Mendel Money Management Buys Palo Alto Networks Inc, Nutanix Inc, Bank of America Corp, Sells Roper Technologies Inc, United Parcel Service Inc, Fortive Corp

Northbrook, IL, based Investment company Mendel Money Management (Current Portfolio) buys Palo Alto Networks Inc, Nutanix Inc, Bank of America Corp, PIMCO Active Bond ETF, Air Products & Chemicals Inc, sells Roper Technologies Inc, United Parcel Service Inc, Fortive Corp, Dominion Energy Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Mendel Money Management. As of 2021Q3, Mendel Money Management owns 68 stocks with a total value of $159 million. These are the details of the buys and sells.

For the details of Mendel Money Management's stock buys and sells, go to https://www.gurufocus.com/guru/mendel+money+management/current-portfolio/portfolio

These are the top 5 holdings of Mendel Money Management
  1. Microsoft Corp (MSFT) - 29,680 shares, 5.25% of the total portfolio. Shares reduced by 0.22%
  2. Danaher Corp (DHR) - 26,127 shares, 4.99% of the total portfolio. Shares reduced by 1.66%
  3. Thermo Fisher Scientific Inc (TMO) - 13,746 shares, 4.93% of the total portfolio. Shares reduced by 0.71%
  4. Lowe's Companies Inc (LOW) - 33,092 shares, 4.21% of the total portfolio. Shares added by 0.61%
  5. Alphabet Inc (GOOG) - 2,393 shares, 4.00% of the total portfolio. Shares reduced by 4.24%
New Purchase: Nutanix Inc (NTNX)

Mendel Money Management initiated holding in Nutanix Inc. The purchase prices were between $33.1 and $43.95, with an estimated average price of $37.9. The stock is now traded at around $35.760000. The impact to a portfolio due to this purchase was 0.27%. The holding were 11,280 shares as of 2021-09-30.

New Purchase: PIMCO Active Bond ETF (BOND)

Mendel Money Management initiated holding in PIMCO Active Bond ETF. The purchase prices were between $109.71 and $111.37, with an estimated average price of $110.79. The stock is now traded at around $110.550100. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,134 shares as of 2021-09-30.

Added: Palo Alto Networks Inc (PANW)

Mendel Money Management added to a holding in Palo Alto Networks Inc by 36.04%. The purchase prices were between $362.36 and $490.47, with an estimated average price of $421.51. The stock is now traded at around $517.105000. The impact to a portfolio due to this purchase was 0.55%. The holding were 6,863 shares as of 2021-09-30.

Added: Bank of America Corp (BAC)

Mendel Money Management added to a holding in Bank of America Corp by 21.03%. The purchase prices were between $36.93 and $43.26, with an estimated average price of $40.31. The stock is now traded at around $46.645000. The impact to a portfolio due to this purchase was 0.25%. The holding were 53,750 shares as of 2021-09-30.

Added: Arista Networks Inc (ANET)

Mendel Money Management added to a holding in Arista Networks Inc by 43.13%. The purchase prices were between $343.64 and $382.12, with an estimated average price of $366.56. The stock is now traded at around $534.780000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,782 shares as of 2021-09-30.

Added: Air Products & Chemicals Inc (APD)

Mendel Money Management added to a holding in Air Products & Chemicals Inc by 32.14%. The purchase prices were between $256.11 and $291.67, with an estimated average price of $276.69. The stock is now traded at around $313.170000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,775 shares as of 2021-09-30.

Added: First Trust Preferred Securities and Income ETF (FPE)

Mendel Money Management added to a holding in First Trust Preferred Securities and Income ETF by 48.75%. The purchase prices were between $20.32 and $20.61, with an estimated average price of $20.45. The stock is now traded at around $20.555000. The impact to a portfolio due to this purchase was 0.07%. The holding were 15,988 shares as of 2021-09-30.

Added: JPMorgan Diversified Return International Equity E (JPIN)

Mendel Money Management added to a holding in JPMorgan Diversified Return International Equity E by 38.20%. The purchase prices were between $60.31 and $63.43, with an estimated average price of $62.04. The stock is now traded at around $61.310000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,579 shares as of 2021-09-30.

Sold Out: United Parcel Service Inc (UPS)

Mendel Money Management sold out a holding in United Parcel Service Inc. The sale prices were between $182.1 and $214.26, with an estimated average price of $197.6.

Sold Out: Fortive Corp (FTV)

Mendel Money Management sold out a holding in Fortive Corp. The sale prices were between $68.37 and $75.96, with an estimated average price of $72.65.

Sold Out: Dominion Energy Inc (D)

Mendel Money Management sold out a holding in Dominion Energy Inc. The sale prices were between $73.02 and $80.05, with an estimated average price of $76.25.



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