- New Purchases: IAU, CMCSA, GDX, FISV, GPN, UAA, CCI, VEEV, WDAY, PFGC, COUP, IOVA, UA, VOYA, ITUB,
- Added Positions: IWF, CSCO, MRK, AMT, EW, LMT, FIS, NOW, EL, EXR, SPY, PG, XLV, PAYC, HQY, FB, INTU, JPM, HD, MDY, VFC, EPI, AAPL, VTI, TCEHY, IWM, XLF, IJR, NVS, ULTA, WEC, TTWO, MTB, WMT,
- Reduced Positions: BABA, CRM, UTX, PANW, RTN, ITW, BRK.B, SIVB, ISRG, AVGO, TXN, BMY, BAC, COG, MMM, FRC, KO, ABT, ADBE, OKTA, DHR, V, TRV, EMR, MCD, JNJ, BSX, SWKS, DIS, DIA, PH, IR, INTC, APD, NFLX, CB, MO, BDX, PSX, UNH, LEA, CI, CW, XOM, VZ, UN, PNM, DVY,
- Sold Out: GLD, VWO, ANET, AMD, XLNX, FTNT, KEYS, FMC, SQ, ALB, PFPT, AEP,
For the details of MOODY LYNN & LIEBERSON, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/moody+lynn+%26+lieberson%2C+inc./current-portfolio/portfolioportfolio
These are the top 5 holdings of MOODY LYNN & LIEBERSON, INC.- Microsoft Corp (MSFT) - 301,468 shares, 4.49% of the total portfolio. Shares reduced by 0.57%
- Mastercard Inc (MA) - 145,632 shares, 4.28% of the total portfolio. Shares reduced by 0.56%
- ishares Gold Trust (IAU) - 210,622 shares, 3.15% of the total portfolio. New Position
- JPMorgan Chase & Co (JPM) - 238,897 shares, 2.97% of the total portfolio. Shares added by 1.63%
- Thermo Fisher Scientific Inc (TMO) - 91,094 shares, 2.97% of the total portfolio. Shares reduced by 0.32%
Moody Lynn & Lieberson, Inc. initiated holding in ishares Gold Trust. The purchase prices were between $12.17 and $13.62, with an estimated average price of $12.53. The stock is now traded at around $13.56. The impact to a portfolio due to this purchase was 3.15%. The holding were 210,622 shares as of .
New Purchase: Comcast Corp (CMCSA)Moody Lynn & Lieberson, Inc. initiated holding in Comcast Corp. The purchase prices were between $40.02 and $43.68, with an estimated average price of $42.2. The stock is now traded at around $44.32. The impact to a portfolio due to this purchase was 0.54%. The holding were 115,373 shares as of .
New Purchase: VanEck Vectors Gold Miners (GDX)Moody Lynn & Lieberson, Inc. initiated holding in VanEck Vectors Gold Miners. The purchase prices were between $20.17 and $26.17, with an estimated average price of $22.03. The stock is now traded at around $27.87. The impact to a portfolio due to this purchase was 0.52%. The holding were 181,430 shares as of .
New Purchase: Fiserv Inc (FISV)Moody Lynn & Lieberson, Inc. initiated holding in Fiserv Inc. The purchase prices were between $82.68 and $91.69, with an estimated average price of $87.57. The stock is now traded at around $95.30. The impact to a portfolio due to this purchase was 0.46%. The holding were 45,090 shares as of .
New Purchase: Global Payments Inc (GPN)Moody Lynn & Lieberson, Inc. initiated holding in Global Payments Inc. The purchase prices were between $135.69 and $161.76, with an estimated average price of $148.61. The stock is now traded at around $164.69. The impact to a portfolio due to this purchase was 0.43%. The holding were 24,015 shares as of .
New Purchase: Under Armour Inc (UAA)Moody Lynn & Lieberson, Inc. initiated holding in Under Armour Inc. The purchase prices were between $20.72 and $27.27, with an estimated average price of $23.41. The stock is now traded at around $27.19. The impact to a portfolio due to this purchase was 0.35%. The holding were 123,560 shares as of .
Added: iShares Russell 1000 Growth (IWF)Moody Lynn & Lieberson, Inc. added to a holding in iShares Russell 1000 Growth by 798.02%. The purchase prices were between $145.76 and $159.39, with an estimated average price of $154.42. The stock is now traded at around $162.78. The impact to a portfolio due to this purchase was 1.93%. The holding were 124,061 shares as of .
Added: Cisco Systems Inc (CSCO)Moody Lynn & Lieberson, Inc. added to a holding in Cisco Systems Inc by 73.68%. The purchase prices were between $51.3 and $57.41, with an estimated average price of $55.23. The stock is now traded at around $57.71. The impact to a portfolio due to this purchase was 0.72%. The holding were 277,682 shares as of .
Added: Merck & Co Inc (MRK)Moody Lynn & Lieberson, Inc. added to a holding in Merck & Co Inc by 81.64%. The purchase prices were between $73.19 and $85.51, with an estimated average price of $80.15. The stock is now traded at around $82.03. The impact to a portfolio due to this purchase was 0.53%. The holding were 128,049 shares as of .
Added: American Tower Corp (AMT)Moody Lynn & Lieberson, Inc. added to a holding in American Tower Corp by 443.70%. The purchase prices were between $189.85 and $217.52, with an estimated average price of $200.93. The stock is now traded at around $206.80. The impact to a portfolio due to this purchase was 0.51%. The holding were 27,185 shares as of .
Added: Edwards Lifesciences Corp (EW)Moody Lynn & Lieberson, Inc. added to a holding in Edwards Lifesciences Corp by 680.41%. The purchase prices were between $167.22 and $193.23, with an estimated average price of $181.16. The stock is now traded at around $195.46. The impact to a portfolio due to this purchase was 0.51%. The holding were 28,875 shares as of .
Added: Lockheed Martin Corp (LMT)Moody Lynn & Lieberson, Inc. added to a holding in Lockheed Martin Corp by 47.51%. The purchase prices were between $297.27 and $363.54, with an estimated average price of $334.28. The stock is now traded at around $357.80. The impact to a portfolio due to this purchase was 0.49%. The holding were 37,249 shares as of .
Sold Out: SPDR Gold Trust (GLD)Moody Lynn & Lieberson, Inc. sold out a holding in SPDR Gold Trust. The sale prices were between $119.94 and $134.2, with an estimated average price of $123.59.
Sold Out: Vanguard FTSE Emerging Markets (VWO)Moody Lynn & Lieberson, Inc. sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $39.79 and $44.01, with an estimated average price of $42.07.
Sold Out: Arista Networks Inc (ANET)Moody Lynn & Lieberson, Inc. sold out a holding in Arista Networks Inc. The sale prices were between $236.08 and $328.54, with an estimated average price of $277.33.
Sold Out: Advanced Micro Devices Inc (AMD)Moody Lynn & Lieberson, Inc. sold out a holding in Advanced Micro Devices Inc. The sale prices were between $26.24 and $33.23, with an estimated average price of $28.48.
Sold Out: Xilinx Inc (XLNX)Moody Lynn & Lieberson, Inc. sold out a holding in Xilinx Inc. The sale prices were between $101.03 and $139.72, with an estimated average price of $116.63.
Sold Out: Fortinet Inc (FTNT)Moody Lynn & Lieberson, Inc. sold out a holding in Fortinet Inc. The sale prices were between $69.65 and $95.22, with an estimated average price of $82.39.
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