Sage Rhino Capital Llc Buys DocuSign Inc, Lyft Inc, Uber Technologies Inc, Sells DaVita Inc, Biogen Inc, GlaxoSmithKline PLC

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Investment company Sage Rhino Capital Llc (Current Portfolio) buys DocuSign Inc, Lyft Inc, Uber Technologies Inc, Boeing Co, Salesforce.com Inc, sells DaVita Inc, Biogen Inc, GlaxoSmithKline PLC, WisdomTree U.S. High Dividend Fund, AstraZeneca PLC during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Sage Rhino Capital Llc. As of 2020Q4, Sage Rhino Capital Llc owns 172 stocks with a total value of $231 million. These are the details of the buys and sells.

For the details of SAGE RHINO CAPITAL LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sage+rhino+capital+llc/current-portfolio/portfolio

These are the top 5 holdings of SAGE RHINO CAPITAL LLC
  1. DocuSign Inc (DOCU) - 80,104 shares, 7.70% of the total portfolio. Shares added by 136.77%
  2. Invesco S&P 500 Equal Weight ETF (RSP) - 108,178 shares, 5.96% of the total portfolio. Shares reduced by 1.22%
  3. BTC iShares Core MSCI EAFE ETF (IEFA) - 165,109 shares, 4.93% of the total portfolio. Shares added by 1.34%
  4. BTC iShares Gold Trust (IAU) - 625,610 shares, 4.90% of the total portfolio. Shares added by 0.70%
  5. Vanguard Mid-Cap ETF (VO) - 50,477 shares, 4.51% of the total portfolio. Shares added by 0.52%
New Purchase: Lyft Inc (LYFT)

Sage Rhino Capital Llc initiated holding in Lyft Inc. The purchase prices were between $22.23 and $50.34, with an estimated average price of $36.76. The stock is now traded at around $47.500000. The impact to a portfolio due to this purchase was 0.47%. The holding were 22,197 shares as of 2020-12-31.

New Purchase: Uber Technologies Inc (UBER)

Sage Rhino Capital Llc initiated holding in Uber Technologies Inc. The purchase prices were between $33.41 and $54.86, with an estimated average price of $45.15. The stock is now traded at around $56.460000. The impact to a portfolio due to this purchase was 0.33%. The holding were 15,011 shares as of 2020-12-31.

New Purchase: Boeing Co (BA)

Sage Rhino Capital Llc initiated holding in Boeing Co. The purchase prices were between $144.39 and $238.17, with an estimated average price of $193.37. The stock is now traded at around $200.940000. The impact to a portfolio due to this purchase was 0.24%. The holding were 2,584 shares as of 2020-12-31.

New Purchase: Unilever PLC (UL)

Sage Rhino Capital Llc initiated holding in Unilever PLC. The purchase prices were between $56.83 and $63.44, with an estimated average price of $60.27. The stock is now traded at around $58.700000. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,956 shares as of 2020-12-31.

New Purchase: iShares MSCI Europe Financial Sector Index Fund (EUFN)

Sage Rhino Capital Llc initiated holding in iShares MSCI Europe Financial Sector Index Fund. The purchase prices were between $13.19 and $17.88, with an estimated average price of $15.9. The stock is now traded at around $17.450000. The impact to a portfolio due to this purchase was 0.16%. The holding were 21,000 shares as of 2020-12-31.

New Purchase: Rio Tinto PLC (RIO)

Sage Rhino Capital Llc initiated holding in Rio Tinto PLC. The purchase prices were between $55.42 and $76.61, with an estimated average price of $65.92. The stock is now traded at around $77.000000. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,983 shares as of 2020-12-31.

Added: DocuSign Inc (DOCU)

Sage Rhino Capital Llc added to a holding in DocuSign Inc by 136.77%. The purchase prices were between $197.6 and $251.6, with an estimated average price of $224.96. The stock is now traded at around $239.840000. The impact to a portfolio due to this purchase was 4.45%. The holding were 80,104 shares as of 2020-12-31.

Added: Salesforce.com Inc (CRM)

Sage Rhino Capital Llc added to a holding in Salesforce.com Inc by 114.01%. The purchase prices were between $220.15 and $267.07, with an estimated average price of $242.81. The stock is now traded at around $234.200000. The impact to a portfolio due to this purchase was 0.2%. The holding were 3,957 shares as of 2020-12-31.

Added: Gabelli Utility Trust (GUT)

Sage Rhino Capital Llc added to a holding in Gabelli Utility Trust by 32.10%. The purchase prices were between $7.55 and $8.12, with an estimated average price of $7.75. The stock is now traded at around $8.130000. The impact to a portfolio due to this purchase was 0.14%. The holding were 160,346 shares as of 2020-12-31.

Added: BTC iShares Floating Rate Bond ETF (FLOT)

Sage Rhino Capital Llc added to a holding in BTC iShares Floating Rate Bond ETF by 44.45%. The purchase prices were between $50.61 and $50.74, with an estimated average price of $50.67. The stock is now traded at around $50.825000. The impact to a portfolio due to this purchase was 0.11%. The holding were 16,011 shares as of 2020-12-31.

Added: Telefonica SA (TEF)

Sage Rhino Capital Llc added to a holding in Telefonica SA by 47.34%. The purchase prices were between $3.32 and $4.76, with an estimated average price of $3.98. The stock is now traded at around $4.370000. The impact to a portfolio due to this purchase was 0.01%. The holding were 15,485 shares as of 2020-12-31.

Sold Out: Biogen Inc (BIIB)

Sage Rhino Capital Llc sold out a holding in Biogen Inc. The sale prices were between $236.26 and $355.63, with an estimated average price of $258.25.

Sold Out: WisdomTree U.S. High Dividend Fund (DHS)

Sage Rhino Capital Llc sold out a holding in WisdomTree U.S. High Dividend Fund. The sale prices were between $59.52 and $70.42, with an estimated average price of $65.94.

Sold Out: GlaxoSmithKline PLC (GSK)

Sage Rhino Capital Llc sold out a holding in GlaxoSmithKline PLC. The sale prices were between $33.42 and $39.17, with an estimated average price of $36.74.



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