- New Purchases: MSFT, MU, BABA, VZ, SHOP, NKE, CERN, XOM, AMD, TMUS, BIDU, INTC, DE, NVAX, MCD, LOW, AVGO, HUBS, SE, MRK, JD, CONE, GE, DXCM, AMGN, UBER, NTES, SPGI, AAL, BK, TEAM, DVN, KO, CP, CCL, CNC, VMW, PH, BILI, MCHP, DHR, APA, ROKU, INTU, EA, BLK, NCLH, GNRC, CMI, GOLD, DELL, MCO, AON, URI, SYF, RIOT, EOG, PBR, CDNS, YNDX, ADP, XYL, BURL, FIS, NEE, RH, TROW, KHC, FRC, VOYA, RMD, OXY, JPM, NVS, SGEN, PCG, NLY, DNA, ZNGA, RIG,
- Added Positions: TSLA, COST, ORCL, NIO, BBWI, C, BDX, GILD, PDD, SCHW, SOFI, SOFI, LULU, BNTX,
- Reduced Positions: MS, ACN, CRM, LLY, AXP, BKNG, ETN, LCID, PG, TXN, KLAC, BAC, NFLX, F, QCOM, PYPL, BX, AA, T, TWTR, DLTR, SIRI, PAYX, DASH, CTAS, ODFL,
- Sold Out: PLTR, SQ, ADBE, GS, NVDA, CSCO, UNP, MRNA, ADI, UNH, HCA, FISV, V, CROX, FCX, LIN, WDAY, COF, DKS, SNOW, DIS, LEN, TSM, COIN, BA, ABT, AMT, REGN, JCI, TJX, LSPD, DRI, TT, BBY, CCI, SPCE, CMG, AIG, PTON, BRK.B, DFS, DOW, DKNG, W, DHI, TDOC, CARR, CAT, HON, APH, MDB, TRMB, PFE, MDT, EL, TMO, HOOD, DPZ, ETSY, KMI, TEL, EQIX, EPAM, FTV, QS, BMY, TER, MDLZ, GLW, UPS, U, ILMN, BILL, STT, YETI, SONO, JNJ, WBA, ECL, EDIT, MRO, PPL, DOCU, TPR, FUTU, NOK, BB, BTBT, FCEL,
For the details of Enlightenment Research, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/enlightenment+research%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Enlightenment Research, LLC- Microsoft Corp (MSFT) - 13,200 shares, 6.34% of the total portfolio. New Position
- Costco Wholesale Corp (COST) - 5,000 shares, 4.05% of the total portfolio. Shares added by 138.10%
- Tesla Inc (TSLA) - 2,550 shares, 3.85% of the total portfolio. Shares added by 168.42%
- Micron Technology Inc (MU) - 24,058 shares, 3.20% of the total portfolio. New Position
- Netflix Inc (NFLX) - 3,600 shares, 3.10% of the total portfolio. Shares reduced by 7.69%
Enlightenment Research, LLC initiated holding in Microsoft Corp. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $299.530000. The impact to a portfolio due to this purchase was 6.34%. The holding were 13,200 shares as of 2021-12-31.
New Purchase: Micron Technology Inc (MU)Enlightenment Research, LLC initiated holding in Micron Technology Inc. The purchase prices were between $66.38 and $96.17, with an estimated average price of $78.57. The stock is now traded at around $95.220000. The impact to a portfolio due to this purchase was 3.2%. The holding were 24,058 shares as of 2021-12-31.
New Purchase: Alibaba Group Holding Ltd (BABA)Enlightenment Research, LLC initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $111.96 and $177.7, with an estimated average price of $145.1. The stock is now traded at around $126.505000. The impact to a portfolio due to this purchase was 2.42%. The holding were 14,262 shares as of 2021-12-31.
New Purchase: Verizon Communications Inc (VZ)Enlightenment Research, LLC initiated holding in Verizon Communications Inc. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $53.385000. The impact to a portfolio due to this purchase was 2.39%. The holding were 32,200 shares as of 2021-12-31.
New Purchase: Shopify Inc (SHOP)Enlightenment Research, LLC initiated holding in Shopify Inc. The purchase prices were between $1282.17 and $1690.6, with an estimated average price of $1465.14. The stock is now traded at around $876.000000. The impact to a portfolio due to this purchase was 2.16%. The holding were 1,100 shares as of 2021-12-31.
New Purchase: Nike Inc (NKE)Enlightenment Research, LLC initiated holding in Nike Inc. The purchase prices were between $147.14 and $177.51, with an estimated average price of $165.33. The stock is now traded at around $145.530000. The impact to a portfolio due to this purchase was 1.95%. The holding were 8,200 shares as of 2021-12-31.
Added: Tesla Inc (TSLA)Enlightenment Research, LLC added to a holding in Tesla Inc by 168.42%. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $915.915000. The impact to a portfolio due to this purchase was 2.42%. The holding were 2,550 shares as of 2021-12-31.
Added: Costco Wholesale Corp (COST)Enlightenment Research, LLC added to a holding in Costco Wholesale Corp by 138.10%. The purchase prices were between $440.14 and $567.77, with an estimated average price of $514.33. The stock is now traded at around $511.855000. The impact to a portfolio due to this purchase was 2.35%. The holding were 5,000 shares as of 2021-12-31.
Added: Oracle Corp (ORCL)Enlightenment Research, LLC added to a holding in Oracle Corp by 666.67%. The purchase prices were between $87.21 and $103.65, with an estimated average price of $93.89. The stock is now traded at around $79.750000. The impact to a portfolio due to this purchase was 2.24%. The holding were 20,700 shares as of 2021-12-31.
Added: NIO Inc (NIO)Enlightenment Research, LLC added to a holding in NIO Inc by 368.00%. The purchase prices were between $28.16 and $43.2, with an estimated average price of $36.74. The stock is now traded at around $25.580000. The impact to a portfolio due to this purchase was 1.67%. The holding were 46,800 shares as of 2021-12-31.
Added: Bath & Body Works Inc (BBWI)Enlightenment Research, LLC added to a holding in Bath & Body Works Inc by 334.07%. The purchase prices were between $62.38 and $78.37, with an estimated average price of $71.13. The stock is now traded at around $55.510000. The impact to a portfolio due to this purchase was 0.82%. The holding were 39,500 shares as of 2021-12-31.
Added: Becton, Dickinson and Co (BDX)Enlightenment Research, LLC added to a holding in Becton, Dickinson and Co by 142.86%. The purchase prices were between $235.83 and $257.21, with an estimated average price of $245.62. The stock is now traded at around $271.395000. The impact to a portfolio due to this purchase was 0.3%. The holding were 5,100 shares as of 2021-12-31.
Sold Out: Palantir Technologies Inc (PLTR)Enlightenment Research, LLC sold out a holding in Palantir Technologies Inc. The sale prices were between $17.96 and $26.75, with an estimated average price of $21.99.
Sold Out: Block Inc (SQ)Enlightenment Research, LLC sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.
Sold Out: Adobe Inc (ADBE)Enlightenment Research, LLC sold out a holding in Adobe Inc. The sale prices were between $549.77 and $688.37, with an estimated average price of $625.62.
Sold Out: Goldman Sachs Group Inc (GS)Enlightenment Research, LLC sold out a holding in Goldman Sachs Group Inc. The sale prices were between $371.61 and $423.85, with an estimated average price of $396.02.
Sold Out: NVIDIA Corp (NVDA)Enlightenment Research, LLC sold out a holding in NVIDIA Corp. The sale prices were between $197.32 and $333.76, with an estimated average price of $277.31.
Sold Out: Cisco Systems Inc (CSCO)Enlightenment Research, LLC sold out a holding in Cisco Systems Inc. The sale prices were between $53.25 and $63.96, with an estimated average price of $57.22.
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