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Suncoast Equity Management Buys AmerisourceBergen Corp, Broadridge Financial Solutions Inc, Copart Inc, Sells VMware Inc, Lockheed Martin Corp, Eli Lilly and Co

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Oct 29, 2021
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Tampa, FL, based Investment company Suncoast Equity Management (Current Portfolio) buys AmerisourceBergen Corp, Broadridge Financial Solutions Inc, Copart Inc, IDEXX Laboratories Inc, T. Rowe Price Group Inc, sells VMware Inc, Lockheed Martin Corp, Eli Lilly and Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Suncoast Equity Management. As of 2021Q3, Suncoast Equity Management owns 47 stocks with a total value of $715 million. These are the details of the buys and sells.

For the details of Suncoast Equity Management's stock buys and sells, go to https://www.gurufocus.com/guru/suncoast+equity+management/current-portfolio/portfolio

These are the top 5 holdings of Suncoast Equity Management
  1. Microsoft Corp (MSFT) - 244,596 shares, 9.65% of the total portfolio. Shares reduced by 5.57%
  2. Accenture PLC (ACN) - 193,145 shares, 8.64% of the total portfolio. Shares reduced by 5.52%
  3. Alphabet Inc (GOOG) - 18,998 shares, 7.08% of the total portfolio. Shares reduced by 8.19%
  4. PayPal Holdings Inc (PYPL) - 177,634 shares, 6.47% of the total portfolio. Shares reduced by 6.1%
  5. Adobe Inc (ADBE) - 78,484 shares, 6.32% of the total portfolio. Shares reduced by 5.58%
New Purchase: Copart Inc (CPRT)

Suncoast Equity Management initiated holding in Copart Inc. The purchase prices were between $134.42 and $152.27, with an estimated average price of $142.83. The stock is now traded at around $155.290000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,770 shares as of 2021-09-30.

New Purchase: IDEXX Laboratories Inc (IDXX)

Suncoast Equity Management initiated holding in IDEXX Laboratories Inc. The purchase prices were between $621.9 and $705.76, with an estimated average price of $671.83. The stock is now traded at around $666.140000. The impact to a portfolio due to this purchase was 0.03%. The holding were 360 shares as of 2021-09-30.

New Purchase: Fortinet Inc (FTNT)

Suncoast Equity Management initiated holding in Fortinet Inc. The purchase prices were between $242.34 and $320.19, with an estimated average price of $289.33. The stock is now traded at around $336.340000. The impact to a portfolio due to this purchase was 0.03%. The holding were 850 shares as of 2021-09-30.

New Purchase: S&P 500 ETF TRUST ETF (SPY)

Suncoast Equity Management initiated holding in S&P 500 ETF TRUST ETF. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $459.250000. The impact to a portfolio due to this purchase was 0.03%. The holding were 533 shares as of 2021-09-30.

Added: AmerisourceBergen Corp (ABC)

Suncoast Equity Management added to a holding in AmerisourceBergen Corp by 116.77%. The purchase prices were between $112.6 and $125.8, with an estimated average price of $120.16. The stock is now traded at around $122.020000. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,150 shares as of 2021-09-30.

Added: Broadridge Financial Solutions Inc (BR)

Suncoast Equity Management added to a holding in Broadridge Financial Solutions Inc by 31.87%. The purchase prices were between $162.51 and $176.99, with an estimated average price of $170.23. The stock is now traded at around $178.410000. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,040 shares as of 2021-09-30.

Added: T. Rowe Price Group Inc (TROW)

Suncoast Equity Management added to a holding in T. Rowe Price Group Inc by 41.43%. The purchase prices were between $196.7 and $223.87, with an estimated average price of $210.6. The stock is now traded at around $216.880000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,165 shares as of 2021-09-30.

Added: Veeva Systems Inc (VEEV)

Suncoast Equity Management added to a holding in Veeva Systems Inc by 20.63%. The purchase prices were between $282.94 and $341, with an estimated average price of $317.34. The stock is now traded at around $317.010000. The impact to a portfolio due to this purchase was 0.01%. The holding were 965 shares as of 2021-09-30.

Added: Steris PLC (STE)

Suncoast Equity Management added to a holding in Steris PLC by 20.41%. The purchase prices were between $204.28 and $225.82, with an estimated average price of $213.96. The stock is now traded at around $233.740000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,180 shares as of 2021-09-30.

Sold Out: VMware Inc (VMW)

Suncoast Equity Management sold out a holding in VMware Inc. The sale prices were between $138.03 and $159.48, with an estimated average price of $151.63.

Sold Out: Lockheed Martin Corp (LMT)

Suncoast Equity Management sold out a holding in Lockheed Martin Corp. The sale prices were between $336.05 and $383.48, with an estimated average price of $362.11.



Here is the complete portfolio of Suncoast Equity Management. Also check out:

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