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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.

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

These are the top 5 holdings of Spence Asset Management
  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%
New Purchase: Livongo Health Inc (LVGO)

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 .

New Purchase: iShares Nasdaq Biotechnology Index Fund (IBB)

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 .

New Purchase: SPDR Series Trust S&P Biotech (XBI)

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 .

New Purchase: UnitedHealth Group Inc (UNH)

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 .

Added: Amazon.com Inc (AMZN)

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 .

Added: Salesforce.com Inc (CRM)

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 .

Sold Out: Splunk Inc (SPLK)

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.

Sold Out: Alerian MLP (AMLP)

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.

Sold Out: Vanguard Information Tech (VGT)

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.



Here is the complete portfolio of Spence Asset Management. Also check out:

1. Spence Asset Management's Undervalued Stocks
2. Spence Asset Management's Top Growth Companies, and
3. Spence Asset Management's High Yield stocks
4. Stocks that Spence Asset Management keeps buying

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