Stewart Asset Management, LLC Buys Intuitive Surgical Inc, The Walt Disney Co, UnitedHealth Group Inc, Sells Martin Marietta Materials Inc, Domino's Pizza Inc, Fastenal Co

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May 15, 2020
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Investment company Stewart Asset Management, LLC (Current Portfolio) buys Intuitive Surgical Inc, The Walt Disney Co, UnitedHealth Group Inc, Algonquin Power & Utilities Corp, Elanco Animal Health Inc, sells Martin Marietta Materials Inc, Domino's Pizza Inc, Fastenal Co, GrubHub Inc, Nike Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Stewart Asset Management, LLC. As of 2020Q1, Stewart Asset Management, LLC owns 33 stocks with a total value of $92 million. These are the details of the buys and sells.

For the details of Stewart Asset Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/stewart+asset+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Stewart Asset Management, LLC
  1. Amazon.com Inc (AMZN) - 5,573 shares, 11.77% of the total portfolio. Shares added by 11.82%
  2. Apple Inc (AAPL) - 30,861 shares, 8.50% of the total portfolio. Shares added by 5.09%
  3. Mastercard Inc (MA) - 32,001 shares, 8.37% of the total portfolio. Shares added by 11.77%
  4. Alphabet Inc (GOOG) - 5,808 shares, 7.32% of the total portfolio. Shares added by 10.13%
  5. The Walt Disney Co (DIS) - 64,725 shares, 6.77% of the total portfolio. Shares added by 27.11%
New Purchase: Intuitive Surgical Inc (ISRG)

Stewart Asset Management, LLC initiated holding in Intuitive Surgical Inc. The purchase prices were between $367.75 and $618.29, with an estimated average price of $551.71. The stock is now traded at around $517.27. The impact to a portfolio due to this purchase was 4.75%. The holding were 8,852 shares as of .

Added: The Walt Disney Co (DIS)

Stewart Asset Management, LLC added to a holding in The Walt Disney Co by 27.11%. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $105.91. The impact to a portfolio due to this purchase was 1.44%. The holding were 64,725 shares as of .

Added: UnitedHealth Group Inc (UNH)

Stewart Asset Management, LLC added to a holding in UnitedHealth Group Inc by 22.77%. The purchase prices were between $194.86 and $305.31, with an estimated average price of $276.19. The stock is now traded at around $290.61. The impact to a portfolio due to this purchase was 0.95%. The holding were 18,907 shares as of .

Added: Algonquin Power & Utilities Corp (AQN)

Stewart Asset Management, LLC added to a holding in Algonquin Power & Utilities Corp by 56.28%. The purchase prices were between $9.59 and $16.78, with an estimated average price of $14.59. The stock is now traded at around $13.29. The impact to a portfolio due to this purchase was 0.41%. The holding were 77,750 shares as of .

Added: Elanco Animal Health Inc (ELAN)

Stewart Asset Management, LLC added to a holding in Elanco Animal Health Inc by 22.96%. The purchase prices were between $16.68 and $32.25, with an estimated average price of $27.52. The stock is now traded at around $19.38. The impact to a portfolio due to this purchase was 0.37%. The holding were 80,829 shares as of .

Added: Alphabet Inc (GOOGL)

Stewart Asset Management, LLC added to a holding in Alphabet Inc by 67.95%. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1356.86. The impact to a portfolio due to this purchase was 0.36%. The holding were 697 shares as of .

Sold Out: Martin Marietta Materials Inc (MLM)

Stewart Asset Management, LLC sold out a holding in Martin Marietta Materials Inc. The sale prices were between $144.12 and $279.64, with an estimated average price of $240.53.

Sold Out: Fastenal Co (FAST)

Stewart Asset Management, LLC sold out a holding in Fastenal Co. The sale prices were between $28.18 and $39.02, with an estimated average price of $35.3.

Sold Out: Nike Inc (NKE)

Stewart Asset Management, LLC sold out a holding in Nike Inc. The sale prices were between $62.8 and $104.58, with an estimated average price of $93.5.

Sold Out: Truist Financial Corp (TFC)

Stewart Asset Management, LLC sold out a holding in Truist Financial Corp. The sale prices were between $25.69 and $56.67, with an estimated average price of $47.68.

Sold Out: Intel Corp (INTC)

Stewart Asset Management, LLC sold out a holding in Intel Corp. The sale prices were between $44.61 and $68.47, with an estimated average price of $59.3.

Sold Out: BlackRock Inc (BLK)

Stewart Asset Management, LLC sold out a holding in BlackRock Inc. The sale prices were between $327.42 and $572.48, with an estimated average price of $494.66.



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