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Beaumont Asset Management, L.L.C. Buys Zimmer Biomet Holdings Inc, Taiwan Semiconductor Manufacturing Co, The Energy Select Sector SPDR Fund, Sells Meta Platforms Inc, DraftKings Inc, Exxon Mobil Corp

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Jan 25, 2022
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Investment company Beaumont Asset Management, L.L.C. (Current Portfolio) buys Zimmer Biomet Holdings Inc, Taiwan Semiconductor Manufacturing Co, The Energy Select Sector SPDR Fund, Danaher Corp, Entergy Corp, sells Meta Platforms Inc, DraftKings Inc, Exxon Mobil Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Beaumont Asset Management, L.L.C.. As of 2021Q4, Beaumont Asset Management, L.L.C. owns 67 stocks with a total value of $150 million. These are the details of the buys and sells.

For the details of Beaumont Asset Management, L.L.C.'s stock buys and sells, go to https://www.gurufocus.com/guru/beaumont+asset+management%2C+l.l.c./current-portfolio/portfolio

These are the top 5 holdings of Beaumont Asset Management, L.L.C.
  1. iShares Core S&P 500 ETF (IVV) - 66,820 shares, 21.23% of the total portfolio. Shares added by 8.26%
  2. VanEck Morningstar Wide Moat ETF (MOAT) - 253,673 shares, 12.86% of the total portfolio. Shares added by 1.38%
  3. Vanguard Short-Term Corporate Bond ETF (VCSH) - 151,787 shares, 8.22% of the total portfolio. Shares added by 4.33%
  4. Microsoft Corp (MSFT) - 24,896 shares, 5.58% of the total portfolio. Shares added by 1.03%
  5. ISHARES TRUST (XT) - 104,168 shares, 4.58% of the total portfolio. Shares reduced by 3.44%
New Purchase: Zimmer Biomet Holdings Inc (ZBH)

Beaumont Asset Management, L.L.C. initiated holding in Zimmer Biomet Holdings Inc. The purchase prices were between $118.89 and $151.03, with an estimated average price of $134.39. The stock is now traded at around $123.650000. The impact to a portfolio due to this purchase was 1.29%. The holding were 15,212 shares as of 2021-12-31.

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Beaumont Asset Management, L.L.C. initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $109.02 and $124.75, with an estimated average price of $117.32. The stock is now traded at around $125.960000. The impact to a portfolio due to this purchase was 0.25%. The holding were 3,078 shares as of 2021-12-31.

New Purchase: Danaher Corp (DHR)

Beaumont Asset Management, L.L.C. initiated holding in Danaher Corp. The purchase prices were between $292.08 and $329.01, with an estimated average price of $311.04. The stock is now traded at around $276.860000. The impact to a portfolio due to this purchase was 0.14%. The holding were 650 shares as of 2021-12-31.

New Purchase: Entergy Corp (ETR)

Beaumont Asset Management, L.L.C. initiated holding in Entergy Corp. The purchase prices were between $100.34 and $112.65, with an estimated average price of $105.22. The stock is now traded at around $108.190000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,800 shares as of 2021-12-31.

Added: The Energy Select Sector SPDR Fund (XLE)

Beaumont Asset Management, L.L.C. added to a holding in The Energy Select Sector SPDR Fund by 94.19%. The purchase prices were between $53.01 and $58.38, with an estimated average price of $55.93. The stock is now traded at around $62.870000. The impact to a portfolio due to this purchase was 0.18%. The holding were 9,888 shares as of 2021-12-31.

Added: Kinder Morgan Inc (KMI)

Beaumont Asset Management, L.L.C. added to a holding in Kinder Morgan Inc by 22.97%. The purchase prices were between $15.24 and $18.65, with an estimated average price of $16.62. The stock is now traded at around $17.320000. The impact to a portfolio due to this purchase was 0.07%. The holding were 33,241 shares as of 2021-12-31.

Sold Out: DraftKings Inc (DKNG)

Beaumont Asset Management, L.L.C. sold out a holding in DraftKings Inc. The sale prices were between $26.59 and $49.82, with an estimated average price of $38.79.

Sold Out: Exxon Mobil Corp (XOM)

Beaumont Asset Management, L.L.C. sold out a holding in Exxon Mobil Corp. The sale prices were between $59.16 and $66.36, with an estimated average price of $62.52.



Here is the complete portfolio of Beaumont Asset Management, L.L.C.. Also check out:

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2. Beaumont Asset Management, L.L.C.'s Top Growth Companies, and
3. Beaumont Asset Management, L.L.C.'s High Yield stocks
4. Stocks that Beaumont Asset Management, L.L.C. keeps buying
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