Broadleaf Partners, LLC Buys Intuitive Surgical Inc, Biogen Inc, Mastercard Inc, Sells Zoom Video Communications Inc, ServiceNow Inc, The Trade Desk Inc

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Jan 31, 2020
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Investment company Broadleaf Partners, LLC (Current Portfolio) buys Intuitive Surgical Inc, Biogen Inc, Mastercard Inc, UnitedHealth Group Inc, Goldman Sachs Group Inc, sells Zoom Video Communications Inc, ServiceNow Inc, The Trade Desk Inc, Salesforce.com Inc, Paylocity Holding Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Broadleaf Partners, LLC. As of 2019Q4, Broadleaf Partners, LLC owns 65 stocks with a total value of $183 million. These are the details of the buys and sells.

For the details of Broadleaf Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/broadleaf+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Broadleaf Partners, LLC
  1. Microsoft Corp (MSFT) - 69,576 shares, 6.01% of the total portfolio. Shares reduced by 5.95%
  2. Apple Inc (AAPL) - 33,995 shares, 5.47% of the total portfolio. Shares reduced by 10.07%
  3. Amazon.com Inc (AMZN) - 5,184 shares, 5.24% of the total portfolio. Shares added by 9.34%
  4. Alphabet Inc (GOOG) - 6,419 shares, 4.70% of the total portfolio. Shares added by 0.23%
  5. Schwab International Equity ETF (SCHF) - 207,630 shares, 3.82% of the total portfolio. Shares added by 3.49%
New Purchase: Intuitive Surgical Inc (ISRG)

Broadleaf Partners, LLC initiated holding in Intuitive Surgical Inc. The purchase prices were between $509 and $598.81, with an estimated average price of $563.25. The stock is now traded at around $559.78. The impact to a portfolio due to this purchase was 1.99%. The holding were 6,134 shares as of .

New Purchase: The Walt Disney Co (DIS)

Broadleaf Partners, LLC initiated holding in The Walt Disney Co. The purchase prices were between $128.15 and $151.64, with an estimated average price of $140. The stock is now traded at around $137.71. The impact to a portfolio due to this purchase was 0.28%. The holding were 3,506 shares as of .

New Purchase: Comcast Corp (CMCSA)

Broadleaf Partners, LLC initiated holding in Comcast Corp. The purchase prices were between $42.07 and $46.08, with an estimated average price of $44.51. The stock is now traded at around $43.58. The impact to a portfolio due to this purchase was 0.22%. The holding were 8,814 shares as of .

New Purchase: Chevron Corp (CVX)

Broadleaf Partners, LLC initiated holding in Chevron Corp. The purchase prices were between $111.71 and $122.28, with an estimated average price of $117.86. The stock is now traded at around $107.77. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,568 shares as of .

New Purchase: Exxon Mobil Corp (XOM)

Broadleaf Partners, LLC initiated holding in Exxon Mobil Corp. The purchase prices were between $66.7 and $73.09, with an estimated average price of $69.16. The stock is now traded at around $62.19. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,746 shares as of .

New Purchase: Alphabet Inc (GOOGL)

Broadleaf Partners, LLC initiated holding in Alphabet Inc. The purchase prices were between $1177.92 and $1362.47, with an estimated average price of $1292.54. The stock is now traded at around $1439.91. The impact to a portfolio due to this purchase was 0.13%. The holding were 176 shares as of .

Added: Biogen Inc (BIIB)

Broadleaf Partners, LLC added to a holding in Biogen Inc by 24.43%. The purchase prices were between $220.06 and $304.07, with an estimated average price of $279.04. The stock is now traded at around $269.79. The impact to a portfolio due to this purchase was 0.66%. The holding were 20,808 shares as of .

Added: Mastercard Inc (MA)

Broadleaf Partners, LLC added to a holding in Mastercard Inc by 22.60%. The purchase prices were between $260.85 and $300.74, with an estimated average price of $282.5. The stock is now traded at around $321.33. The impact to a portfolio due to this purchase was 0.64%. The holding were 21,356 shares as of .

Added: UnitedHealth Group Inc (UNH)

Broadleaf Partners, LLC added to a holding in UnitedHealth Group Inc by 20.01%. The purchase prices were between $215.36 and $295.97, with an estimated average price of $263.11. The stock is now traded at around $274.75. The impact to a portfolio due to this purchase was 0.61%. The holding were 22,584 shares as of .

Added: Goldman Sachs Group Inc (GS)

Broadleaf Partners, LLC added to a holding in Goldman Sachs Group Inc by 20.43%. The purchase prices were between $196.85 and $231.21, with an estimated average price of $217.51. The stock is now traded at around $239.90. The impact to a portfolio due to this purchase was 0.53%. The holding were 24,821 shares as of .

Added: Procter & Gamble Co (PG)

Broadleaf Partners, LLC added to a holding in Procter & Gamble Co by 56.32%. The purchase prices were between $116.63 and $126.09, with an estimated average price of $122.36. The stock is now traded at around $126.25. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,500 shares as of .

Added: Schwab U.S. Large-Cap Growth ETF (SCHG)

Broadleaf Partners, LLC added to a holding in Schwab U.S. Large-Cap Growth ETF by 28.58%. The purchase prices were between $81.93 and $93.43, with an estimated average price of $88.36. The stock is now traded at around $96.25. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,263 shares as of .

Sold Out: Zoom Video Communications Inc (ZM)

Broadleaf Partners, LLC sold out a holding in Zoom Video Communications Inc. The sale prices were between $62 and $76.99, with an estimated average price of $68.76.



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