- New Purchases: LUV, TSLA, VTGN,
- Added Positions: VZ, ZM,
- Reduced Positions: AAPL, AJG, AMZN, MSFT, WMT, ADBE, PYPL, JNJ, SPY, GILD, HD, DLR, GOOGL, CRM, A, AMGN, CCI, BDX, TGT, AKAM, LRCX, V, FB, COST, NFLX, GOOG,
- Sold Out: CNC, LHX, RSG, GLD, ABBV, VTI,
For the details of Sitrin Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sitrin+capital+management+llc/current-portfolio/portfolio
These are the top 5 holdings of Sitrin Capital Management LLC- Agilent Technologies Inc (A) - 83,422 shares, 4.39% of the total portfolio. Shares reduced by 6.1%
- Adobe Inc (ADBE) - 16,518 shares, 4.28% of the total portfolio. Shares reduced by 27.29%
- Akamai Technologies Inc (AKAM) - 66,866 shares, 4.27% of the total portfolio. Shares reduced by 5.46%
- Facebook Inc (FB) - 31,087 shares, 4.21% of the total portfolio. Shares reduced by 5.54%
- The Home Depot Inc (HD) - 27,791 shares, 4.15% of the total portfolio. Shares reduced by 7.99%
Sitrin Capital Management LLC initiated holding in Southwest Airlines Co. The purchase prices were between $23.87 and $40.59, with an estimated average price of $31.86. The stock is now traded at around $32.72. The impact to a portfolio due to this purchase was 3.88%. The holding were 190,545 shares as of .
New Purchase: Tesla Inc (TSLA)Sitrin Capital Management LLC initiated holding in Tesla Inc. The purchase prices were between $454.47 and $1079.81, with an estimated average price of $803.57. The stock is now traded at around $1485.02. The impact to a portfolio due to this purchase was 0.14%. The holding were 214 shares as of .
New Purchase: VistaGen Therapeutics Inc (VTGN)Sitrin Capital Management LLC initiated holding in VistaGen Therapeutics Inc. The purchase prices were between $0.37 and $0.61, with an estimated average price of $0.46. The stock is now traded at around $0.80. The impact to a portfolio due to this purchase was 0.01%. The holding were 44,327 shares as of .
Sold Out: Centene Corp (CNC)Sitrin Capital Management LLC sold out a holding in Centene Corp. The sale prices were between $54.6 and $72.85, with an estimated average price of $65.04.
Sold Out: L3Harris Technologies Inc (LHX)Sitrin Capital Management LLC sold out a holding in L3Harris Technologies Inc. The sale prices were between $168.24 and $209.66, with an estimated average price of $187.74.
Sold Out: Republic Services Inc (RSG)Sitrin Capital Management LLC sold out a holding in Republic Services Inc. The sale prices were between $72.53 and $89.91, with an estimated average price of $80.57.
Sold Out: SPDR GOLD TRUST (GLD)Sitrin Capital Management LLC sold out a holding in SPDR GOLD TRUST. The sale prices were between $148.05 and $167.37, with an estimated average price of $161.08.
Sold Out: AbbVie Inc (ABBV)Sitrin Capital Management LLC sold out a holding in AbbVie Inc. The sale prices were between $73.37 and $98.18, with an estimated average price of $87.8.
Sold Out: VANGUARD INDEX FDS (VTI)Sitrin Capital Management LLC sold out a holding in VANGUARD INDEX FDS. The sale prices were between $122.96 and $164.1, with an estimated average price of $147.09.
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