- New Purchases: UNH,
- Added Positions: TSM, BKNG,
- Reduced Positions: GOOGL, SBUX, KEYS, EW, GOOG, PYPL, FB, MSI, AAPL, CDW, TSCO, CPRT, USB, EA, FRC, SPGI, ODFL, FITB, BX, BMY, BP, NLY,
- Sold Out: ALC,
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- Edwards Lifesciences Corp (EW) - 472,627 shares, 7.55% of the total portfolio. Shares reduced by 2.26%
- Apple Inc (AAPL) - 375,367 shares, 7.49% of the total portfolio. Shares reduced by 1.11%
- Alphabet Inc (GOOGL) - 19,811 shares, 7.47% of the total portfolio. Shares reduced by 11.23%
- Meta Platforms Inc (FB) - 146,930 shares, 7.03% of the total portfolio. Shares reduced by 1.23%
- Motorola Solutions Inc (MSI) - 192,679 shares, 6.31% of the total portfolio. Shares reduced by 1.44%
Wedgewood Partners, Inc. initiated holding in UnitedHealth Group Inc. The purchase prices were between $390.74 and $429.71, with an estimated average price of $414.25. The stock is now traded at around $460.180000. The impact to a portfolio due to this purchase was 2.86%. The holding were 51,972 shares as of 2021-09-30.
Added: Taiwan Semiconductor Manufacturing Co Ltd (TSM)Wedgewood Partners, Inc. added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 77.74%. The purchase prices were between $108.12 and $124.7, with an estimated average price of $117.53. The stock is now traded at around $118.690000. The impact to a portfolio due to this purchase was 1.45%. The holding were 210,107 shares as of 2021-09-30.
Sold Out: Alcon Inc (ALC)Wedgewood Partners, Inc. sold out a holding in Alcon Inc. The sale prices were between $68.18 and $87.25, with an estimated average price of $76.98.
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
