- New Purchases: CSGP, ADSK,
- Added Positions: AMZN, VRSN, EA, VRSK, TRU, ICE, PINS, CERN, KO,
- Reduced Positions: INTU, ADBE, IT, AAPL, MSFT, FB, GOOGL, NVDA, COO, SPGI, EL, PYPL, V, MSI, SWK, UNH, GOOG, CRM, JBHT, HD, BKNG, BR, ZTS, DHR, NKE, UNP, ISRG,
- Sold Out: ORLY, DXCM,
For the details of SFT Delaware Ivy Growth Fund's stock buys and sells, go to https://www.gurufocus.com/guru/sft+delaware+ivy+growth+fund/current-portfolio/portfolio
These are the top 5 holdings of SFT Delaware Ivy Growth Fund- Microsoft Corp (MSFT) - 255,988 shares, 11.15% of the total portfolio. Shares reduced by 3.21%
- Apple Inc (AAPL) - 363,245 shares, 7.94% of the total portfolio. Shares reduced by 4.42%
- Amazon.com Inc (AMZN) - 13,953 shares, 7.08% of the total portfolio. Shares added by 10.13%
- Alphabet Inc (GOOGL) - 14,261 shares, 5.89% of the total portfolio. Shares reduced by 4.17%
- Visa Inc (V) - 130,326 shares, 4.49% of the total portfolio. Shares reduced by 2.54%
SFT Delaware Ivy Growth Fund initiated holding in CoStar Group Inc. The purchase prices were between $80.97 and $90.15, with an estimated average price of $86.4. The stock is now traded at around $78.070000. The impact to a portfolio due to this purchase was 0.81%. The holding were 60,864 shares as of 2021-09-30.
New Purchase: Autodesk Inc (ADSK)SFT Delaware Ivy Growth Fund initiated holding in Autodesk Inc. The purchase prices were between $279.35 and $342.27, with an estimated average price of $305.7. The stock is now traded at around $271.730000. The impact to a portfolio due to this purchase was 0.67%. The holding were 15,256 shares as of 2021-09-30.
Added: Verisk Analytics Inc (VRSK)SFT Delaware Ivy Growth Fund added to a holding in Verisk Analytics Inc by 22.47%. The purchase prices were between $176.8 and $208.97, with an estimated average price of $193.66. The stock is now traded at around $228.570000. The impact to a portfolio due to this purchase was 0.29%. The holding were 50,716 shares as of 2021-09-30.
Sold Out: O'Reilly Automotive Inc (ORLY)SFT Delaware Ivy Growth Fund sold out a holding in O'Reilly Automotive Inc. The sale prices were between $575.38 and $626.33, with an estimated average price of $599.88.
Sold Out: DexCom Inc (DXCM)SFT Delaware Ivy Growth Fund sold out a holding in DexCom Inc. The sale prices were between $426.84 and $572.73, with an estimated average price of $503.9.
Here is the complete portfolio of SFT Delaware Ivy Growth Fund. Also check out:
1. SFT Delaware Ivy Growth Fund's Undervalued Stocks
2. SFT Delaware Ivy Growth Fund's Top Growth Companies, and
3. SFT Delaware Ivy Growth Fund's High Yield stocks
4. Stocks that SFT Delaware Ivy Growth Fund keeps buying
