Fulcrum Asset Management LLP Buys GFL Environmental Inc, NVR Inc, American Homes 4 Rent, Sells Alphabet Inc, Tesla Inc, Facebook Inc

• New Purchases: GFL, AMH, LULU, PTON, DE, KC, CAT, T, CC, QCOM, HUN, CAI, ANET, PINS, NOK, JNPR, ESS, VZ, QLYS, AMX, SLGN, TENB, AAPL, PFPT, BEKE, SUMO, UDR, ERIC, ELS, COLM, CPT, SUI, SWKS, AIRC, ZTO, ON, QRVO, WOOF, MDC, FEYE, VRNS, TMUS, JAMF, JAMF, MTH, PLNT, TEX, ATHM, SKM, F, HBAN, OR, LEA, GM, BWA, FOSL, MOV, GOLD, BQ, NEM, FCX, ATR,
• Added Positions: NVR,
• Sold Out: GOOGL, TSLA, FB, EL, V, HAL, VIAV, UNH, MA, JPM, KBH, HD, NVDA, BR, VAR, DD, WRK, BAC, PLD, HON, MRK, CSX, UPS, AMZN, WY, LPX, ADBE, NKE, UNP, WDAY, ZTS, CRM, CP, BMY, TXN, IP, ES, AEP, LOW, ECL, KSU, WFC, RSG, TSN, ZEN, DAR, SRE, SPLK, ANTM, NSC, FDX, PCH, VMC, C, CLX, NUE, NTR, CNI, LNT, AMAT, CI, HUBS, NOW, AEE, CF, INTU, AA, MS, PHM, AMD, GS, SQ, NEE, MU, PANW, CTVA, ADP, EGP, DRE, MHK, STAG, PLAN, BDX, BLK, WEC, REXR, LNC, TJX, RPD, SMAR, IDXX, LEN, MSFT, DHI, PNW, USB, WM, BSX, VALE, HUM, PEGA, POOL, DT, EXPD, L, MOS, AYX, ZM, CRWD, SNOW, TRNO, SHOP, FNF, MAS, SPGI, XEL, TLND, DOCU, CMA, PNC, CARR, FR, INFO, TREX, FBHS, ADI, PNM, PAAS, CBRE, VEEV, TWOU, SITE, COF, CLH, DLR, PCAR, AWK, FSM, CHRW, IQV, LGIH, CD, MMC, OC, VRSK, GNRC, VOYA, NEP, AMT, MCO, MUR, PVH, ALB, CCI, EQR, FND, CCOI, ED, HL, EVRG, EBAY, JKS, TMHC, GDS, CWST, TOL, EXK, AG, CONE, TPH, QTS, AIG, EQIX, FMC, MAG, SILV, SWCH, SVM,

For the details of Fulcrum Asset Management LLP's stock buys and sells, go to https://www.gurufocus.com/guru/fulcrum+asset+management+llp/current-portfolio/portfolio

1. CSX Corp (CSX) - 0 shares, 3.10% of the total portfolio. Shares reduced by 10000%
2. IDEXX Laboratories Inc (IDXX) - 0 shares, 1.72% of the total portfolio. Shares reduced by 10000%
3. Union Pacific Corp (UNP) - 0 shares, 1.66% of the total portfolio. Shares reduced by 10000%
4. Zoetis Inc (ZTS) - 0 shares, 1.64% of the total portfolio. Shares reduced by 10000%
5. Canadian Pacific Railway Ltd (CP) - 0 shares, 1.53% of the total portfolio. Shares reduced by 10000%

Fulcrum Asset Management LLP initiated holding in GFL Environmental Inc. The purchase prices were between $30.7 and $36.35, with an estimated average price of $32.8. The stock is now traded at around $31.380000. The impact to a portfolio due to this purchase was 0.97%. The holding were 0 shares as of 2021-06-30.

Fulcrum Asset Management LLP initiated holding in American Homes 4 Rent. The purchase prices were between $33.34 and $39.63, with an estimated average price of $37.02. The stock is now traded at around $41.400000. The impact to a portfolio due to this purchase was 0.67%. The holding were 0 shares as of 2021-06-30.

Fulcrum Asset Management LLP initiated holding in Lululemon Athletica Inc. The purchase prices were between $298.75 and $366.66, with an estimated average price of $328.46. The stock is now traded at around $372.135000. The impact to a portfolio due to this purchase was 0.64%. The holding were 0 shares as of 2021-06-30.

Fulcrum Asset Management LLP initiated holding in Peloton Interactive Inc. The purchase prices were between $82.62 and $126.92, with an estimated average price of $106.68. The stock is now traded at around $116.600000. The impact to a portfolio due to this purchase was 0.61%. The holding were 0 shares as of 2021-06-30.

Fulcrum Asset Management LLP initiated holding in Deere & Co. The purchase prices were between $328.38 and $394.22, with an estimated average price of $365.21. The stock is now traded at around $352.660000. The impact to a portfolio due to this purchase was 0.6%. The holding were 0 shares as of 2021-06-30.

Fulcrum Asset Management LLP initiated holding in Caterpillar Inc. The purchase prices were between $208.86 and $244.79, with an estimated average price of $231.15. The stock is now traded at around $217.160000. The impact to a portfolio due to this purchase was 0.59%. The holding were 0 shares as of 2021-06-30.

Fulcrum Asset Management LLP added to a holding in NVR Inc by 2439.16%. The purchase prices were between $4602.94 and $5215.81, with an estimated average price of $4857.4. The stock is now traded at around $4991.280000. The impact to a portfolio due to this purchase was 0.72%. The holding were 6,678 shares as of 2021-06-30.

Fulcrum Asset Management LLP sold out a holding in Alphabet Inc. The sale prices were between $2062.52 and $2450.72, with an estimated average price of $2328.99.

Fulcrum Asset Management LLP sold out a holding in Tesla Inc. The sale prices were between $563.46 and $762.32, with an estimated average price of $651.28.

Fulcrum Asset Management LLP sold out a holding in Facebook Inc. The sale prices were between $294.53 and $355.64, with an estimated average price of $320.19.

Fulcrum Asset Management LLP sold out a holding in The Estee Lauder Companies Inc. The sale prices were between $288.93 and $318.08, with an estimated average price of $302.88.

Fulcrum Asset Management LLP sold out a holding in Visa Inc. The sale prices were between $211.73 and $237.32, with an estimated average price of $228.16.

Fulcrum Asset Management LLP sold out a holding in Halliburton Co. The sale prices were between $19.06 and $24.72, with an estimated average price of $22.2.