- New Purchases: BRK.A, ADP, COST,
- Added Positions: OKTA, AVLR,
- Reduced Positions: SHOP, EA, GOOGL, MSFT, QCOM, AXP, AAPL, CL, PM, GOOG,
- Sold Out: CCI, ETSY, PG,
For the details of Barton Investment Management's stock buys and sells, go to https://www.gurufocus.com/guru/barton+investment+management/current-portfolio/portfolio
These are the top 5 holdings of Barton Investment Management- Shopify Inc (SHOP) - 249,826 shares, 24.33% of the total portfolio. Shares reduced by 2.34%
- Netflix Inc (NFLX) - 460,707 shares, 21.43% of the total portfolio. Shares reduced by 0.4%
- Amazon.com Inc (AMZN) - 41,075 shares, 11.51% of the total portfolio. Shares reduced by 0.9%
- PayPal Holdings Inc (PYPL) - 348,841 shares, 7.03% of the total portfolio. Shares reduced by 0.57%
- BlackLine Inc (BL) - 605,738 shares, 6.95% of the total portfolio. Shares reduced by 0.19%
Barton Investment Management initiated holding in Berkshire Hathaway Inc. The purchase prices were between $301740 and $351101, with an estimated average price of $330955. The stock is now traded at around $348742.010000. The impact to a portfolio due to this purchase was 0.3%. The holding were 1,000 shares as of 2020-12-31.
New Purchase: Costco Wholesale Corp (COST)Barton Investment Management initiated holding in Costco Wholesale Corp. The purchase prices were between $355.01 and $391.77, with an estimated average price of $373.95. The stock is now traded at around $366.372700. The impact to a portfolio due to this purchase was 0.02%. The holding were 750 shares as of 2020-12-31.
New Purchase: Automatic Data Processing Inc (ADP)Barton Investment Management initiated holding in Automatic Data Processing Inc. The purchase prices were between $138.67 and $179.24, with an estimated average price of $164.99. The stock is now traded at around $162.690000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,400 shares as of 2020-12-31.
Sold Out: Etsy Inc (ETSY)Barton Investment Management sold out a holding in Etsy Inc. The sale prices were between $119.43 and $197.38, with an estimated average price of $151.2.
Sold Out: Crown Castle International Corp (CCI)Barton Investment Management sold out a holding in Crown Castle International Corp. The sale prices were between $152.46 and $170.8, with an estimated average price of $162.04.
Sold Out: Procter & Gamble Co (PG)Barton Investment Management sold out a holding in Procter & Gamble Co. The sale prices were between $135.51 and $144.49, with an estimated average price of $139.72.
Here is the complete portfolio of Barton Investment Management. Also check out:
1. Barton Investment Management's Undervalued Stocks
2. Barton Investment Management's Top Growth Companies, and
3. Barton Investment Management's High Yield stocks
4. Stocks that Barton Investment Management keeps buying