Newfound Research LLC Buys SSGA SPDR S&P 500, ISHARES TRUST, Datadog Inc, Sells ISHARES TRUST, ISHARES TRUST, ISHARES TRUST

Article's Main Image
Investment company Newfound Research LLC (Current Portfolio) buys SSGA SPDR S&P 500, ISHARES TRUST, Datadog Inc, Twilio Inc, DocuSign Inc, sells ISHARES TRUST, ISHARES TRUST, ISHARES TRUST, ISHARES TRUST, ISHARES TRUST during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Newfound Research LLC. As of 2020Q3, Newfound Research LLC owns 100 stocks with a total value of $26 million. These are the details of the buys and sells.

For the details of Newfound Research LLC's stock buys and sells, go to https://www.gurufocus.com/guru/newfound+research+llc/current-portfolio/portfolio

These are the top 5 holdings of Newfound Research LLC
  1. SSGA SPDR S&P 500 (SPY) - 8,703 shares, 11.27% of the total portfolio. New Position
  2. SELECT SECTOR SPDR (XLV) - 19,886 shares, 8.11% of the total portfolio. Shares reduced by 41.26%
  3. SELECT SECTOR SPDR (XLK) - 17,923 shares, 8.09% of the total portfolio. Shares reduced by 31.76%
  4. SELECT SECTOR SPDR (XLY) - 14,213 shares, 8.08% of the total portfolio. Shares reduced by 46.06%
  5. SELECT SECTOR SPDR (XLF) - 86,719 shares, 8.07% of the total portfolio. Shares reduced by 38.87%
New Purchase: SSGA SPDR S&P 500 (SPY)

Newfound Research LLC initiated holding in SSGA SPDR S&P 500. The purchase prices were between $310.52 and $357.7, with an estimated average price of $331.29. The stock is now traded at around $342.88. The impact to a portfolio due to this purchase was 11.27%. The holding were 8,703 shares as of .

New Purchase: Datadog Inc (DDOG)

Newfound Research LLC initiated holding in Datadog Inc. The purchase prices were between $75.28 and $102.16, with an estimated average price of $86.97. The stock is now traded at around $108.94. The impact to a portfolio due to this purchase was 0.21%. The holding were 539 shares as of .

New Purchase: DocuSign Inc (DOCU)

Newfound Research LLC initiated holding in DocuSign Inc. The purchase prices were between $178.96 and $268.8, with an estimated average price of $207.45. The stock is now traded at around $228.55. The impact to a portfolio due to this purchase was 0.2%. The holding were 244 shares as of .

New Purchase: Twilio Inc (TWLO)

Newfound Research LLC initiated holding in Twilio Inc. The purchase prices were between $221.87 and $286.33, with an estimated average price of $246.13. The stock is now traded at around $316.72. The impact to a portfolio due to this purchase was 0.2%. The holding were 209 shares as of .

New Purchase: NVIDIA Corp (NVDA)

Newfound Research LLC initiated holding in NVIDIA Corp. The purchase prices were between $381.2 and $573.86, with an estimated average price of $464.8. The stock is now traded at around $542.70. The impact to a portfolio due to this purchase was 0.19%. The holding were 91 shares as of .

New Purchase: Zoom Video Communications Inc (ZM)

Newfound Research LLC initiated holding in Zoom Video Communications Inc. The purchase prices were between $231.04 and $500.53, with an estimated average price of $319.67. The stock is now traded at around $551.27. The impact to a portfolio due to this purchase was 0.18%. The holding were 101 shares as of .

Added: ISHARES TRUST (MTUM)

Newfound Research LLC added to a holding in ISHARES TRUST by 16496.67%. The purchase prices were between $132.78 and $156.38, with an estimated average price of $142.8. The stock is now traded at around $149.68. The impact to a portfolio due to this purchase was 2.82%. The holding were 4,979 shares as of .

Sold Out: ISHARES TRUST (IXN)

Newfound Research LLC sold out a holding in ISHARES TRUST. The sale prices were between $236.26 and $282.43, with an estimated average price of $255.19.

Sold Out: ISHARES TRUST (MXI)

Newfound Research LLC sold out a holding in ISHARES TRUST. The sale prices were between $62.54 and $73.13, with an estimated average price of $68.71.

Sold Out: ISHARES TRUST (IXJ)

Newfound Research LLC sold out a holding in ISHARES TRUST. The sale prices were between $69.15 and $73.99, with an estimated average price of $71.68.

Sold Out: ISHARES TRUST (RXI)

Newfound Research LLC sold out a holding in ISHARES TRUST. The sale prices were between $119.37 and $139.58, with an estimated average price of $130.25.

Sold Out: ISHARES TRUST (IXP)

Newfound Research LLC sold out a holding in ISHARES TRUST. The sale prices were between $62.75 and $71.7, with an estimated average price of $66.41.

Sold Out: ISHARES TRUST (EXI)

Newfound Research LLC sold out a holding in ISHARES TRUST. The sale prices were between $82.58 and $95.82, with an estimated average price of $90.44.



Here is the complete portfolio of Newfound Research LLC. Also check out:

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