- New Purchases: INDB, EOG, LOW,
- Added Positions: ETSY, MSFT, DIS, BRK.B, GTX, MELI, ADBE, AAPL, AMZN, GOOG, ILMN, ES, TMO, SBUX, NKE, CELG, GILD, PYPL, NEE, VRTX, OKTA, APTV, FTNT, AVGO, CRM, DXCM, MCHP, MRK, TTD, V, ROK, JPM, UNP, DEO, MA, AXP, DHR, MET, BMY, CVX, NFLX, ROP, RSG, ABBV, QCOM,
- Reduced Positions: COG, JNJ, MNST, IGIB, NVDA, ALB, GE, AMGN, FTV, STZ, BAC, WFC, DD, FB, INTC, SLB, DOW,
- Sold Out: BHBK, CBU, ANET, RTN, APPN, IWN, NFBK, BEN, USB, IEFA, WAB, GCVRZ, IEMG, ITOT,
For the details of Knuff & Co LLC's stock buys and sells, go to https://www.gurufocus.com/guru/knuff+%26+co+llc/current-portfolio/portfolioportfolio
These are the top 5 holdings of Knuff & Co LLC- Procter & Gamble Co (PG) - 160,172 shares, 12.50% of the total portfolio. Shares reduced by 0.81%
- Boeing Co (BA) - 28,480 shares, 7.38% of the total portfolio. Shares added by 0.74%
- Exxon Mobil Corp (XOM) - 101,840 shares, 5.55% of the total portfolio.
- Apple Inc (AAPL) - 38,998 shares, 5.49% of the total portfolio. Shares added by 2.36%
- Equifax Inc (EFX) - 45,800 shares, 4.41% of the total portfolio.
Knuff & Co LLC initiated holding in Independent Bank Corp. The purchase prices were between $69.35 and $87.35, with an estimated average price of $77.95. The stock is now traded at around $72.22. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,611 shares as of .
New Purchase: EOG Resources Inc (EOG)Knuff & Co LLC initiated holding in EOG Resources Inc. The purchase prices were between $81.88 and $107.07, with an estimated average price of $93.07. The stock is now traded at around $80.36. The impact to a portfolio due to this purchase was 0.02%. The holding were 300 shares as of .
New Purchase: Lowe's Companies Inc (LOW)Knuff & Co LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $91.87 and $117.18, with an estimated average price of $105.44. The stock is now traded at around $100.47. The impact to a portfolio due to this purchase was 0.02%. The holding were 285 shares as of .
Added: Etsy Inc (ETSY)Knuff & Co LLC added to a holding in Etsy Inc by 243.87%. The purchase prices were between $57.23 and $70.05, with an estimated average price of $65.24. The stock is now traded at around $58.04. The impact to a portfolio due to this purchase was 0.99%. The holding were 31,860 shares as of .
Added: Microsoft Corp (MSFT)Knuff & Co LLC added to a holding in Microsoft Corp by 20.69%. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $138.89. The impact to a portfolio due to this purchase was 0.56%. The holding were 34,005 shares as of .
Added: The Walt Disney Co (DIS)Knuff & Co LLC added to a holding in The Walt Disney Co by 20.93%. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $137.89. The impact to a portfolio due to this purchase was 0.51%. The holding were 29,369 shares as of .
Added: Berkshire Hathaway Inc (BRK.B)Knuff & Co LLC added to a holding in Berkshire Hathaway Inc by 24.36%. The purchase prices were between $197.42 and $218.6, with an estimated average price of $206.89. The stock is now traded at around $200.52. The impact to a portfolio due to this purchase was 0.49%. The holding were 16,390 shares as of .
Added: Garrett Motion Inc (GTX)Knuff & Co LLC added to a holding in Garrett Motion Inc by 162.94%. The purchase prices were between $14.52 and $19.36, with an estimated average price of $17.01. The stock is now traded at around $12.61. The impact to a portfolio due to this purchase was 0.32%. The holding were 47,330 shares as of .
Added: MercadoLibre Inc (MELI)Knuff & Co LLC added to a holding in MercadoLibre Inc by 79.43%. The purchase prices were between $482.35 and $641.39, with an estimated average price of $556.12. The stock is now traded at around $688.10. The impact to a portfolio due to this purchase was 0.18%. The holding were 942 shares as of .
Sold Out: Blue Hills Bancorp Inc (BHBK)Knuff & Co LLC sold out a holding in Blue Hills Bancorp Inc. The sale prices were between $23.9 and $23.9, with an estimated average price of $23.9.
Sold Out: Community Bank System Inc (CBU)Knuff & Co LLC sold out a holding in Community Bank System Inc. The sale prices were between $61.1 and $67.47, with an estimated average price of $64.03.
Sold Out: Arista Networks Inc (ANET)Knuff & Co LLC 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: Appian Corp (APPN)Knuff & Co LLC sold out a holding in Appian Corp. The sale prices were between $31.36 and $39.75, with an estimated average price of $34.21.
Sold Out: Raytheon Co (RTN)Knuff & Co LLC sold out a holding in Raytheon Co. The sale prices were between $173.88 and $187.58, with an estimated average price of $179.96.
Sold Out: iShares Russell 2000 Value ETF (IWN)Knuff & Co LLC sold out a holding in iShares Russell 2000 Value ETF. The sale prices were between $113.58 and $125.44, with an estimated average price of $120.28.
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