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Girard Partners Ltd. Buys Alphabet Inc, Alphabet Inc, Berkshire Hathaway Inc, Sells Apple Inc, SPDR Portfolio Aggregate Bond ETF, SPDR Portfolio S&P 500 ETF

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Nov 01, 2021
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King Of Prussia, PA, based Investment company Girard Partners Ltd. (Current Portfolio) buys Alphabet Inc, Alphabet Inc, Berkshire Hathaway Inc, Flowers Foods Inc, Medical Properties Trust Inc, sells Apple Inc, SPDR Portfolio Aggregate Bond ETF, SPDR Portfolio S&P 500 ETF, Microsoft Corp, Visa Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Girard Partners Ltd.. As of 2021Q3, Girard Partners Ltd. owns 242 stocks with a total value of $791 million. These are the details of the buys and sells.

For the details of GIRARD PARTNERS LTD.'s stock buys and sells, go to https://www.gurufocus.com/guru/girard+partners+ltd./current-portfolio/portfolio

These are the top 5 holdings of GIRARD PARTNERS LTD.
  1. Apple Inc (AAPL) - 56,079 shares, 7.09% of the total portfolio. Shares reduced by 85.66%
  2. SPDR Portfolio Aggregate Bond ETF (SPAB) - 40,190 shares, 5.08% of the total portfolio. Shares reduced by 96.68%
  3. Microsoft Corp (MSFT) - 29,625 shares, 3.75% of the total portfolio. Shares reduced by 71.41%
  4. SPDR Portfolio S&P 500 ETF (SPLG) - 25,012 shares, 3.16% of the total portfolio. Shares reduced by 94.72%
  5. BlackRock Inc (BLK) - 20,748 shares, 2.62% of the total portfolio. Shares reduced by 17.17%
New Purchase: Flowers Foods Inc (FLO)

Girard Partners Ltd. initiated holding in Flowers Foods Inc. The purchase prices were between $22.68 and $25.17, with an estimated average price of $23.76. The stock is now traded at around $24.750000. The impact to a portfolio due to this purchase was 0.07%. The holding were 569 shares as of 2021-09-30.

New Purchase: Medical Properties Trust Inc (MPW)

Girard Partners Ltd. initiated holding in Medical Properties Trust Inc. The purchase prices were between $19.66 and $21.92, with an estimated average price of $20.51. The stock is now traded at around $21.330000. The impact to a portfolio due to this purchase was 0.05%. The holding were 435 shares as of 2021-09-30.

New Purchase: Moderna Inc (MRNA)

Girard Partners Ltd. initiated holding in Moderna Inc. The purchase prices were between $221.9 and $484.47, with an estimated average price of $367.49. The stock is now traded at around $345.210000. The impact to a portfolio due to this purchase was 0.04%. The holding were 290 shares as of 2021-09-30.

New Purchase: Discover Financial Services (DFS)

Girard Partners Ltd. initiated holding in Discover Financial Services. The purchase prices were between $115.26 and $135.38, with an estimated average price of $125.25. The stock is now traded at around $113.320000. The impact to a portfolio due to this purchase was 0.03%. The holding were 264 shares as of 2021-09-30.

New Purchase: Microchip Technology Inc (MCHP)

Girard Partners Ltd. initiated holding in Microchip Technology Inc. The purchase prices were between $65.99 and $83.04, with an estimated average price of $75.02. The stock is now traded at around $74.090000. The impact to a portfolio due to this purchase was 0.03%. The holding were 486 shares as of 2021-09-30.

New Purchase: Abiomed Inc (ABMD)

Girard Partners Ltd. initiated holding in Abiomed Inc. The purchase prices were between $310.19 and $376.2, with an estimated average price of $338.95. The stock is now traded at around $332.040000. The impact to a portfolio due to this purchase was 0.03%. The holding were 260 shares as of 2021-09-30.

Added: Alphabet Inc (GOOGL)

Girard Partners Ltd. added to a holding in Alphabet Inc by 171.10%. The purchase prices were between $2448.89 and $2904.31, with an estimated average price of $2720.51. The stock is now traded at around $2960.920000. The impact to a portfolio due to this purchase was 0.92%. The holding were 11,454 shares as of 2021-09-30.

Added: Alphabet Inc (GOOG)

Girard Partners Ltd. added to a holding in Alphabet Inc by 153.68%. The purchase prices were between $2527.37 and $2916.84, with an estimated average price of $2756.72. The stock is now traded at around $2965.410000. The impact to a portfolio due to this purchase was 0.37%. The holding were 4,825 shares as of 2021-09-30.

Added: Berkshire Hathaway Inc (BRK.A)

Girard Partners Ltd. added to a holding in Berkshire Hathaway Inc by 41000.00%. The purchase prices were between $410450 and $438160, with an estimated average price of $422615. The stock is now traded at around $432902.000000. The impact to a portfolio due to this purchase was 0.1%. The holding were 822 shares as of 2021-09-30.

Sold Out: Vanguard FTSE Europe ETF (VGK)

Girard Partners Ltd. sold out a holding in Vanguard FTSE Europe ETF. The sale prices were between $65.12 and $70.19, with an estimated average price of $68.16.

Sold Out: Industrial Select Sector SPDR (XLI)

Girard Partners Ltd. sold out a holding in Industrial Select Sector SPDR. The sale prices were between $97.84 and $105.19, with an estimated average price of $102.44.

Sold Out: iShares Global Tech ETF (IXN)

Girard Partners Ltd. sold out a holding in iShares Global Tech ETF. The sale prices were between $56.11 and $60.64, with an estimated average price of $58.53.

Sold Out: iShares MSCI Canada ETF (EWC)

Girard Partners Ltd. sold out a holding in iShares MSCI Canada ETF. The sale prices were between $35.5 and $38.1, with an estimated average price of $37.11.

Sold Out: Harley-Davidson Inc (HOG)

Girard Partners Ltd. sold out a holding in Harley-Davidson Inc. The sale prices were between $36.61 and $46.99, with an estimated average price of $40.41.

Sold Out: Norfolk Southern Corp (NSC)

Girard Partners Ltd. sold out a holding in Norfolk Southern Corp. The sale prices were between $239.24 and $273.35, with an estimated average price of $256.57.



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