- New Purchases: KMX, PENN, TSM, DOW,
- Added Positions: AGG, LOW,
- Reduced Positions: AAPL, ACN, DIS, CAT, GOOGL, WM, JNJ, MCD, INTC, ACWI, NVO, DGX, CMI, DEO, GS, KO, CNI, WMT, CVS, PG, AOS, IVV, PFE, CVX, UPS, VZ, FITB, AMZN,
- Sold Out: UL, CLX,
For the details of Atwater Malick LLC's stock buys and sells, go to https://www.gurufocus.com/guru/atwater+malick+llc/current-portfolio/portfolio
These are the top 5 holdings of Atwater Malick LLC- Apple Inc (AAPL) - 99,751 shares, 7.50% of the total portfolio. Shares reduced by 7.17%
- Accenture PLC (ACN) - 29,926 shares, 5.09% of the total portfolio. Shares reduced by 5.96%
- Caterpillar Inc (CAT) - 34,761 shares, 4.96% of the total portfolio. Shares reduced by 6.07%
- The Walt Disney Co (DIS) - 41,184 shares, 4.68% of the total portfolio. Shares reduced by 5.36%
- Alphabet Inc (GOOGL) - 3,577 shares, 4.54% of the total portfolio. Shares reduced by 6.24%
Atwater Malick LLC initiated holding in CarMax Inc. The purchase prices were between $93.3 and $135.83, with an estimated average price of $121.78. The stock is now traded at around $117.180000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,005 shares as of 2021-03-31.
New Purchase: Penn National Gaming Inc (PENN)Atwater Malick LLC initiated holding in Penn National Gaming Inc. The purchase prices were between $80.89 and $136.47, with an estimated average price of $110.89. The stock is now traded at around $78.250000. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,200 shares as of 2021-03-31.
New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)Atwater Malick LLC initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $108.96 and $140.05, with an estimated average price of $124.1. The stock is now traded at around $112.320000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,805 shares as of 2021-03-31.
New Purchase: Dow Inc (DOW)Atwater Malick LLC initiated holding in Dow Inc. The purchase prices were between $51.9 and $66.01, with an estimated average price of $59.82. The stock is now traded at around $69.160000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,205 shares as of 2021-03-31.
Added: iShares Core U.S. Aggregate Bond ETF (AGG)Atwater Malick LLC added to a holding in iShares Core U.S. Aggregate Bond ETF by 30.21%. The purchase prices were between $113.08 and $117.3, with an estimated average price of $115.27. The stock is now traded at around $114.270000. The impact to a portfolio due to this purchase was 0.28%. The holding were 16,955 shares as of 2021-03-31.
Sold Out: Unilever PLC (UL)Atwater Malick LLC sold out a holding in Unilever PLC. The sale prices were between $52.06 and $60.97, with an estimated average price of $56.58.
Sold Out: Clorox Co (CLX)Atwater Malick LLC sold out a holding in Clorox Co. The sale prices were between $178.17 and $222.18, with an estimated average price of $192.39.
Here is the complete portfolio of Atwater Malick LLC. Also check out:
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