Moody Lynn & Lieberson, Inc. Buys SPDR Gold Trust, PepsiCo Inc, Otis Worldwide Corp, Sells ishares Gold Trust, Raytheon Co, Berkshire Hathaway Inc

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Jul 24, 2020
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Boston, MA, based Investment company Moody Lynn & Lieberson, Inc. (Current Portfolio) buys SPDR Gold Trust, PepsiCo Inc, Otis Worldwide Corp, NVIDIA Corp, Honeywell International Inc, sells ishares Gold Trust, Raytheon Co, Berkshire Hathaway Inc, Mastercard Inc, Intuit Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Moody Lynn & Lieberson, Inc.. As of 2020Q2, Moody Lynn & Lieberson, Inc. owns 177 stocks with a total value of $917 million. These are the details of the buys and sells.

For the details of MOODY LYNN & LIEBERSON, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/moody+lynn+%26+lieberson%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of MOODY LYNN & LIEBERSON, INC.
  1. Microsoft Corp (MSFT) - 291,335 shares, 6.46% of the total portfolio. Shares reduced by 1.59%
  2. SPDR Gold Trust (GLD) - 236,859 shares, 4.58% of the total portfolio. New Position
  3. Amazon.com Inc (AMZN) - 11,417 shares, 3.43% of the total portfolio. Shares added by 9.03%
  4. Mastercard Inc (MA) - 103,402 shares, 3.33% of the total portfolio. Shares reduced by 20.67%
  5. Alphabet Inc (GOOGL) - 20,722 shares, 3.20% of the total portfolio. Shares reduced by 11.68%
New Purchase: SPDR Gold Trust (GLD)

Moody Lynn & Lieberson, Inc. initiated holding in SPDR Gold Trust. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $178.83. The impact to a portfolio due to this purchase was 4.58%. The holding were 236,859 shares as of .

New Purchase: Otis Worldwide Corp (OTIS)

Moody Lynn & Lieberson, Inc. initiated holding in Otis Worldwide Corp. The purchase prices were between $44 and $61.26, with an estimated average price of $51.55. The stock is now traded at around $58.85. The impact to a portfolio due to this purchase was 1.11%. The holding were 179,671 shares as of .

New Purchase: Crown Castle International Corp (CCI)

Moody Lynn & Lieberson, Inc. initiated holding in Crown Castle International Corp. The purchase prices were between $137.59 and $174.56, with an estimated average price of $160.78. The stock is now traded at around $167.09. The impact to a portfolio due to this purchase was 0.58%. The holding were 31,543 shares as of .

New Purchase: T-Mobile US Inc (TMUS)

Moody Lynn & Lieberson, Inc. initiated holding in T-Mobile US Inc. The purchase prices were between $81.98 and $110.19, with an estimated average price of $95.53. The stock is now traded at around $105.07. The impact to a portfolio due to this purchase was 0.57%. The holding were 50,621 shares as of .

New Purchase: Electronic Arts Inc (EA)

Moody Lynn & Lieberson, Inc. initiated holding in Electronic Arts Inc. The purchase prices were between $97.53 and $132.05, with an estimated average price of $117.72. The stock is now traded at around $135.92. The impact to a portfolio due to this purchase was 0.53%. The holding were 36,820 shares as of .

New Purchase: Ciena Corp (CIEN)

Moody Lynn & Lieberson, Inc. initiated holding in Ciena Corp. The purchase prices were between $39.81 and $56.31, with an estimated average price of $49.54. The stock is now traded at around $55.98. The impact to a portfolio due to this purchase was 0.51%. The holding were 86,645 shares as of .

Added: PepsiCo Inc (PEP)

Moody Lynn & Lieberson, Inc. added to a holding in PepsiCo Inc by 366.40%. The purchase prices were between $118.12 and $138.4, with an estimated average price of $131.65. The stock is now traded at around $136.70. The impact to a portfolio due to this purchase was 1.17%. The holding were 103,596 shares as of .

Added: NVIDIA Corp (NVDA)

Moody Lynn & Lieberson, Inc. added to a holding in NVIDIA Corp by 88.27%. The purchase prices were between $243.07 and $381.07, with an estimated average price of $322.32. The stock is now traded at around $410.26. The impact to a portfolio due to this purchase was 0.93%. The holding were 48,082 shares as of .

Added: Honeywell International Inc (HON)

Moody Lynn & Lieberson, Inc. added to a holding in Honeywell International Inc by 103.76%. The purchase prices were between $122.97 and $162.92, with an estimated average price of $140.33. The stock is now traded at around $150.65. The impact to a portfolio due to this purchase was 0.81%. The holding were 100,555 shares as of .

Added: Linde PLC (LIN)

Moody Lynn & Lieberson, Inc. added to a holding in Linde PLC by 78.52%. The purchase prices were between $160.87 and $221.28, with an estimated average price of $192.72. The stock is now traded at around $243.89. The impact to a portfolio due to this purchase was 0.69%. The holding were 68,093 shares as of .

Added: JPMorgan Chase & Co (JPM)

Moody Lynn & Lieberson, Inc. added to a holding in JPMorgan Chase & Co by 22.60%. The purchase prices were between $84.03 and $113.45, with an estimated average price of $94.84. The stock is now traded at around $98.67. The impact to a portfolio due to this purchase was 0.57%. The holding were 299,152 shares as of .

Added: Palo Alto Networks Inc (PANW)

Moody Lynn & Lieberson, Inc. added to a holding in Palo Alto Networks Inc by 690.29%. The purchase prices were between $162.66 and $239.86, with an estimated average price of $210.57. The stock is now traded at around $244.98. The impact to a portfolio due to this purchase was 0.51%. The holding were 23,203 shares as of .

Sold Out: ishares Gold Trust (IAU)

Moody Lynn & Lieberson, Inc. sold out a holding in ishares Gold Trust. The sale prices were between $15.07 and $16.99, with an estimated average price of $16.36.

Sold Out: Raytheon Co (RTN)

Moody Lynn & Lieberson, Inc. sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: Qualcomm Inc (QCOM)

Moody Lynn & Lieberson, Inc. sold out a holding in Qualcomm Inc. The sale prices were between $65.23 and $91.37, with an estimated average price of $79.85.

Sold Out: Chubb Ltd (CB)

Moody Lynn & Lieberson, Inc. sold out a holding in Chubb Ltd. The sale prices were between $95.25 and $140.7, with an estimated average price of $115.94.

Sold Out: Sea Ltd (SE)

Moody Lynn & Lieberson, Inc. sold out a holding in Sea Ltd. The sale prices were between $42.1 and $113.39, with an estimated average price of $71.65.

Sold Out: M&T Bank Corp (MTB)

Moody Lynn & Lieberson, Inc. sold out a holding in M&T Bank Corp. The sale prices were between $89.12 and $127.4, with an estimated average price of $105.57.



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