Woodley Farra Manion Portfolio Management Inc Buys UnitedHealth Group Inc, Starbucks Corp, Eli Lilly and Co, Sells American Express Co, GlaxoSmithKline PLC, Berkshire Hathaway Inc

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Indianapolis, IN, based Investment company Woodley Farra Manion Portfolio Management Inc (Current Portfolio) buys UnitedHealth Group Inc, Starbucks Corp, Eli Lilly and Co, BlackRock Inc, Garmin, sells American Express Co, GlaxoSmithKline PLC, Berkshire Hathaway Inc, Horizon Bancorp (IN), The Walt Disney Co during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Woodley Farra Manion Portfolio Management Inc. As of 2020Q4, Woodley Farra Manion Portfolio Management Inc owns 88 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/woodley+farra+manion+portfolio+management+inc/current-portfolio/portfolio

These are the top 5 holdings of WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
  1. Accenture PLC (ACN) - 211,943 shares, 4.93% of the total portfolio. Shares added by 2.78%
  2. Microsoft Corp (MSFT) - 240,578 shares, 4.76% of the total portfolio. Shares added by 3.88%
  3. Arthur J. Gallagher & Co (AJG) - 412,840 shares, 4.54% of the total portfolio. Shares added by 3.03%
  4. Fiserv Inc (FISV) - 435,060 shares, 4.41% of the total portfolio. Shares added by 2.81%
  5. Honeywell International Inc (HON) - 230,235 shares, 4.36% of the total portfolio. Shares added by 3.01%
New Purchase: UnitedHealth Group Inc (UNH)

Woodley Farra Manion Portfolio Management Inc initiated holding in UnitedHealth Group Inc. The purchase prices were between $303.68 and $356.82, with an estimated average price of $335.55. The stock is now traded at around $324.510000. The impact to a portfolio due to this purchase was 3.73%. The holding were 119,678 shares as of 2020-12-31.

New Purchase: Starbucks Corp (SBUX)

Woodley Farra Manion Portfolio Management Inc initiated holding in Starbucks Corp. The purchase prices were between $85.97 and $106.98, with an estimated average price of $95.62. The stock is now traded at around $106.480000. The impact to a portfolio due to this purchase was 1.94%. The holding were 204,280 shares as of 2020-12-31.

New Purchase: BlackRock Inc (BLK)

Woodley Farra Manion Portfolio Management Inc initiated holding in BlackRock Inc. The purchase prices were between $570.12 and $721.54, with an estimated average price of $664.68. The stock is now traded at around $726.330000. The impact to a portfolio due to this purchase was 0.44%. The holding were 6,899 shares as of 2020-12-31.

New Purchase: Garmin Ltd (GRMN)

Woodley Farra Manion Portfolio Management Inc initiated holding in Garmin Ltd. The purchase prices were between $94.93 and $122.85, with an estimated average price of $111. The stock is now traded at around $120.330000. The impact to a portfolio due to this purchase was 0.4%. The holding were 37,598 shares as of 2020-12-31.

New Purchase: CVS Health Corp (CVS)

Woodley Farra Manion Portfolio Management Inc initiated holding in CVS Health Corp. The purchase prices were between $55.93 and $74.5, with an estimated average price of $65.16. The stock is now traded at around $72.180000. The impact to a portfolio due to this purchase was 0.31%. The holding were 51,439 shares as of 2020-12-31.

New Purchase: McDonald's Corp (MCD)

Woodley Farra Manion Portfolio Management Inc initiated holding in McDonald's Corp. The purchase prices were between $207.76 and $229.64, with an estimated average price of $217.42. The stock is now traded at around $212.580000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,059 shares as of 2020-12-31.

Added: Eli Lilly and Co (LLY)

Woodley Farra Manion Portfolio Management Inc added to a holding in Eli Lilly and Co by 99.90%. The purchase prices were between $130.46 and $172.63, with an estimated average price of $149.39. The stock is now traded at around $201.770000. The impact to a portfolio due to this purchase was 0.45%. The holding were 60,772 shares as of 2020-12-31.

Added: WEC Energy Group Inc (WEC)

Woodley Farra Manion Portfolio Management Inc added to a holding in WEC Energy Group Inc by 44.50%. The purchase prices were between $88.68 and $104.85, with an estimated average price of $97.29. The stock is now traded at around $86.820000. The impact to a portfolio due to this purchase was 0.14%. The holding were 53,623 shares as of 2020-12-31.

Added: Mastercard Inc (MA)

Woodley Farra Manion Portfolio Management Inc added to a holding in Mastercard Inc by 56.71%. The purchase prices were between $288.64 and $356.94, with an estimated average price of $332.5. The stock is now traded at around $338.750000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,459 shares as of 2020-12-31.

Added: Bristol-Myers Squibb Company (BMY)

Woodley Farra Manion Portfolio Management Inc added to a holding in Bristol-Myers Squibb Company by 40.65%. The purchase prices were between $57.74 and $65.43, with an estimated average price of $61.52. The stock is now traded at around $60.920000. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,245 shares as of 2020-12-31.

Sold Out: American Express Co (AXP)

Woodley Farra Manion Portfolio Management Inc sold out a holding in American Express Co. The sale prices were between $91.07 and $125.04, with an estimated average price of $110.9.

Sold Out: GlaxoSmithKline PLC (GSK)

Woodley Farra Manion Portfolio Management Inc 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.

Sold Out: Horizon Bancorp (IN) (HBNC)

Woodley Farra Manion Portfolio Management Inc sold out a holding in Horizon Bancorp (IN). The sale prices were between $10.44 and $15.86, with an estimated average price of $13.75.



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