Get Premium to unlock powerful stock data

Peloton Wealth Strategists Buys LyondellBasell Industries NV, Honeywell International Inc, iShares iBonds 2022 Term High Yield and Income ETF, Sells Nike Inc, Boeing Co, CME Group Inc

Author's Avatar
insider
Nov 17, 2021
Article's Main Image
Indianapolis, IN, based Investment company Peloton Wealth Strategists (Current Portfolio) buys LyondellBasell Industries NV, Honeywell International Inc, iShares iBonds 2022 Term High Yield and Income ETF, The Home Depot Inc, MarketAxess Holdings Inc, sells Nike Inc, Boeing Co, CME Group Inc, Ecolab Inc, Meta Platforms Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Peloton Wealth Strategists. As of 2021Q3, Peloton Wealth Strategists owns 88 stocks with a total value of $244 million. These are the details of the buys and sells.

For the details of Peloton Wealth Strategists's stock buys and sells, go to https://www.gurufocus.com/guru/peloton+wealth+strategists/current-portfolio/portfolio

These are the top 5 holdings of Peloton Wealth Strategists
  1. Thermo Fisher Scientific Inc (TMO) - 16,449 shares, 3.85% of the total portfolio. Shares added by 2.05%
  2. Alphabet Inc (GOOGL) - 3,219 shares, 3.55% of the total portfolio. Shares reduced by 9.32%
  3. Mastercard Inc (MA) - 23,121 shares, 3.29% of the total portfolio. Shares reduced by 4.5%
  4. Salesforce.com Inc (CRM) - 25,780 shares, 2.86% of the total portfolio. Shares reduced by 0.77%
  5. JPMorgan Chase & Co (JPM) - 42,149 shares, 2.82% of the total portfolio. Shares reduced by 2.32%
New Purchase: LyondellBasell Industries NV (LYB)

Peloton Wealth Strategists initiated holding in LyondellBasell Industries NV. The purchase prices were between $89.9 and $105.94, with an estimated average price of $98.19. The stock is now traded at around $93.000000. The impact to a portfolio due to this purchase was 0.72%. The holding were 18,850 shares as of 2021-09-30.

New Purchase: Honeywell International Inc (HON)

Peloton Wealth Strategists initiated holding in Honeywell International Inc. The purchase prices were between $212.28 and $234.18, with an estimated average price of $226.13. The stock is now traded at around $221.370000. The impact to a portfolio due to this purchase was 0.58%. The holding were 6,708 shares as of 2021-09-30.

New Purchase: MarketAxess Holdings Inc (MKTX)

Peloton Wealth Strategists initiated holding in MarketAxess Holdings Inc. The purchase prices were between $417.22 and $492.13, with an estimated average price of $459.17. The stock is now traded at around $392.580000. The impact to a portfolio due to this purchase was 0.54%. The holding were 3,145 shares as of 2021-09-30.

New Purchase: International Business Machines Corp (IBM)

Peloton Wealth Strategists initiated holding in International Business Machines Corp. The purchase prices were between $127.01 and $140.26, with an estimated average price of $133.56. The stock is now traded at around $118.460000. The impact to a portfolio due to this purchase was 0.38%. The holding were 6,935 shares as of 2021-09-30.

New Purchase: Monster Beverage Corp (MNST)

Peloton Wealth Strategists initiated holding in Monster Beverage Corp. The purchase prices were between $88.83 and $98.79, with an estimated average price of $94.52. The stock is now traded at around $92.330000. The impact to a portfolio due to this purchase was 0.32%. The holding were 8,825 shares as of 2021-09-30.

New Purchase: Amazon.com Inc (AMZN)

Peloton Wealth Strategists initiated holding in Amazon.com Inc. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3540.700000. The impact to a portfolio due to this purchase was 0.14%. The holding were 107 shares as of 2021-09-30.

Added: iShares iBonds 2022 Term High Yield and Income ETF (IBHB)

Peloton Wealth Strategists added to a holding in iShares iBonds 2022 Term High Yield and Income ETF by 190.00%. The purchase prices were between $24.05 and $24.19, with an estimated average price of $24.12. The stock is now traded at around $24.220000. The impact to a portfolio due to this purchase was 0.56%. The holding were 87,000 shares as of 2021-09-30.

Added: The Home Depot Inc (HD)

Peloton Wealth Strategists added to a holding in The Home Depot Inc by 162.62%. The purchase prices were between $317.05 and $341.41, with an estimated average price of $328.29. The stock is now traded at around $392.330000. The impact to a portfolio due to this purchase was 0.54%. The holding were 6,576 shares as of 2021-09-30.

Added: UnitedHealth Group Inc (UNH)

Peloton Wealth Strategists added to a holding in UnitedHealth Group Inc by 47.56%. 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 $449.620000. The impact to a portfolio due to this purchase was 0.48%. The holding were 9,246 shares as of 2021-09-30.

Added: Thor Industries Inc (THO)

Peloton Wealth Strategists added to a holding in Thor Industries Inc by 40.58%. The purchase prices were between $105.7 and $127.44, with an estimated average price of $114.13. The stock is now traded at around $114.080000. The impact to a portfolio due to this purchase was 0.47%. The holding were 32,495 shares as of 2021-09-30.

Added: McDonald's Corp (MCD)

Peloton Wealth Strategists added to a holding in McDonald's Corp by 94.61%. The purchase prices were between $229.26 and $248.11, with an estimated average price of $238.61. The stock is now traded at around $252.460000. The impact to a portfolio due to this purchase was 0.35%. The holding were 7,261 shares as of 2021-09-30.

Added: Trex Co Inc (TREX)

Peloton Wealth Strategists added to a holding in Trex Co Inc by 38.06%. The purchase prices were between $95.1 and $114.23, with an estimated average price of $104.65. The stock is now traded at around $130.820000. The impact to a portfolio due to this purchase was 0.28%. The holding were 24,305 shares as of 2021-09-30.

Sold Out: Nike Inc (NKE)

Peloton Wealth Strategists sold out a holding in Nike Inc. The sale prices were between $145.23 and $173.85, with an estimated average price of $163.

Sold Out: Boeing Co (BA)

Peloton Wealth Strategists sold out a holding in Boeing Co. The sale prices were between $206.99 and $239.73, with an estimated average price of $223.15.

Sold Out: Ventas Inc (VTR)

Peloton Wealth Strategists sold out a holding in Ventas Inc. The sale prices were between $54.23 and $60.4, with an estimated average price of $57.28.

Sold Out: Alphabet Inc (GOOG)

Peloton Wealth Strategists sold out a holding in Alphabet Inc. The sale prices were between $2527.37 and $2916.84, with an estimated average price of $2756.72.

Sold Out: Texas Pacific Land Corp (TPL)

Peloton Wealth Strategists sold out a holding in Texas Pacific Land Corp. The sale prices were between $1209.36 and $1615.84, with an estimated average price of $1400.64.

Sold Out: Precigen Inc (PGEN)

Peloton Wealth Strategists sold out a holding in Precigen Inc. The sale prices were between $4.99 and $6.55, with an estimated average price of $5.77.



Here is the complete portfolio of Peloton Wealth Strategists. Also check out:

1. Peloton Wealth Strategists's Undervalued Stocks
2. Peloton Wealth Strategists's Top Growth Companies, and
3. Peloton Wealth Strategists's High Yield stocks
4. Stocks that Peloton Wealth Strategists keeps buying

Become a Premium Member to See This: (Free Trial):

» Take a Free Trial of Premium Membership

Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus