Saddle Road Partners, LLC Buys Waste Management Inc, UnitedHealth Group Inc, Lowe's Companies ...

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- By insider

Investment company Saddle Road Partners, LLC buys Waste Management Inc, UnitedHealth Group Inc, Lowe's Companies Inc, AmerisourceBergen Corp, Unilever PLC, sells United Technologies Corp, US Bancorp, Varian Medical Systems Inc, Walt Disney Co, Rockwell Automation Inc during the 3-months ended 2016-12-31, according to the most recent filings of the investment company, Saddle Road Partners, LLC. As of 2016-12-31, Saddle Road Partners, LLC owns 110 stocks with a total value of $193 million. These are the details of the buys and sells.

  • New Purchases: LOWCVSAXPCOST

  • Added Positions: WM, UNH, ABC, UL, AAPL, V, MSFT, BK, AAP, FOXA,

  • Reduced Positions: UTX, USB, DIS, ROK, VZ, DOX, VTR, AIG, BRK.B, T,

  • Sold Out: VAR, BRK.A, MTN, CTSH, BRCD, FICO, CAB, GRMN, MRK, SCHW,


For the details of Saddle Road Partners, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Saddle+Road+Partners%2C+LLC

These are the top 5 holdings of Saddle Road Partners, LLC

  1. Apple Inc (AAPL) - 75,829 shares, 4.54% of the total portfolio. Shares added by 21.69%

  2. Emerson Electric Co (EMR) - 137,477 shares, 3.97% of the total portfolio. Shares added by 14.61%

  3. Wells Fargo & Co (WFC) - 134,785 shares, 3.84% of the total portfolio. Shares added by 7.83%

  4. Microsoft Corp (MSFT) - 116,359 shares, 3.74% of the total portfolio. Shares added by 20.65%

  5. Waste Management Inc (WM) - 67,877 shares, 3.66% of the total portfolio. Shares added by 522.27%

New Purchase: Lowe's Companies Inc (LOW)

Saddle Road Partners, LLC initiated holdings in Lowe's Companies Inc. The purchase prices were between $65.63 and $76.4, with an estimated average price of $70.75. The stock is now traded at around $70.95. The impact to the portfolio due to this purchase was 2.82%. The holdings were 76,556 shares as of 2016-12-31.

New Purchase: CVS Health Corp (CVS)

Saddle Road Partners, LLC initiated holdings in CVS Health Corp. The purchase prices were between $73.53 and $88.8, with an estimated average price of $80.91. The stock is now traded at around $82.20. The impact to the portfolio due to this purchase was 0.5%. The holdings were 12,176 shares as of 2016-12-31.

New Purchase: American Express Co (AXP)

Saddle Road Partners, LLC initiated holdings in American Express Co. The purchase prices were between $59.9 and $75.32, with an estimated average price of $69.23. The stock is now traded at around $75.47. The impact to the portfolio due to this purchase was 0.26%. The holdings were 6,679 shares as of 2016-12-31.

New Purchase: Costco Wholesale Corp (COST)

Saddle Road Partners, LLC initiated holdings in Costco Wholesale Corp. The purchase prices were between $142.24 and $163.86, with an estimated average price of $152.65. The stock is now traded at around $162.83. The impact to the portfolio due to this purchase was 0.1%. The holdings were 1,153 shares as of 2016-12-31.

Added: Waste Management Inc (WM)

Saddle Road Partners, LLC added to the holdings in Waste Management Inc by 522.27%. The purchase prices were between $61.7 and $71.14, with an estimated average price of $66.88. The stock is now traded at around $70.19. The impact to the portfolio due to this purchase was 3.07%. The holdings were 67,877 shares as of 2016-12-31.

Added: UnitedHealth Group Inc (UNH)

Saddle Road Partners, LLC added to the holdings in UnitedHealth Group Inc by 446.77%. The purchase prices were between $133.92 and $163.94, with an estimated average price of $149.38. The stock is now traded at around $162.41. The impact to the portfolio due to this purchase was 2.91%. The holdings were 62,731 shares as of 2016-12-31.

Added: AmerisourceBergen Corp (ABC)

Saddle Road Partners, LLC added to the holdings in AmerisourceBergen Corp by 858.64%. The purchase prices were between $69.03 and $81.33, with an estimated average price of $78.02. The stock is now traded at around $84.80. The impact to the portfolio due to this purchase was 2.76%. The holdings were 76,078 shares as of 2016-12-31.

Added: Unilever PLC (UL)

Saddle Road Partners, LLC added to the holdings in Unilever PLC by 650.19%. The purchase prices were between $38.78 and $47.75, with an estimated average price of $41.43. The stock is now traded at around $40.94. The impact to the portfolio due to this purchase was 2.27%. The holdings were 98,650 shares as of 2016-12-31.

Added: Apple Inc (AAPL)

Saddle Road Partners, LLC added to the holdings in Apple Inc by 21.69%. The purchase prices were between $105.71 and $118.25, with an estimated average price of $113.4. The stock is now traded at around $117.91. The impact to the portfolio due to this purchase was 0.81%. The holdings were 75,829 shares as of 2016-12-31.

Added: Visa Inc (V)

Saddle Road Partners, LLC added to the holdings in Visa Inc by 247.49%. The purchase prices were between $75.43 and $83.36, with an estimated average price of $80.4. The stock is now traded at around $82.21. The impact to the portfolio due to this purchase was 0.78%. The holdings were 39,548 shares as of 2016-12-31.

Sold Out: Varian Medical Systems Inc (VAR)

Saddle Road Partners, LLC sold out the holdings in Varian Medical Systems Inc. The sale prices were between $87.84 and $100.29, with an estimated average price of $92.28.

Sold Out: Berkshire Hathaway Inc (BRK.A)

Saddle Road Partners, LLC sold out the holdings in Berkshire Hathaway Inc. The sale prices were between $214520 and $249711, with an estimated average price of $230816.

Sold Out: Vail Resorts Inc (MTN)

Saddle Road Partners, LLC sold out the holdings in Vail Resorts Inc. The sale prices were between $153.19 and $167.99, with an estimated average price of $158.8.

Sold Out: Cognizant Technology Solutions Corp (CTSH)

Saddle Road Partners, LLC sold out the holdings in Cognizant Technology Solutions Corp. The sale prices were between $49.71 and $57.1, with an estimated average price of $53.52.

Sold Out: Brocade Communications Systems Inc (BRCD)

Saddle Road Partners, LLC sold out the holdings in Brocade Communications Systems Inc. The sale prices were between $8.67 and $12.51, with an estimated average price of $11.25.

Sold Out: Fair Isaac Corp (FICO)

Saddle Road Partners, LLC sold out the holdings in Fair Isaac Corp. The sale prices were between $111.42 and $124.24, with an estimated average price of $118.81.



Here is the complete portfolio of Saddle Road Partners, LLC. Also check out:


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4. Stocks that Saddle Road Partners, LLC keeps buyingThis article first appeared on GuruFocus.