- New Purchases: ALGN, EXAS, HD, MA,
- Added Positions: FB, EL, EQIX, NKE, CME, ADBE,
- Reduced Positions: AGN, CTSH, AMT, PYPL, MMM, SPY, JNJ, GILD, AAPL, ABT, MIE, VZ, SBUX, PFE, PEP, CELG, JPM, XOM,
- Sold Out: IWF, XLV, MAR, VOO, VUG, SCHX, ITOT, UTX, PPG, CMA, CINF,
For the details of EDGEWOOD MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/edgewood+management+llc/current-portfolio/portfolio
These are the top 5 holdings of EDGEWOOD MANAGEMENT LLC- Visa Inc (V) - 14,235,110 shares, 7.78% of the total portfolio. Shares added by 0.51%
- PayPal Holdings Inc (PYPL) - 16,740,749 shares, 6.08% of the total portfolio. Shares reduced by 7.47%
- American Tower Corp (AMT) - 8,518,211 shares, 5.87% of the total portfolio. Shares reduced by 13.24%
- Alphabet Inc (GOOGL) - 1,422,925 shares, 5.86% of the total portfolio. Shares added by 0.73%
- Equinix Inc (EQIX) - 3,601,204 shares, 5.71% of the total portfolio. Shares added by 22.56%
Edgewood Management Llc initiated holding in Align Technology Inc. The purchase prices were between $184.78 and $284.33, with an estimated average price of $238.17. The stock is now traded at around $313.35. The impact to a portfolio due to this purchase was 2%. The holding were 2,014,235 shares as of .
New Purchase: Mastercard Inc (MA)Edgewood Management Llc initiated holding in Mastercard Inc. The purchase prices were between $181.18 and $235.87, with an estimated average price of $214.63. The stock is now traded at around $242.30. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 867 shares as of .
New Purchase: Exact Sciences Corp (EXAS)Edgewood Management Llc initiated holding in Exact Sciences Corp. The purchase prices were between $61.98 and $96.5, with an estimated average price of $84.73. The stock is now traded at around $87.45. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 5,000 shares as of .
New Purchase: The Home Depot Inc (HD)Edgewood Management Llc initiated holding in The Home Depot Inc. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $189.93. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,097 shares as of .
Added: Facebook Inc (FB)Edgewood Management Llc added to a holding in Facebook Inc by 75.37%. 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 $183.65. The impact to a portfolio due to this purchase was 1.95%. The holding were 7,760,151 shares as of .
Added: The Estee Lauder Companies Inc (EL)Edgewood Management Llc added to a holding in The Estee Lauder Companies Inc by 79.61%. The purchase prices were between $124.91 and $165.55, with an estimated average price of $146.43. The stock is now traded at around $161.99. The impact to a portfolio due to this purchase was 1.75%. The holding were 6,825,089 shares as of .
Added: Equinix Inc (EQIX)Edgewood Management Llc added to a holding in Equinix Inc by 22.56%. The purchase prices were between $345.94 and $458.29, with an estimated average price of $406.03. The stock is now traded at around $473.71. The impact to a portfolio due to this purchase was 1.05%. The holding were 3,601,204 shares as of .
Sold Out: iShares Russell 1000 Growth (IWF)Edgewood Management Llc sold out a holding in iShares Russell 1000 Growth. The sale prices were between $126.39 and $152.69, with an estimated average price of $143.37.
Sold Out: Marriott International Inc (MAR)Edgewood Management Llc sold out a holding in Marriott International Inc. The sale prices were between $101.74 and $128.84, with an estimated average price of $117.45.
Sold Out: Vanguard S&P 500 (VOO)Edgewood Management Llc sold out a holding in Vanguard S&P 500. The sale prices were between $224.5 and $261.43, with an estimated average price of $249.48.
Sold Out: SPDR Select Sector Fund - Health Care (XLV)Edgewood Management Llc sold out a holding in SPDR Select Sector Fund - Health Care. The sale prices were between $83.47 and $92.95, with an estimated average price of $90.15.
Sold Out: United Technologies Corp (UTX)Edgewood Management Llc sold out a holding in United Technologies Corp. The sale prices were between $103.48 and $128.89, with an estimated average price of $120.52.
Sold Out: iShares Core S&P Total U.S. Stock Market (ITOT)Edgewood Management Llc sold out a holding in iShares Core S&P Total U.S. Stock Market. The sale prices were between $55.25 and $64.92, with an estimated average price of $61.82.
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