- New Purchases: EPAM, BAC, LKQ, ORLY, ILMN, NBL, RCL, PYPL, VSM, CNMD, WY, CTAS,
- Added Positions: PFF, BDX, BR, DIS, MA, BRK.B, MSFT, DHR, TJX, GOOGL, AMZN, HON, WEX, AAPL, HD, SBUX, MKC, FDX, AMT, NEE, BF.B, SHW, ITW, FISV, EL, T, FTV, V, WSO, CVX, TMO, EW, HCSG, CTSH, BKNG, NOC,
- Reduced Positions: CELG, SYK, ADP, WBA, CL, CVS, KO, ABBV, IDXX, INTU, LOW, GE, CSCO, MRK, EMR, PEP, CAT, PSX, MPC, PFE, RHHBY, SLB, STT, KDP, SRCL, UTX, CDK, BCPC, APD, EXPD, FAST, GILD, HP, MMM, ISRG, COP, BMY, COST, CMI, ORCL,
For the details of WENDELL DAVID ASSOCIATES INC's stock buys and sells, go to https://www.gurufocus.com/guru/wendell+david+associates+inc/current-portfolio/portfolio
These are the top 5 holdings of WENDELL DAVID ASSOCIATES INC- Mastercard Inc (MA) - 154,970 shares, 5.68% of the total portfolio. Shares added by 1.36%
- Automatic Data Processing Inc (ADP) - 206,558 shares, 5.14% of the total portfolio. Shares reduced by 1.6%
- Stryker Corp (SYK) - 118,618 shares, 3.65% of the total portfolio. Shares reduced by 3.09%
- TJX Companies Inc (TJX) - 429,914 shares, 3.56% of the total portfolio. Shares added by 1.88%
- Ecolab Inc (ECL) - 127,871 shares, 3.51% of the total portfolio. Shares reduced by 0.34%
Wendell David Associates Inc initiated holding in EPAM Systems Inc. The purchase prices were between $112.29 and $173.13, with an estimated average price of $149.26. The stock is now traded at around $172.08. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,000 shares as of .
New Purchase: Bank of America Corporation (BAC)Wendell David Associates Inc initiated holding in Bank of America Corporation. The purchase prices were between $24.56 and $29.82, with an estimated average price of $28.23. The stock is now traded at around $29.12. The impact to a portfolio due to this purchase was 0.11%. The holding were 24,902 shares as of .
New Purchase: LKQ Corp (LKQ)Wendell David Associates Inc initiated holding in LKQ Corp. The purchase prices were between $22.91 and $29.01, with an estimated average price of $26.86. The stock is now traded at around $30.34. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,500 shares as of .
New Purchase: O'Reilly Automotive Inc (ORLY)Wendell David Associates Inc initiated holding in O'Reilly Automotive Inc. The purchase prices were between $335.67 and $388.47, with an estimated average price of $362.8. The stock is now traded at around $406.00. The impact to a portfolio due to this purchase was 0.05%. The holding were 800 shares as of .
New Purchase: PayPal Holdings Inc (PYPL)Wendell David Associates Inc initiated holding in PayPal Holdings Inc. The purchase prices were between $82.09 and $104.15, with an estimated average price of $94.45. The stock is now traded at around $106.51. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,551 shares as of .
New Purchase: Illumina Inc (ILMN)Wendell David Associates Inc initiated holding in Illumina Inc. The purchase prices were between $272.57 and $321.18, with an estimated average price of $300. The stock is now traded at around $325.90. The impact to a portfolio due to this purchase was 0.04%. The holding were 825 shares as of .
Added: iShares Preferred and Income Securities ETF (PFF)Wendell David Associates Inc added to a holding in iShares Preferred and Income Securities ETF by 63.91%. The purchase prices were between $34.23 and $36.63, with an estimated average price of $35.9. The stock is now traded at around $36.66. The impact to a portfolio due to this purchase was 0.34%. The holding were 154,580 shares as of .
Added: Sherwin-Williams Co (SHW)Wendell David Associates Inc added to a holding in Sherwin-Williams Co by 50.42%. The purchase prices were between $380.39 and $440.32, with an estimated average price of $417.13. The stock is now traded at around $443.69. The impact to a portfolio due to this purchase was 0.02%. The holding were 895 shares as of .
Added: Thermo Fisher Scientific Inc (TMO)Wendell David Associates Inc added to a holding in Thermo Fisher Scientific Inc by 30.21%. The purchase prices were between $212.17 and $273.72, with an estimated average price of $248.4. The stock is now traded at around $279.29. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,349 shares as of .
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