- New Purchases: MSFT, BOXL,
- Added Positions: ACWI, AOS, WM, DGX, JNJ, CMCSA, GS, NVO, INTC, VZ, CAT, UPS, DEO, LOW, MCD, ACN, GOOGL, DIS, PFE, WMT, CVS, CNI, AGG, KO, CMI, PG, MUB, AMZN,
- Reduced Positions: IVV, KMX,
- Sold Out: PENN, CB,
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) - 99,448 shares, 7.67% of the total portfolio. Shares reduced by 0.3%
- Accenture PLC (ACN) - 30,971 shares, 5.14% of the total portfolio. Shares added by 3.49%
- Alphabet Inc (GOOGL) - 3,690 shares, 5.07% of the total portfolio. Shares added by 3.16%
- Goldman Sachs Group Inc (GS) - 21,256 shares, 4.54% of the total portfolio. Shares added by 4.30%
- Waste Management Inc (WM) - 56,437 shares, 4.45% of the total portfolio. Shares added by 5.09%
Atwater Malick LLC initiated holding in Microsoft Corp. The purchase prices were between $235.77 and $271.4, with an estimated average price of $253.66. The stock is now traded at around $289.550000. The impact to a portfolio due to this purchase was 0.12%. The holding were 767 shares as of 2021-06-30.
New Purchase: Boxlight Corp (BOXL)Atwater Malick LLC initiated holding in Boxlight Corp. The purchase prices were between $1.82 and $2.89, with an estimated average price of $2.45. The stock is now traded at around $1.970000. The impact to a portfolio due to this purchase was 0.02%. The holding were 15,000 shares as of 2021-06-30.
Added: iShares National Muni Bond ETF (MUB)Atwater Malick LLC added to a holding in iShares National Muni Bond ETF by 28.27%. The purchase prices were between $115.34 and $117.42, with an estimated average price of $116.49. The stock is now traded at around $117.860000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,686 shares as of 2021-06-30.
Sold Out: Penn National Gaming Inc (PENN)Atwater Malick LLC sold out a holding in Penn National Gaming Inc. The sale prices were between $73.78 and $107.52, with an estimated average price of $86.66.
Sold Out: Chubb Ltd (CB)Atwater Malick LLC sold out a holding in Chubb Ltd. The sale prices were between $156.01 and $176.39, with an estimated average price of $165.58.
Here is the complete portfolio of Atwater Malick LLC. Also check out:
1. Atwater Malick LLC's Undervalued Stocks
2. Atwater Malick LLC's Top Growth Companies, and
3. Atwater Malick LLC's High Yield stocks
4. Stocks that Atwater Malick LLC keeps buying