- New Purchases: DCT,
- Added Positions: AVLR, OKTA, AAPL, VTI,
- Reduced Positions: SHOP, NFLX, EA, AMZN, AMT, AL, GOOGL, QCOM, CI, XOM, ICUI, NTRS, TROW, AXP, JNJ, BND,
- Sold Out: PM, CL,
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) - 233,834 shares, 24.16% of the total portfolio. Shares reduced by 6.4%
- Netflix Inc (NFLX) - 434,515 shares, 21.16% of the total portfolio. Shares reduced by 5.69%
- Amazon.com Inc (AMZN) - 39,329 shares, 11.36% of the total portfolio. Shares reduced by 4.25%
- PayPal Holdings Inc (PYPL) - 347,451 shares, 7.88% of the total portfolio. Shares reduced by 0.4%
- BlackLine Inc (BL) - 605,881 shares, 6.13% of the total portfolio. Shares added by 0.02%
Barton Investment Management initiated holding in Duck Creek Technologies Inc. The purchase prices were between $40.65 and $59.36, with an estimated average price of $48.36. The stock is now traded at around $45.170000. The impact to a portfolio due to this purchase was 1.58%. The holding were 374,397 shares as of 2021-03-31.
Added: Apple Inc (AAPL)Barton Investment Management added to a holding in Apple Inc by 37.33%. The purchase prices were between $116.36 and $143.16, with an estimated average price of $128.47. The stock is now traded at around $133.580000. The impact to a portfolio due to this purchase was 0.08%. The holding were 27,540 shares as of 2021-03-31.
Sold Out: Philip Morris International Inc (PM)Barton Investment Management sold out a holding in Philip Morris International Inc. The sale prices were between $79.06 and $90.99, with an estimated average price of $84.94.
Sold Out: Colgate-Palmolive Co (CL)Barton Investment Management sold out a holding in Colgate-Palmolive Co. The sale prices were between $74.44 and $84.52, with an estimated average price of $78.38.
Reduced: Electronic Arts Inc (EA)Barton Investment Management reduced to a holding in Electronic Arts Inc by 24.41%. The sale prices were between $127.21 and $148.97, with an estimated average price of $138.68. The stock is now traded at around $140.310000. The impact to a portfolio due to this sale was -0.61%. Barton Investment Management still held 152,219 shares as of 2021-03-31.
Reduced: Alphabet Inc (GOOGL)Barton Investment Management reduced to a holding in Alphabet Inc by 27.33%. The sale prices were between $1722.88 and $2118.62, with an estimated average price of $1975.79. The stock is now traded at around $2277.538200. The impact to a portfolio due to this sale was -0.07%. Barton Investment Management still held 1,292 shares as of 2021-03-31.
Here is the complete portfolio of Barton Investment Management. Also check out:
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