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Kuntz Lesher Capital LLC Buys ISHARES TRUST, ISHARES TRUST, Blackstone Group Inc, Sells BlackRock Inc, Masco Corp, Trane Technologies PLC

Lancaster, PA, based Investment company Kuntz Lesher Capital LLC (Current Portfolio) buys ISHARES TRUST, ISHARES TRUST, Blackstone Group Inc, American Tower Corp, Edwards Lifesciences Corp, sells BlackRock Inc, Masco Corp, Trane Technologies PLC, VANGUARD INDEX FDS, ISHARES TRUST during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Kuntz Lesher Capital LLC. As of 2020Q2, Kuntz Lesher Capital LLC owns 108 stocks with a total value of $580 million. These are the details of the buys and sells.

For the details of Kuntz Lesher Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kuntz+lesher+capital+llc/current-portfolio/portfolio

These are the top 5 holdings of Kuntz Lesher Capital LLC
  1. ISHARES TRUST (IEFA) - 1,265,013 shares, 12.47% of the total portfolio. Shares added by 7.69%
  2. ISHARES TRUST (IVV) - 189,983 shares, 10.14% of the total portfolio. Shares added by 16.45%
  3. SCHWAB STRATEGIC T (SCHX) - 629,958 shares, 8.05% of the total portfolio. Shares added by 1.10%
  4. SCHWAB STRATEGIC T (SCHM) - 536,087 shares, 4.86% of the total portfolio. Shares added by 5.94%
  5. ISHARES TRUST (IJH) - 124,361 shares, 3.81% of the total portfolio. Shares added by 22.02%
New Purchase: Blackstone Group Inc (BX)

Kuntz Lesher Capital LLC initiated holding in Blackstone Group Inc. The purchase prices were between $40.8 and $59.45, with an estimated average price of $52.49. The stock is now traded at around $53.00. The impact to a portfolio due to this purchase was 0.27%. The holding were 27,944 shares as of .

New Purchase: American Tower Corp (AMT)

Kuntz Lesher Capital LLC initiated holding in American Tower Corp. The purchase prices were between $206.97 and $267.39, with an estimated average price of $247.05. The stock is now traded at around $255.51. The impact to a portfolio due to this purchase was 0.25%. The holding were 5,513 shares as of .

New Purchase: Trane Technologies PLC (TT)

Kuntz Lesher Capital LLC initiated holding in Trane Technologies PLC. The purchase prices were between $76.65 and $102.01, with an estimated average price of $86.92. The stock is now traded at around $115.49. The impact to a portfolio due to this purchase was 0.22%. The holding were 14,410 shares as of .

New Purchase: ISHARES TRUST (IJK)

Kuntz Lesher Capital LLC initiated holding in ISHARES TRUST. The purchase prices were between $165.94 and $236.9, with an estimated average price of $206.97. The stock is now traded at around $244.84. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,337 shares as of .

New Purchase: NVIDIA Corp (NVDA)

Kuntz Lesher Capital LLC initiated holding in NVIDIA Corp. 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 $453.42. The impact to a portfolio due to this purchase was 0.04%. The holding were 626 shares as of .

New Purchase: Marriott International Inc (MAR)

Kuntz Lesher Capital LLC initiated holding in Marriott International Inc. The purchase prices were between $59.08 and $113.14, with an estimated average price of $86.65. The stock is now traded at around $90.39. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,455 shares as of .

Added: ISHARES TRUST (IJH)

Kuntz Lesher Capital LLC added to a holding in ISHARES TRUST by 22.02%. The purchase prices were between $132.69 and $193.7, with an estimated average price of $165.21. The stock is now traded at around $191.25. The impact to a portfolio due to this purchase was 0.69%. The holding were 124,361 shares as of .

Added: ISHARES TRUST (IJR)

Kuntz Lesher Capital LLC added to a holding in ISHARES TRUST by 21.71%. The purchase prices were between $50.81 and $75.28, with an estimated average price of $62.85. The stock is now traded at around $73.69. The impact to a portfolio due to this purchase was 0.55%. The holding were 260,987 shares as of .

Added: Edwards Lifesciences Corp (EW)

Kuntz Lesher Capital LLC added to a holding in Edwards Lifesciences Corp by 210.01%. The purchase prices were between $57.54 and $76.95, with an estimated average price of $70.98. The stock is now traded at around $77.41. The impact to a portfolio due to this purchase was 0.22%. The holding were 26,562 shares as of .

Added: ISHARES TRUST (IWR)

Kuntz Lesher Capital LLC added to a holding in ISHARES TRUST by 24.84%. The purchase prices were between $40.52 and $57.45, with an estimated average price of $49.89. The stock is now traded at around $57.70. The impact to a portfolio due to this purchase was 0.02%. The holding were 11,282 shares as of .

Sold Out: BlackRock Inc (BLK)

Kuntz Lesher Capital LLC sold out a holding in BlackRock Inc. The sale prices were between $409.54 and $558.06, with an estimated average price of $503.56.

Sold Out: Masco Corp (MAS)

Kuntz Lesher Capital LLC sold out a holding in Masco Corp. The sale prices were between $32.41 and $50.21, with an estimated average price of $43.19.

Sold Out: Trane Technologies PLC (2IS)

Kuntz Lesher Capital LLC sold out a holding in Trane Technologies PLC. The sale prices were between $69.5 and $91, with an estimated average price of $78.35.

Sold Out: VANGUARD INDEX FDS (VTI)

Kuntz Lesher Capital 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.

Sold Out: ISHARES TRUST (EFA)

Kuntz Lesher Capital LLC sold out a holding in ISHARES TRUST. The sale prices were between $50.19 and $63.75, with an estimated average price of $57.11.

Sold Out: VANGUARD INDEX FDS (VTV)

Kuntz Lesher Capital LLC sold out a holding in VANGUARD INDEX FDS. The sale prices were between $85.23 and $110.16, with an estimated average price of $97.96.



Here is the complete portfolio of Kuntz Lesher Capital LLC. Also check out:

1. Kuntz Lesher Capital LLC's Undervalued Stocks
2. Kuntz Lesher Capital LLC's Top Growth Companies, and
3. Kuntz Lesher Capital LLC's High Yield stocks
4. Stocks that Kuntz Lesher Capital LLC keeps buying

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