: BRK.A,
For the details of LYNCH & ASSOCIATES's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=LYNCH+%26+ASSOCIATES
These are the top 5 holdings of LYNCH & ASSOCIATES- Microsoft Corp (MSFT) - 145,782 shares, 5.7% of the total portfolio. Shares reduced by 2.49%
- Johnson & Johnson (JNJ) - 95,497 shares, 4.51% of the total portfolio. Shares added by 3.96%
- United Parcel Service Inc (UPS) - 97,027 shares, 3.87% of the total portfolio. Shares added by 9.01%
- iShares Core S&P 500 (IVV) - 38,273 shares, 3.83% of the total portfolio. Shares reduced by 1.25%
- iShares Core S&P Mid-Cap (IJH) - 55,631 shares, 3.83% of the total portfolio. Shares added by 1.71%
Lynch & Associates initiated holding in Fidelity MSCI Information Technology Index. The purchase prices were between $55.17 and $60.66, with an estimated average price of $58.54. The stock is now traded at around $58.59. The impact to a portfolio due to this purchase was 0.4%. The holding were 19,477 shares as of 2018-09-30.
New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)Lynch & Associates initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $58.41 and $61.77, with an estimated average price of $60.21. The stock is now traded at around $58.68. The impact to a portfolio due to this purchase was 0.4%. The holding were 19,245 shares as of 2018-09-30.
New Purchase: Apple Inc (AAPL)Lynch & Associates initiated holding in Apple Inc. The purchase prices were between $183.92 and $228.36, with an estimated average price of $208.3. The stock is now traded at around $224.29. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,267 shares as of 2018-09-30.
New Purchase: ConocoPhillips (COP)Lynch & Associates initiated holding in ConocoPhillips. The purchase prices were between $67.82 and $78.11, with an estimated average price of $72.12. The stock is now traded at around $78.39. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,672 shares as of 2018-09-30.
New Purchase: Endologix Inc (ELGX)Lynch & Associates initiated holding in Endologix Inc. The purchase prices were between $1.72 and $5.78, with an estimated average price of $3.57. The stock is now traded at around $1.55. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,800 shares as of 2018-09-30.
Sold Out: Berkshire Hathaway Inc (BRK.A)Lynch & Associates sold out a holding in Berkshire Hathaway Inc. The sale prices were between $282000 and $333415, with an estimated average price of $309675.
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