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Barton Investment Management Buys VANGUARD BD IDX FD, Blue Owl Capital Inc, Sells Berkshire Hathaway Inc, ICU Medical Inc

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Oct 18, 2021
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West Conshohocken, PA, based Investment company Barton Investment Management (Current Portfolio) buys VANGUARD BD IDX FD, Blue Owl Capital Inc, sells Berkshire Hathaway Inc, ICU Medical Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Barton Investment Management. As of 2021Q3, Barton Investment Management owns 39 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) - 224,040 shares, 25.48% of the total portfolio. Shares reduced by 2.51%
  2. Netflix Inc (NFLX) - 427,029 shares, 21.87% of the total portfolio. Shares reduced by 0.89%
  3. Amazon.com Inc (AMZN) - 38,214 shares, 10.53% of the total portfolio. Shares reduced by 1.54%
  4. PayPal Holdings Inc (PYPL) - 344,776 shares, 7.53% of the total portfolio. Shares reduced by 0.71%
  5. BlackLine Inc (BL) - 607,141 shares, 6.01% of the total portfolio. Shares reduced by 0.05%
New Purchase: VANGUARD BD IDX FD (BND)

Barton Investment Management initiated holding in VANGUARD BD IDX FD. The purchase prices were between $85.32 and $86.58, with an estimated average price of $86.06. The stock is now traded at around $85.160900. The impact to a portfolio due to this purchase was 0.08%. The holding were 11,775 shares as of 2021-09-30.

New Purchase: Blue Owl Capital Inc (OWL)

Barton Investment Management initiated holding in Blue Owl Capital Inc. The purchase prices were between $12.26 and $16.43, with an estimated average price of $13.86. The stock is now traded at around $16.000000. The impact to a portfolio due to this purchase was 0.04%. The holding were 30,000 shares as of 2021-09-30.

Sold Out: ICU Medical Inc (ICUI)

Barton Investment Management sold out a holding in ICU Medical Inc. The sale prices were between $186.8 and $260, with an estimated average price of $209.59.

Reduced: Berkshire Hathaway Inc (BRK.A)

Barton Investment Management reduced to a holding in Berkshire Hathaway Inc by 99%. The sale prices were between $410450 and $438160, with an estimated average price of $422615. The stock is now traded at around $426091.080000. The impact to a portfolio due to this sale was -0.34%. Barton Investment Management still held 10 shares as of 2021-09-30.



Here is the complete portfolio of Barton Investment Management. Also check out:

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