Spence Asset Management Buys Livongo Health Inc, Amazon.com Inc, Salesforce.com Inc, Sells Teladoc Health Inc, Shopify Inc, Splunk Inc

Investment company Spence Asset Management (Current Portfolio) buys Livongo Health Inc, Amazon.com Inc, Salesforce.com Inc, UnitedHealth Group Inc, iShares Nasdaq Biotechnology Index Fund, sells Teladoc Health Inc, Shopify Inc, Splunk Inc, Alerian MLP, Vanguard Information Tech during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Spence Asset Management. As of 2020Q2, Spence Asset Management owns 40 stocks with a total value of $262 million. These are the details of the buys and sells.

• New Purchases: LVGO, UNH, IBB, XBI,
• Added Positions: ISRG, V, TYL, GOOG, CSGP, MSFT, ROKU, IDXX, AMZN, IHI, GOOGL, CRM,
• Reduced Positions: TDOC, SHOP, SPY, QQQ, IGV, FFC,
• Sold Out: SPLK, AMLP, VGT,

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• AMZN 30-Year Financial Data
• The intrinsic value of AMZN
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For the details of Spence Asset Management's stock buys and sells, go to https://www.gurufocus.com/guru/spence+asset+management/current-portfolio/portfolio

1. Mastercard Inc (MA) - 72,746 shares, 8.17% of the total portfolio. Shares added by 0.80%
2. Veeva Systems Inc (VEEV) - 85,551 shares, 7.64% of the total portfolio. Shares reduced by 0.59%
3. Visa Inc (V) - 99,305 shares, 7.31% of the total portfolio. Shares added by 1.69%
4. Adobe Inc (ADBE) - 42,563 shares, 7.06% of the total portfolio. Shares reduced by 0.02%
5. Microsoft Corp (MSFT) - 91,100 shares, 7.06% of the total portfolio. Shares added by 1.04%

Spence Asset Management initiated holding in Livongo Health Inc. The purchase prices were between $26.13 and $76.69, with an estimated average price of $51.78. The stock is now traded at around $77.63. The impact to a portfolio due to this purchase was 6.45%. The holding were 225,196 shares as of .

Spence Asset Management initiated holding in iShares Nasdaq Biotechnology Index Fund. The purchase prices were between $103.79 and $138.65, with an estimated average price of $127.06. The stock is now traded at around $139.44. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 7 shares as of .

Spence Asset Management initiated holding in SPDR Series Trust S&P Biotech. The purchase prices were between $73.26 and $114.17, with an estimated average price of $98.05. The stock is now traded at around $112.92. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 18 shares as of .

Spence Asset Management initiated holding in UnitedHealth Group Inc. The purchase prices were between $229.49 and $311.85, with an estimated average price of $285.69. The stock is now traded at around $302.81. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 8 shares as of .

Spence Asset Management added to a holding in Amazon.com Inc by 57.14%. The purchase prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3057.04. The impact to a portfolio due to this purchase was 0.01%. The holding were 22 shares as of .

Spence Asset Management added to a holding in Salesforce.com Inc by 60.56%. The purchase prices were between $134.06 and $191.65, with an estimated average price of $168.06. The stock is now traded at around $197.72. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 114 shares as of .

Spence Asset Management sold out a holding in Splunk Inc. The sale prices were between $102.14 and $198.7, with an estimated average price of $157.55.

Spence Asset Management sold out a holding in Alerian MLP. The sale prices were between $16.43 and $31.7, with an estimated average price of $24.12.

Spence Asset Management sold out a holding in Vanguard Information Tech. The sale prices were between $201.88 and $278.76, with an estimated average price of $248.78.