- New Purchases: PCTY, NFLX, PG, RDS.A,
- Added Positions: FB, SIRI, VRTX, SCHF, SCHM, AMLP, VWO, SCHA, VBK, SCHD,
- Reduced Positions: ICE, BA, ROP, DHR, TTD, AAPL, MSFT, PYPL, CRM, UNP, AMT, SHW, HBAN, CSCO, JNJ,
- Sold Out: BIIB, SCHW, TROW,
For the details of Broadleaf Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/broadleaf+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Broadleaf Partners, LLC- Microsoft Corp (MSFT) - 78,327 shares, 6.46% of the total portfolio. Shares reduced by 1.06%
- Alphabet Inc (GOOG) - 6,855 shares, 5.62% of the total portfolio. Shares reduced by 0.94%
- Apple Inc (AAPL) - 41,286 shares, 5.48% of the total portfolio. Shares reduced by 1.43%
- Amazon.com Inc (AMZN) - 4,197 shares, 5.22% of the total portfolio. Shares reduced by 0.87%
- Facebook Inc (FB) - 36,729 shares, 4.28% of the total portfolio. Shares added by 29.37%
Broadleaf Partners, LLC initiated holding in Paylocity Holding Corp. The purchase prices were between $57.31 and $90.54, with an estimated average price of $77.35. The stock is now traded at around $86.32. The impact to a portfolio due to this purchase was 1.89%. The holding were 30,252 shares as of .
New Purchase: Netflix Inc (NFLX)Broadleaf Partners, LLC initiated holding in Netflix Inc. The purchase prices were between $267.66 and $377.87, with an estimated average price of $345.48. The stock is now traded at around $363.92. The impact to a portfolio due to this purchase was 1.79%. The holding were 7,187 shares as of .
New Purchase: Procter & Gamble Co (PG)Broadleaf Partners, LLC initiated holding in Procter & Gamble Co. The purchase prices were between $90.44 and $104.05, with an estimated average price of $97.18. The stock is now traded at around $104.66. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,999 shares as of .
New Purchase: Royal Dutch Shell PLC (RDS.A)Broadleaf Partners, LLC initiated holding in Royal Dutch Shell PLC. The purchase prices were between $58.27 and $64.48, with an estimated average price of $61.77. The stock is now traded at around $65.00. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,200 shares as of .
Added: Facebook Inc (FB)Broadleaf Partners, LLC added to a holding in Facebook Inc by 29.37%. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $177.82. The impact to a portfolio due to this purchase was 0.97%. The holding were 36,729 shares as of .
Sold Out: Biogen Inc (BIIB)Broadleaf Partners, LLC sold out a holding in Biogen Inc. The sale prices were between $216.71 and $338.96, with an estimated average price of $315.3.
Sold Out: Charles Schwab Corp (SCHW)Broadleaf Partners, LLC sold out a holding in Charles Schwab Corp. The sale prices were between $40.72 and $47.98, with an estimated average price of $45.15.
Sold Out: T. Rowe Price Group Inc (TROW)Broadleaf Partners, LLC sold out a holding in T. Rowe Price Group Inc. The sale prices were between $88.81 and $102.85, with an estimated average price of $96.38.
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