Gilbert & Cook, Inc. Buys Apple Inc, iShares Broad USD High Yield Corporate Bond, SCHWAB STRATEGIC T, Sells United Parcel Service Inc, Microsoft Corp, VANGUARD INTL EQUI

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Investment company Gilbert & Cook, Inc. (Current Portfolio) buys Apple Inc, iShares Broad USD High Yield Corporate Bond, SCHWAB STRATEGIC T, ServiceNow Inc, Danaher Corp, sells United Parcel Service Inc, Microsoft Corp, VANGUARD INTL EQUI, Merck Inc, DBX ETF TRUST during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Gilbert & Cook, Inc.. As of 2020Q3, Gilbert & Cook, Inc. owns 155 stocks with a total value of $419 million. These are the details of the buys and sells.

For the details of Gilbert & Cook, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/gilbert+%26+cook%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Gilbert & Cook, Inc.
  1. ISHARES TRUST (IVV) - 272,876 shares, 21.87% of the total portfolio. Shares added by 1.24%
  2. ISHARES TRUST (IWR) - 828,884 shares, 11.35% of the total portfolio. Shares added by 0.20%
  3. iShares 1-3 Year Credit Bond ETF (IGSB) - 542,030 shares, 7.08% of the total portfolio. Shares added by 0.55%
  4. Vanguard Total Bond Market ETF (BND) - 329,279 shares, 6.94% of the total portfolio. Shares added by 3.04%
  5. VANGUARD TAX MANAG (VEA) - 544,447 shares, 5.33% of the total portfolio. Shares added by 4.01%
New Purchase: iShares Broad USD High Yield Corporate Bond (USHY)

Gilbert & Cook, Inc. initiated holding in iShares Broad USD High Yield Corporate Bond. The purchase prices were between $38.18 and $40.05, with an estimated average price of $39.5. The stock is now traded at around $40.52. The impact to a portfolio due to this purchase was 0.29%. The holding were 30,232 shares as of .

New Purchase: SCHWAB STRATEGIC T (FNDE)

Gilbert & Cook, Inc. initiated holding in SCHWAB STRATEGIC T. The purchase prices were between $23.37 and $25.29, with an estimated average price of $24.55. The stock is now traded at around $26.67. The impact to a portfolio due to this purchase was 0.27%. The holding were 47,059 shares as of .

New Purchase: ServiceNow Inc (NOW)

Gilbert & Cook, Inc. initiated holding in ServiceNow Inc. The purchase prices were between $401.87 and $499.69, with an estimated average price of $446.12. The stock is now traded at around $518.06. The impact to a portfolio due to this purchase was 0.1%. The holding were 864 shares as of .

New Purchase: Salesforce.com Inc (CRM)

Gilbert & Cook, Inc. initiated holding in Salesforce.com Inc. The purchase prices were between $185.51 and $281.25, with an estimated average price of $219.05. The stock is now traded at around $258.04. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,573 shares as of .

New Purchase: Danaher Corp (DHR)

Gilbert & Cook, Inc. initiated holding in Danaher Corp. The purchase prices were between $177.16 and $215.33, with an estimated average price of $200.25. The stock is now traded at around $225.76. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,716 shares as of .

New Purchase: FS KKR Capital Corp II (FSKR)

Gilbert & Cook, Inc. initiated holding in FS KKR Capital Corp II. The purchase prices were between $12.25 and $15.49, with an estimated average price of $14.28. The stock is now traded at around $15.70. The impact to a portfolio due to this purchase was 0.09%. The holding were 25,142 shares as of .

Added: Apple Inc (AAPL)

Gilbert & Cook, Inc. added to a holding in Apple Inc by 54.74%. The purchase prices were between $91.03 and $134.18, with an estimated average price of $109.02. The stock is now traded at around $117.34. The impact to a portfolio due to this purchase was 0.39%. The holding were 39,942 shares as of .

Added: SPDR SERIES TRUST (SPSM)

Gilbert & Cook, Inc. added to a holding in SPDR SERIES TRUST by 65.73%. The purchase prices were between $25.57 and $29.57, with an estimated average price of $27.86. The stock is now traded at around $32.67. The impact to a portfolio due to this purchase was 0.07%. The holding were 25,479 shares as of .

Added: VANGUARD WORLD FDS (VFH)

Gilbert & Cook, Inc. added to a holding in VANGUARD WORLD FDS by 29.90%. The purchase prices were between $55.49 and $62.22, with an estimated average price of $59.45. The stock is now traded at around $67.22. The impact to a portfolio due to this purchase was 0.06%. The holding were 19,741 shares as of .

Added: CoStar Group Inc (CSGP)

Gilbert & Cook, Inc. added to a holding in CoStar Group Inc by 64.12%. The purchase prices were between $679.99 and $877.83, with an estimated average price of $796.25. The stock is now traded at around $892.06. The impact to a portfolio due to this purchase was 0.04%. The holding were 494 shares as of .

Added: Ross Stores Inc (ROST)

Gilbert & Cook, Inc. added to a holding in Ross Stores Inc by 48.66%. The purchase prices were between $80.17 and $97.13, with an estimated average price of $89.77. The stock is now traded at around $108.99. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,393 shares as of .

Sold Out: Burlington Stores Inc (BURL)

Gilbert & Cook, Inc. sold out a holding in Burlington Stores Inc. The sale prices were between $171.21 and $217.14, with an estimated average price of $195.

Sold Out: Snap Inc (SNAP)

Gilbert & Cook, Inc. sold out a holding in Snap Inc. The sale prices were between $20.87 and $26.41, with an estimated average price of $23.25.

Sold Out: Aon PLC (AON)

Gilbert & Cook, Inc. sold out a holding in Aon PLC. The sale prices were between $190.17 and $209.73, with an estimated average price of $199.63.

Sold Out: DocuSign Inc (DOCU)

Gilbert & Cook, Inc. sold out a holding in DocuSign Inc. The sale prices were between $178.96 and $268.8, with an estimated average price of $207.45.

Sold Out: Baxter International Inc (BAX)

Gilbert & Cook, Inc. sold out a holding in Baxter International Inc. The sale prices were between $78.33 and $90.73, with an estimated average price of $84.14.

Sold Out: RingCentral Inc (RNG)

Gilbert & Cook, Inc. sold out a holding in RingCentral Inc. The sale prices were between $251.37 and $310.2, with an estimated average price of $277.76.

Reduced: United Parcel Service Inc (UPS)

Gilbert & Cook, Inc. reduced to a holding in United Parcel Service Inc by 22.36%. The sale prices were between $113.76 and $168.9, with an estimated average price of $145.35. The stock is now traded at around $163.76. The impact to a portfolio due to this sale was -0.51%. Gilbert & Cook, Inc. still held 63,527 shares as of .

Reduced: Microsoft Corp (MSFT)

Gilbert & Cook, Inc. reduced to a holding in Microsoft Corp by 31.55%. The sale prices were between $200.39 and $231.65, with an estimated average price of $210.04. The stock is now traded at around $210.39. The impact to a portfolio due to this sale was -0.26%. Gilbert & Cook, Inc. still held 10,778 shares as of .

Reduced: VANGUARD INTL EQUI (VWO)

Gilbert & Cook, Inc. reduced to a holding in VANGUARD INTL EQUI by 31.04%. The sale prices were between $40.14 and $45.14, with an estimated average price of $43.45. The stock is now traded at around $47.90. The impact to a portfolio due to this sale was -0.14%. Gilbert & Cook, Inc. still held 30,228 shares as of .

Reduced: Merck & Co Inc (MRK)

Gilbert & Cook, Inc. reduced to a holding in Merck & Co Inc by 48.98%. The sale prices were between $76.69 and $86.93, with an estimated average price of $82.09. The stock is now traded at around $80.45. The impact to a portfolio due to this sale was -0.11%. Gilbert & Cook, Inc. still held 5,654 shares as of .

Reduced: VANGUARD BD IDX FD (BSV)

Gilbert & Cook, Inc. reduced to a holding in VANGUARD BD IDX FD by 32.65%. The sale prices were between $82.57 and $82.88, with an estimated average price of $82.75. The stock is now traded at around $82.84. The impact to a portfolio due to this sale was -0.1%. Gilbert & Cook, Inc. still held 10,069 shares as of .

Reduced: DBX ETF TRUST (DBEF)

Gilbert & Cook, Inc. reduced to a holding in DBX ETF TRUST by 23%. The sale prices were between $29.65 and $31.35, with an estimated average price of $30.76. The stock is now traded at around $33.22. The impact to a portfolio due to this sale was -0.1%. Gilbert & Cook, Inc. still held 41,857 shares as of .



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