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Mcdonald Partners Llc Buys Sherwin-Williams Co, Sonos Inc, Fox Corp, Sells Broadcom Inc, SPDR Portfolio S&P 500 ETF, Biogen Inc

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Nov 24, 2021
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Investment company Mcdonald Partners Llc (Current Portfolio) buys Sherwin-Williams Co, Sonos Inc, Fox Corp, Las Vegas Sands Corp, JPMorgan Equity Premium Income ETF, sells Broadcom Inc, SPDR Portfolio S&P 500 ETF, Biogen Inc, Western Digital Corp, The Toro Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Mcdonald Partners Llc. As of 2021Q3, Mcdonald Partners Llc owns 300 stocks with a total value of $426 million. These are the details of the buys and sells.

For the details of MCDONALD PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mcdonald+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of MCDONALD PARTNERS LLC
  1. Microsoft Corp (MSFT) - 62,084 shares, 4.11% of the total portfolio. Shares added by 0.18%
  2. Apple Inc (AAPL) - 117,091 shares, 3.89% of the total portfolio. Shares added by 0.22%
  3. JPMorgan Chase & Co (JPM) - 51,562 shares, 1.98% of the total portfolio. Shares added by 1.78%
  4. Berkshire Hathaway Inc (BRK.B) - 28,768 shares, 1.84% of the total portfolio. Shares added by 1.93%
  5. Eaton Corp PLC (ETN) - 50,052 shares, 1.75% of the total portfolio. Shares added by 0.60%
New Purchase: Sonos Inc (SONO)

Mcdonald Partners Llc initiated holding in Sonos Inc. The purchase prices were between $32.23 and $41.31, with an estimated average price of $36.1. The stock is now traded at around $32.250000. The impact to a portfolio due to this purchase was 0.28%. The holding were 37,400 shares as of 2021-09-30.

New Purchase: Health Care Select Sector SPDR (XLV)

Mcdonald Partners Llc initiated holding in Health Care Select Sector SPDR. The purchase prices were between $126.62 and $136.37, with an estimated average price of $131.77. The stock is now traded at around $132.510000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,577 shares as of 2021-09-30.

New Purchase: Fifth Third Bancorp (FITB)

Mcdonald Partners Llc initiated holding in Fifth Third Bancorp. The purchase prices were between $34.63 and $43.6, with an estimated average price of $38.31. The stock is now traded at around $44.840000. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,829 shares as of 2021-09-30.

New Purchase: Nokia Oyj (NOK)

Mcdonald Partners Llc initiated holding in Nokia Oyj. The purchase prices were between $5.35 and $6.29, with an estimated average price of $5.8. The stock is now traded at around $5.720000. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,000 shares as of 2021-09-30.

Added: Sherwin-Williams Co (SHW)

Mcdonald Partners Llc added to a holding in Sherwin-Williams Co by 75.79%. The purchase prices were between $273.09 and $308.7, with an estimated average price of $292.63. The stock is now traded at around $327.490000. The impact to a portfolio due to this purchase was 0.39%. The holding were 13,805 shares as of 2021-09-30.

Added: Fox Corp (FOXA)

Mcdonald Partners Llc added to a holding in Fox Corp by 93.15%. The purchase prices were between $34.72 and $40.25, with an estimated average price of $36.83. The stock is now traded at around $39.130000. The impact to a portfolio due to this purchase was 0.18%. The holding were 39,874 shares as of 2021-09-30.

Added: Las Vegas Sands Corp (LVS)

Mcdonald Partners Llc added to a holding in Las Vegas Sands Corp by 57.47%. The purchase prices were between $35.59 and $53.13, with an estimated average price of $43.05. The stock is now traded at around $39.810000. The impact to a portfolio due to this purchase was 0.14%. The holding were 45,345 shares as of 2021-09-30.

Added: JPMorgan Equity Premium Income ETF (JEPI)

Mcdonald Partners Llc added to a holding in JPMorgan Equity Premium Income ETF by 127.96%. The purchase prices were between $58.92 and $61.7, with an estimated average price of $60.51. The stock is now traded at around $61.890000. The impact to a portfolio due to this purchase was 0.12%. The holding were 15,695 shares as of 2021-09-30.

Added: Melco Resorts and Entertainment Ltd (MLCO)

Mcdonald Partners Llc added to a holding in Melco Resorts and Entertainment Ltd by 292.11%. The purchase prices were between $9.9 and $16.82, with an estimated average price of $13.22. The stock is now traded at around $11.040000. The impact to a portfolio due to this purchase was 0.1%. The holding were 58,224 shares as of 2021-09-30.

Added: Royal Dutch Shell PLC (RDS.B)

Mcdonald Partners Llc added to a holding in Royal Dutch Shell PLC by 73.80%. The purchase prices were between $35.85 and $44.27, with an estimated average price of $39.59. The stock is now traded at around $44.260000. The impact to a portfolio due to this purchase was 0.09%. The holding were 20,488 shares as of 2021-09-30.

Sold Out: Biogen Inc (BIIB)

Mcdonald Partners Llc sold out a holding in Biogen Inc. The sale prices were between $282.99 and $369.05, with an estimated average price of $328.16.

Sold Out: Western Digital Corp (WDC)

Mcdonald Partners Llc sold out a holding in Western Digital Corp. The sale prices were between $55.47 and $70.89, with an estimated average price of $62.94.

Sold Out: Coinbase Global Inc (COIN)

Mcdonald Partners Llc sold out a holding in Coinbase Global Inc. The sale prices were between $220.61 and $280.47, with an estimated average price of $246.56.

Sold Out: iShares S&P Global Clean Energy Index Fund (ICLN)

Mcdonald Partners Llc sold out a holding in iShares S&P Global Clean Energy Index Fund. The sale prices were between $21.65 and $23.79, with an estimated average price of $22.79.

Sold Out: The Toro Co (TTC)

Mcdonald Partners Llc sold out a holding in The Toro Co. The sale prices were between $97.41 and $114.76, with an estimated average price of $109.17.

Sold Out: Schwab Emerging Markets Equity ETF (SCHE)

Mcdonald Partners Llc sold out a holding in Schwab Emerging Markets Equity ETF. The sale prices were between $29.81 and $32.7, with an estimated average price of $31.25.



Here is the complete portfolio of MCDONALD PARTNERS LLC. Also check out:

1. MCDONALD PARTNERS LLC's Undervalued Stocks
2. MCDONALD PARTNERS LLC's Top Growth Companies, and
3. MCDONALD PARTNERS LLC's High Yield stocks
4. Stocks that MCDONALD PARTNERS LLC keeps buying
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