Marvin & Palmer Associates Inc Buys The Home Depot Inc, Apple Inc, Tractor Supply Co, Sells Eaton Corp PLC, HCA Healthcare Inc, Trimble Inc

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Feb 10, 2022
Wilmington, DE, based Investment company Marvin & Palmer Associates Inc (Current Portfolio) buys The Home Depot Inc, Apple Inc, Tractor Supply Co, Palo Alto Networks Inc, iShares Core U.S. REIT ETF, sells Eaton Corp PLC, HCA Healthcare Inc, Trimble Inc, Expeditors International of Washington Inc, T. Rowe Price Group Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Marvin & Palmer Associates Inc. As of 2021Q4, Marvin & Palmer Associates Inc owns 25 stocks with a total value of $234 million. These are the details of the buys and sells.

For the details of MARVIN & PALMER ASSOCIATES INC's stock buys and sells, go to https://www.gurufocus.com/guru/marvin+%26+palmer+associates+inc/current-portfolio/portfolio

These are the top 5 holdings of MARVIN & PALMER ASSOCIATES INC
  1. Applied Materials Inc (AMAT) - 86,820 shares, 5.84% of the total portfolio. Shares reduced by 12.68%
  2. Lam Research Corp (LRCX) - 17,557 shares, 5.40% of the total portfolio. Shares reduced by 12.39%
  3. Fortinet Inc (FTNT) - 34,462 shares, 5.30% of the total portfolio. Shares reduced by 30.64%
  4. Ameriprise Financial Inc (AMP) - 40,928 shares, 5.28% of the total portfolio. Shares reduced by 12.43%
  5. Blackstone Inc (BX) - 93,703 shares, 5.19% of the total portfolio. Shares reduced by 9.91%
New Purchase: The Home Depot Inc (HD)

Marvin & Palmer Associates Inc initiated holding in The Home Depot Inc. The purchase prices were between $326.47 and $416.18, with an estimated average price of $382.21. The stock is now traded at around $354.908700. The impact to a portfolio due to this purchase was 4.06%. The holding were 22,850 shares as of 2021-12-31.

New Purchase: Apple Inc (AAPL)

Marvin & Palmer Associates Inc initiated holding in Apple Inc. The purchase prices were between $139.14 and $180.33, with an estimated average price of $158.61. The stock is now traded at around $173.150000. The impact to a portfolio due to this purchase was 3.62%. The holding were 47,630 shares as of 2021-12-31.

New Purchase: Tractor Supply Co (TSCO)

Marvin & Palmer Associates Inc initiated holding in Tractor Supply Co. The purchase prices were between $193.29 and $238.6, with an estimated average price of $219.31. The stock is now traded at around $221.500000. The impact to a portfolio due to this purchase was 3.56%. The holding were 34,914 shares as of 2021-12-31.

New Purchase: Palo Alto Networks Inc (PANW)

Marvin & Palmer Associates Inc initiated holding in Palo Alto Networks Inc. The purchase prices were between $469.54 and $568.34, with an estimated average price of $520.64. The stock is now traded at around $526.140000. The impact to a portfolio due to this purchase was 3.56%. The holding were 14,954 shares as of 2021-12-31.

New Purchase: iShares Core U.S. REIT ETF (USRT)

Marvin & Palmer Associates Inc initiated holding in iShares Core U.S. REIT ETF. The purchase prices were between $58.59 and $67.59, with an estimated average price of $63.23. The stock is now traded at around $61.636600. The impact to a portfolio due to this purchase was 3.5%. The holding were 120,980 shares as of 2021-12-31.

New Purchase: Cheniere Energy Inc (LNG)

Marvin & Palmer Associates Inc initiated holding in Cheniere Energy Inc. The purchase prices were between $98.8 and $111.51, with an estimated average price of $104.47. The stock is now traded at around $115.910000. The impact to a portfolio due to this purchase was 3.08%. The holding were 71,005 shares as of 2021-12-31.

Added: Fabrinet (FN)

Marvin & Palmer Associates Inc added to a holding in Fabrinet by 83.19%. The purchase prices were between $94.62 and $122.03, with an estimated average price of $111.05. The stock is now traded at around $101.860000. The impact to a portfolio due to this purchase was 0.5%. The holding were 21,800 shares as of 2021-12-31.

Sold Out: Eaton Corp PLC (ETN)

Marvin & Palmer Associates Inc sold out a holding in Eaton Corp PLC. The sale prices were between $148.36 and $174.66, with an estimated average price of $166.07.

Sold Out: HCA Healthcare Inc (HCA)

Marvin & Palmer Associates Inc sold out a holding in HCA Healthcare Inc. The sale prices were between $225.59 and $260, with an estimated average price of $244.69.

Sold Out: Trimble Inc (TRMB)

Marvin & Palmer Associates Inc sold out a holding in Trimble Inc. The sale prices were between $80.38 and $89.28, with an estimated average price of $85.91.

Sold Out: Expeditors International of Washington Inc (EXPD)

Marvin & Palmer Associates Inc sold out a holding in Expeditors International of Washington Inc. The sale prices were between $114.29 and $135.62, with an estimated average price of $125.46.

Sold Out: T. Rowe Price Group Inc (TROW)

Marvin & Palmer Associates Inc sold out a holding in T. Rowe Price Group Inc. The sale prices were between $188.5 and $221.29, with an estimated average price of $203.15.

Sold Out: ProShares Short S&P500 (SH)

Marvin & Palmer Associates Inc sold out a holding in ProShares Short S&P500. The sale prices were between $13.55 and $15.24, with an estimated average price of $14.18.



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