Lynch & Associates Buys Facebook Inc, Fidelity MSCI Financials Index ETF, CVS Health Corp, Sells BP PLC, Royal Dutch Shell PLC, Annaly Capital Management Inc

Investment company Lynch & Associates (Current Portfolio) buys Facebook Inc, Fidelity MSCI Financials Index ETF, CVS Health Corp, Alphabet Inc, Affinity Bancshares Inc, sells BP PLC, Royal Dutch Shell PLC, Annaly Capital Management Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Lynch & Associates. As of 2021Q2, Lynch & Associates owns 97 stocks with a total value of $386 million. These are the details of the buys and sells.

For the details of LYNCH & ASSOCIATES's stock buys and sells, go to https://www.gurufocus.com/guru/lynch+%26+associates/current-portfolio/portfolio

These are the top 5 holdings of LYNCH & ASSOCIATES
  1. Microsoft Corp (MSFT) - 127,912 shares, 8.99% of the total portfolio. Shares reduced by 3.26%
  2. Johnson & Johnson (JNJ) - 96,005 shares, 4.10% of the total portfolio. Shares reduced by 0.75%
  3. iShares Core S&P 500 ETF (IVV) - 35,659 shares, 3.98% of the total portfolio. Shares reduced by 1.19%
  4. iShares Core S&P Mid-Cap ETF (IJH) - 54,862 shares, 3.82% of the total portfolio. Shares added by 1.34%
  5. Procter & Gamble Co (PG) - 98,248 shares, 3.44% of the total portfolio. Shares added by 0.50%
New Purchase: Fidelity MSCI Financials Index ETF (FNCL)

Lynch & Associates initiated holding in Fidelity MSCI Financials Index ETF. The purchase prices were between $48.74 and $54.48, with an estimated average price of $52.08. The stock is now traded at around $52.190000. The impact to a portfolio due to this purchase was 0.3%. The holding were 22,295 shares as of 2021-06-30.

New Purchase: Affinity Bancshares Inc (AFBI)

Lynch & Associates initiated holding in Affinity Bancshares Inc. The purchase prices were between $12.1 and $12.98, with an estimated average price of $12.52. The stock is now traded at around $13.250000. The impact to a portfolio due to this purchase was 0.06%. The holding were 18,000 shares as of 2021-06-30.

New Purchase: Alphabet Inc (GOOG)

Lynch & Associates initiated holding in Alphabet Inc. The purchase prices were between $2068.63 and $2545.64, with an estimated average price of $2375.56. The stock is now traded at around $2641.890000. The impact to a portfolio due to this purchase was 0.06%. The holding were 93 shares as of 2021-06-30.

New Purchase: William Penn Bancorporation (WMPN)

Lynch & Associates initiated holding in William Penn Bancorporation. The purchase prices were between $11.15 and $11.9, with an estimated average price of $11.47. The stock is now traded at around $11.680000. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,000 shares as of 2021-06-30.

Added: Facebook Inc (FB)

Lynch & Associates added to a holding in Facebook Inc by 206.24%. The purchase prices were between $294.53 and $355.64, with an estimated average price of $320.19. The stock is now traded at around $345.050000. The impact to a portfolio due to this purchase was 0.38%. The holding were 6,333 shares as of 2021-06-30.

Added: CVS Health Corp (CVS)

Lynch & Associates added to a holding in CVS Health Corp by 41.04%. The purchase prices were between $73.79 and $89.81, with an estimated average price of $81.74. The stock is now traded at around $82.955000. The impact to a portfolio due to this purchase was 0.22%. The holding were 34,096 shares as of 2021-06-30.

Sold Out: Royal Dutch Shell PLC (RDS.A)

Lynch & Associates sold out a holding in Royal Dutch Shell PLC. The sale prices were between $37.77 and $42.36, with an estimated average price of $39.74.

Sold Out: Annaly Capital Management Inc (NLY)

Lynch & Associates sold out a holding in Annaly Capital Management Inc. The sale prices were between $8.6 and $9.54, with an estimated average price of $9.07.



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