Barton Investment Management Buys Duck Creek Technologies Inc, Vanguard S&P 500 ETF, Sells Vanguard Total Bond Market ETF

West Conshohocken, PA, based Investment company Barton Investment Management (Current Portfolio) buys Duck Creek Technologies Inc, Vanguard S&P 500 ETF, sells Vanguard Total Bond Market ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Barton Investment Management. As of 2021Q2, Barton Investment Management owns 38 stocks with a total value of $1.2 billion. These are the details of the buys and sells.

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
  1. Shopify Inc (SHOP) - 229,815 shares, 27.65% of the total portfolio. Shares reduced by 1.72%
  2. Netflix Inc (NFLX) - 430,848 shares, 18.74% of the total portfolio. Shares reduced by 0.84%
  3. Amazon.com Inc (AMZN) - 38,813 shares, 11.00% of the total portfolio. Shares reduced by 1.31%
  4. PayPal Holdings Inc (PYPL) - 347,249 shares, 8.34% of the total portfolio. Shares reduced by 0.06%
  5. BlackLine Inc (BL) - 607,449 shares, 5.57% of the total portfolio. Shares added by 0.26%
New Purchase: Vanguard S&P 500 ETF (VOO)

Barton Investment Management initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $363.07 and $393.52, with an estimated average price of $382.3. The stock is now traded at around $405.100000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,035 shares as of 2021-06-30.

Added: Duck Creek Technologies Inc (DCT)

Barton Investment Management added to a holding in Duck Creek Technologies Inc by 64.27%. The purchase prices were between $35.22 and $45.14, with an estimated average price of $40.8. The stock is now traded at around $44.655000. The impact to a portfolio due to this purchase was 0.86%. The holding were 615,017 shares as of 2021-06-30.

Sold Out: Vanguard Total Bond Market ETF (BND)

Barton Investment Management sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $84.14 and $85.79, with an estimated average price of $85.02.



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