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Quest Investment Management Llc Buys Boeing Co, JPMorgan Chase, Chubb, Sells The Trade Desk Inc, Honeywell International Inc, DocuSign Inc

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Feb 17, 2022
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Investment company Quest Investment Management Llc (Current Portfolio) buys Boeing Co, JPMorgan Chase, Chubb, PayPal Holdings Inc, The Walt Disney Co, sells The Trade Desk Inc, Honeywell International Inc, DocuSign Inc, Shopify Inc, Jack Henry & Associates Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Quest Investment Management Llc. As of 2021Q4, Quest Investment Management Llc owns 94 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of QUEST INVESTMENT MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/quest+investment+management+llc/current-portfolio/portfolio

These are the top 5 holdings of QUEST INVESTMENT MANAGEMENT LLC
  1. Apple Inc (AAPL) - 502,699 shares, 8.17% of the total portfolio. Shares reduced by 5.76%
  2. Microsoft Corp (MSFT) - 236,495 shares, 7.28% of the total portfolio. Shares reduced by 4.66%
  3. Amazon.com Inc (AMZN) - 15,372 shares, 4.69% of the total portfolio. Shares reduced by 1.86%
  4. Alphabet Inc (GOOG) - 12,541 shares, 3.32% of the total portfolio. Shares reduced by 2.4%
  5. Meta Platforms Inc (FB) - 90,735 shares, 2.79% of the total portfolio. Shares reduced by 1.26%
New Purchase: Boeing Co (BA)

Quest Investment Management Llc initiated holding in Boeing Co. The purchase prices were between $188.19 and $233.09, with an estimated average price of $210.93. The stock is now traded at around $213.580000. The impact to a portfolio due to this purchase was 1.42%. The holding were 76,895 shares as of 2021-12-31.

New Purchase: JPMorgan Chase & Co (JPM)

Quest Investment Management Llc initiated holding in JPMorgan Chase & Co. The purchase prices were between $153.94 and $171.78, with an estimated average price of $164.11. The stock is now traded at around $151.430000. The impact to a portfolio due to this purchase was 1.36%. The holding were 93,733 shares as of 2021-12-31.

New Purchase: Chubb Ltd (CB)

Quest Investment Management Llc initiated holding in Chubb Ltd. The purchase prices were between $173.61 and $196.09, with an estimated average price of $188.12. The stock is now traded at around $203.630000. The impact to a portfolio due to this purchase was 1.35%. The holding were 76,486 shares as of 2021-12-31.

New Purchase: Shell PLC (SHEL)

Quest Investment Management Llc initiated holding in Shell PLC. The purchase prices were between $41.59 and $49.97, with an estimated average price of $45.11. The stock is now traded at around $53.630000. The impact to a portfolio due to this purchase was 0.08%. The holding were 20,000 shares as of 2021-12-31.

Added: PayPal Holdings Inc (PYPL)

Quest Investment Management Llc added to a holding in PayPal Holdings Inc by 40.99%. The purchase prices were between $179.32 and $271.7, with an estimated average price of $214.83. The stock is now traded at around $105.180000. The impact to a portfolio due to this purchase was 0.41%. The holding were 81,521 shares as of 2021-12-31.

Added: The Walt Disney Co (DIS)

Quest Investment Management Llc added to a holding in The Walt Disney Co by 26.34%. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $152.910000. The impact to a portfolio due to this purchase was 0.09%. The holding were 29,872 shares as of 2021-12-31.

Added: iShares MSCI Emerging Markets ex China ETF (EMXC)

Quest Investment Management Llc added to a holding in iShares MSCI Emerging Markets ex China ETF by 20.19%. The purchase prices were between $57.75 and $61.4, with an estimated average price of $60.18. The stock is now traded at around $61.100000. The impact to a portfolio due to this purchase was 0.01%. The holding were 9,392 shares as of 2021-12-31.

Sold Out: Jack Henry & Associates Inc (JKHY)

Quest Investment Management Llc sold out a holding in Jack Henry & Associates Inc. The sale prices were between $147.96 and $174.24, with an estimated average price of $161.7.

Sold Out: Block Inc (SQ)

Quest Investment Management 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: Chegg Inc (CHGG)

Quest Investment Management Llc sold out a holding in Chegg Inc. The sale prices were between $24.99 and $69.96, with an estimated average price of $39.74.

Sold Out: (RDS.A)

Quest Investment Management Llc sold out a holding in . The sale prices were between $41.59 and $49.97, with an estimated average price of $45.11.

Sold Out: Kyndryl Holdings Inc (KD)

Quest Investment Management Llc sold out a holding in Kyndryl Holdings Inc. The sale prices were between $15.75 and $40.75, with an estimated average price of $21.45.



Here is the complete portfolio of QUEST INVESTMENT MANAGEMENT LLC. Also check out:

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