- Added Positions: NOC, GM, AMZN,
- Reduced Positions: KSU, XLF, FB, TMUS, UNH, MSFT, AFL, JNJ, GOOG, BRK.B, NXPI, SCHO, AAPL, V, XLV, MCK,
- Sold Out: VGLT, PFE, SCHR, CMCSA, NFLX,
For the details of Act Two Investors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/act+two+investors+llc/current-portfolio/portfolio
These are the top 5 holdings of Act Two Investors LLC- Microsoft Corp (MSFT) - 182,745 shares, 12.23% of the total portfolio. Shares reduced by 2.94%
- Alphabet Inc (GOOG) - 18,011 shares, 11.39% of the total portfolio. Shares reduced by 1.82%
- NXP Semiconductors NV (NXPI) - 202,290 shares, 9.40% of the total portfolio. Shares reduced by 1.14%
- Prudential Financial Inc (PRU) - 375,212 shares, 9.37% of the total portfolio. Shares reduced by 0.1%
- Amazon.com Inc (AMZN) - 9,923 shares, 7.74% of the total portfolio. Shares added by 1.77%
Act Two Investors LLC added to a holding in Northrop Grumman Corp by 610.61%. The purchase prices were between $345.14 and $371.82, with an estimated average price of $361.61. The stock is now traded at around $359.650000. The impact to a portfolio due to this purchase was 4.94%. The holding were 67,295 shares as of 2021-09-30.
Sold Out: Vanguard Long-Term Government Bond ETF (VGLT)Act Two Investors LLC sold out a holding in Vanguard Long-Term Government Bond ETF. The sale prices were between $87.04 and $91.6, with an estimated average price of $89.69.
Sold Out: Pfizer Inc (PFE)Act Two Investors LLC sold out a holding in Pfizer Inc. The sale prices were between $39.25 and $50.42, with an estimated average price of $44.27.
Sold Out: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)Act Two Investors LLC sold out a holding in Schwab Intermediate-Term U.S. Treasury ETF. The sale prices were between $56.5 and $57.49, with an estimated average price of $57.07.
Sold Out: Comcast Corp (CMCSA)Act Two Investors LLC sold out a holding in Comcast Corp. The sale prices were between $54.75 and $61.75, with an estimated average price of $58.36.
Sold Out: Netflix Inc (NFLX)Act Two Investors LLC sold out a holding in Netflix Inc. The sale prices were between $510.72 and $610.34, with an estimated average price of $550.68.
Here is the complete portfolio of Act Two Investors LLC. Also check out:
1. Act Two Investors LLC's Undervalued Stocks
2. Act Two Investors LLC's Top Growth Companies, and
3. Act Two Investors LLC's High Yield stocks
4. Stocks that Act Two Investors LLC keeps buying
