Wedgewood Partners, Inc. Buys Taiwan Semiconductor Manufacturing Co, Paychex Inc, Sells Alcon Inc, Bristol-Myers Squibb Company

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Aug 13, 2021
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Investment company Wedgewood Partners, Inc. (Current Portfolio) buys Taiwan Semiconductor Manufacturing Co, Paychex Inc, sells Alcon Inc, Bristol-Myers Squibb Company during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Wedgewood Partners, Inc.. As of 2021Q2, Wedgewood Partners, Inc. owns 40 stocks with a total value of $690 million. These are the details of the buys and sells.

For the details of

David Rolfe 's stock buys and sells, go to https://www.gurufocus.com/guru/david+rolfe/current-portfolio/portfolio

These are the top 5 holdings of David Rolfe
  1. Alphabet Inc (GOOGL) - 22,316 shares, 7.90% of the total portfolio. Shares reduced by 6.11%
  2. Apple Inc (AAPL) - 379,562 shares, 7.53% of the total portfolio. Shares reduced by 4.08%
  3. Facebook Inc (FB) - 148,764 shares, 7.50% of the total portfolio. Shares reduced by 5.94%
  4. Edwards Lifesciences Corp (EW) - 483,536 shares, 7.26% of the total portfolio. Shares reduced by 5.91%
  5. PayPal Holdings Inc (PYPL) - 151,952 shares, 6.42% of the total portfolio. Shares reduced by 4.98%
New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Wedgewood Partners, Inc. initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $108.21 and $124.8, with an estimated average price of $117.3. The stock is now traded at around $115.500000. The impact to a portfolio due to this purchase was 2.06%. The holding were 118,209 shares as of 2021-06-30.

New Purchase: Paychex Inc (PAYX)

Wedgewood Partners, Inc. initiated holding in Paychex Inc. The purchase prices were between $94.81 and $107.54, with an estimated average price of $100.51. The stock is now traded at around $117.170000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,000 shares as of 2021-06-30.



Here is the complete portfolio of David Rolfe. Also check out:

1. David Rolfe's Undervalued Stocks
2. David Rolfe's Top Growth Companies, and
3. David Rolfe's High Yield stocks
4. Stocks that David Rolfe keeps buying
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