Sand Hill Global Advisors, LLC Buys General Electric Co, Coinbase Global Inc, Schwab U.S. Large-Cap ETF, Sells Fidelity National Information Services Inc, Alphabet Inc, iShares National Muni Bond ETF

Palo Alto, CA, based Investment company Sand Hill Global Advisors, LLC (Current Portfolio) buys General Electric Co, Coinbase Global Inc, Schwab U.S. Large-Cap ETF, Schwab International Equity ETF, iShares MSCI ACWI Index Fund, sells Fidelity National Information Services Inc, Alphabet Inc, iShares National Muni Bond ETF, Exxon Mobil Corp, Tesla Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Sand Hill Global Advisors, LLC. As of 2021Q3, Sand Hill Global Advisors, LLC owns 157 stocks with a total value of $1.6 billion. These are the details of the buys and sells.

For the details of Sand Hill Global Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sand+hill+global+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Sand Hill Global Advisors, LLC
  1. S&P 500 ETF TRUST ETF (SPY) - 728,011 shares, 18.97% of the total portfolio. Shares added by 0.76%
  2. Vanguard S&P 500 ETF (VOO) - 388,482 shares, 9.30% of the total portfolio. Shares added by 2.92%
  3. iShares MSCI EAFE ETF (EFA) - 1,853,582 shares, 8.78% of the total portfolio. Shares added by 3.05%
  4. Vanguard FTSE Emerging Markets ETF (VWO) - 2,272,505 shares, 6.90% of the total portfolio. Shares added by 4.52%
  5. iShares Russell 2000 ETF (IWM) - 495,721 shares, 6.58% of the total portfolio. Shares added by 4.09%
New Purchase: General Electric Co (GE)

Sand Hill Global Advisors, LLC initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $106.670000. The impact to a portfolio due to this purchase was 0.25%. The holding were 39,473 shares as of 2021-09-30.

New Purchase: Coinbase Global Inc (COIN)

Sand Hill Global Advisors, LLC initiated holding in Coinbase Global Inc. The purchase prices were between $220.61 and $280.47, with an estimated average price of $246.56. The stock is now traded at around $345.360000. The impact to a portfolio due to this purchase was 0.21%. The holding were 15,077 shares as of 2021-09-30.

New Purchase: Schwab U.S. Large-Cap ETF (SCHX)

Sand Hill Global Advisors, LLC initiated holding in Schwab U.S. Large-Cap ETF. The purchase prices were between $102.71 and $109.52, with an estimated average price of $106.69. The stock is now traded at around $113.290000. The impact to a portfolio due to this purchase was 0.19%. The holding were 29,752 shares as of 2021-09-30.

New Purchase: Schwab International Equity ETF (SCHF)

Sand Hill Global Advisors, LLC initiated holding in Schwab International Equity ETF. The purchase prices were between $38.35 and $40.79, with an estimated average price of $39.78. The stock is now traded at around $40.340000. The impact to a portfolio due to this purchase was 0.16%. The holding were 69,443 shares as of 2021-09-30.

New Purchase: iShares MSCI ACWI Index Fund (ACWI)

Sand Hill Global Advisors, LLC initiated holding in iShares MSCI ACWI Index Fund. The purchase prices were between $99.44 and $105.29, with an estimated average price of $102.65. The stock is now traded at around $107.010000. The impact to a portfolio due to this purchase was 0.13%. The holding were 21,582 shares as of 2021-09-30.

New Purchase: Schwab Emerging Markets Equity ETF (SCHE)

Sand Hill Global Advisors, LLC initiated holding in Schwab Emerging Markets Equity ETF. The purchase prices were between $29.81 and $32.7, with an estimated average price of $31.25. The stock is now traded at around $31.630000. The impact to a portfolio due to this purchase was 0.06%. The holding were 30,898 shares as of 2021-09-30.

Added: iShares MSCI ACWI Ex US Index Fund (ACWX)

Sand Hill Global Advisors, LLC added to a holding in iShares MSCI ACWI Ex US Index Fund by 40.29%. The purchase prices were between $55.41 and $58.44, with an estimated average price of $56.96. The stock is now traded at around $57.810000. The impact to a portfolio due to this purchase was 0.09%. The holding were 91,446 shares as of 2021-09-30.

Added: SPDR Gold Shares ETF (GLD)

Sand Hill Global Advisors, LLC added to a holding in SPDR Gold Shares ETF by 55.26%. The purchase prices were between $161.32 and $171.17, with an estimated average price of $167.4. The stock is now traded at around $174.180000. The impact to a portfolio due to this purchase was 0.03%. The holding were 9,468 shares as of 2021-09-30.

Added: Wells Fargo & Co (WFC)

Sand Hill Global Advisors, LLC added to a holding in Wells Fargo & Co by 38.68%. The purchase prices were between $42.32 and $51.15, with an estimated average price of $46.23. The stock is now traded at around $51.080000. The impact to a portfolio due to this purchase was 0.01%. The holding were 8,060 shares as of 2021-09-30.

Sold Out: Fidelity National Information Services Inc (FIS)

Sand Hill Global Advisors, LLC sold out a holding in Fidelity National Information Services Inc. The sale prices were between $121.38 and $150.86, with an estimated average price of $134.16.

Sold Out: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Sand Hill Global Advisors, LLC sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $108.12 and $124.7, with an estimated average price of $117.53.

Sold Out: Bank of America Corp (BAC)

Sand Hill Global Advisors, LLC sold out a holding in Bank of America Corp. The sale prices were between $36.93 and $43.26, with an estimated average price of $40.31.

Sold Out: Thermo Fisher Scientific Inc (TMO)

Sand Hill Global Advisors, LLC sold out a holding in Thermo Fisher Scientific Inc. The sale prices were between $509.53 and $609.78, with an estimated average price of $548.6.

Sold Out: Starbucks Corp (SBUX)

Sand Hill Global Advisors, LLC sold out a holding in Starbucks Corp. The sale prices were between $110.31 and $126.06, with an estimated average price of $117.05.

Sold Out: Mastercard Inc (MA)

Sand Hill Global Advisors, LLC sold out a holding in Mastercard Inc. The sale prices were between $337.38 and $393.26, with an estimated average price of $363.45.



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