Sand Hill Global Advisors, LLC Buys Vanguard FTSE Emerging Markets, iShares Core U.S. Aggregate Bond, Vanguard Real Estate, Sells Gilead Sciences Inc, Nokia Oyj, Atmos Energy Corp

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Feb 24, 2020
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Palo Alto, CA, based Investment company Sand Hill Global Advisors, LLC (Current Portfolio) buys Vanguard FTSE Emerging Markets, iShares Core U.S. Aggregate Bond, Vanguard Real Estate, Vanguard S&P 500, iShares Short Maturity Bond, sells Gilead Sciences Inc, Nokia Oyj, Atmos Energy Corp, Medtronic PLC, PowerShares QQQ Trust Ser 1 during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Sand Hill Global Advisors, LLC. As of 2019Q4, Sand Hill Global Advisors, LLC owns 131 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of Sand Hill Global Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sand+hill+global+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Sand Hill Global Advisors, LLC
  1. SPDR S&P 500 (SPY) - 728,782 shares, 21.62% of the total portfolio. Shares reduced by 0.46%
  2. iShares MSCI EAFE (EFA) - 1,419,629 shares, 9.09% of the total portfolio. Shares added by 1.10%
  3. Vanguard FTSE Emerging Markets (VWO) - 1,947,260 shares, 7.98% of the total portfolio. Shares added by 70.99%
  4. iShares Russell 2000 (IWM) - 467,544 shares, 7.14% of the total portfolio. Shares added by 0.89%
  5. Vanguard S&P 500 (VOO) - 237,260 shares, 6.47% of the total portfolio. Shares added by 21.68%
New Purchase: iShares Short Maturity Bond (NEAR)

Sand Hill Global Advisors, LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $50.21 and $50.36, with an estimated average price of $50.29. The stock is now traded at around $50.36. The impact to a portfolio due to this purchase was 0.9%. The holding were 194,449 shares as of .

New Purchase: Vanguard Total International Bond ETF (BNDX)

Sand Hill Global Advisors, LLC initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $56.58 and $58.91, with an estimated average price of $58.04. The stock is now traded at around $57.96. The impact to a portfolio due to this purchase was 0.57%. The holding were 110,096 shares as of .

New Purchase: Fidelity National Information Services Inc (FIS)

Sand Hill Global Advisors, LLC initiated holding in Fidelity National Information Services Inc. The purchase prices were between $125.44 and $139.75, with an estimated average price of $134.26. The stock is now traded at around $150.87. The impact to a portfolio due to this purchase was 0.43%. The holding were 33,240 shares as of .

New Purchase: Vanguard FTSE All World Ex US (VEU)

Sand Hill Global Advisors, LLC initiated holding in Vanguard FTSE All World Ex US. The purchase prices were between $48.63 and $54.07, with an estimated average price of $52.01. The stock is now traded at around $50.84. The impact to a portfolio due to this purchase was 0.36%. The holding were 72,216 shares as of .

New Purchase: iShares Russell 3000 (IWV)

Sand Hill Global Advisors, LLC initiated holding in iShares Russell 3000. The purchase prices were between $167.8 and $189.08, with an estimated average price of $179.68. The stock is now traded at around $189.01. The impact to a portfolio due to this purchase was 0.34%. The holding were 19,384 shares as of .

New Purchase: iShares MSCI ACWI Ex US Index Fund (ACWX)

Sand Hill Global Advisors, LLC initiated holding in iShares MSCI ACWI Ex US Index Fund. The purchase prices were between $44.83 and $49.24, with an estimated average price of $47.74. The stock is now traded at around $46.44. The impact to a portfolio due to this purchase was 0.26%. The holding were 58,458 shares as of .

Added: Vanguard FTSE Emerging Markets (VWO)

Sand Hill Global Advisors, LLC added to a holding in Vanguard FTSE Emerging Markets by 70.99%. The purchase prices were between $39.79 and $44.7, with an estimated average price of $42.43. The stock is now traded at around $41.70. The impact to a portfolio due to this purchase was 3.31%. The holding were 1,947,260 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

Sand Hill Global Advisors, LLC added to a holding in iShares Core U.S. Aggregate Bond by 896.83%. The purchase prices were between $111.14 and $112.89, with an estimated average price of $112.02. The stock is now traded at around $115.27. The impact to a portfolio due to this purchase was 2.03%. The holding were 218,276 shares as of .

Added: Vanguard Real Estate (VNQ)

Sand Hill Global Advisors, LLC added to a holding in Vanguard Real Estate by 51.60%. The purchase prices were between $90.14 and $95.25, with an estimated average price of $92.6. The stock is now traded at around $98.21. The impact to a portfolio due to this purchase was 1.7%. The holding were 585,094 shares as of .

Added: Vanguard S&P 500 (VOO)

Sand Hill Global Advisors, LLC added to a holding in Vanguard S&P 500 by 21.68%. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $296.24. The impact to a portfolio due to this purchase was 1.15%. The holding were 237,260 shares as of .

Added: Vanguard Total Stock Market (VTI)

Sand Hill Global Advisors, LLC added to a holding in Vanguard Total Stock Market by 267.81%. The purchase prices were between $146.61 and $164.29, with an estimated average price of $156.97. The stock is now traded at around $164.30. The impact to a portfolio due to this purchase was 0.47%. The holding were 42,408 shares as of .

Added: iShares Russell 1000 (IWB)

Sand Hill Global Advisors, LLC added to a holding in iShares Russell 1000 by 73.11%. The purchase prices were between $158.94 and $178.97, with an estimated average price of $170.11. The stock is now traded at around $179.30. The impact to a portfolio due to this purchase was 0.08%. The holding were 11,775 shares as of .

Sold Out: Nokia Oyj (NOK)

Sand Hill Global Advisors, LLC sold out a holding in Nokia Oyj. The sale prices were between $3.35 and $5.23, with an estimated average price of $3.91.

Sold Out: Atmos Energy Corp (ATO)

Sand Hill Global Advisors, LLC sold out a holding in Atmos Energy Corp. The sale prices were between $105.47 and $113.42, with an estimated average price of $109.6.

Sold Out: Comcast Corp (CMCSA)

Sand Hill Global Advisors, LLC sold out a holding in Comcast Corp. The sale prices were between $42.07 and $46.08, with an estimated average price of $44.51.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

Sand Hill Global Advisors, LLC sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $184.05 and $213.79, with an estimated average price of $200.68.

Sold Out: Medtronic PLC (MDT)

Sand Hill Global Advisors, LLC sold out a holding in Medtronic PLC. The sale prices were between $104.49 and $114.54, with an estimated average price of $109.86.

Sold Out: Sonoco Products Co (SON)

Sand Hill Global Advisors, LLC sold out a holding in Sonoco Products Co. The sale prices were between $55.61 and $62.39, with an estimated average price of $59.24.



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