JPMorgan Chase – Feb 09, 2021 – Mendel Money Management Buys JPMorgan Chase, Broadcom Inc, Alphabet Inc, Sells Macquarie Infrastructure Corp, Fortive Corp, Vontier Corp

Northbrook, IL, based Investment company Mendel Money Management (Current Portfolio) buys JPMorgan Chase, Broadcom Inc, Alphabet Inc, BTC iShares Core U.S. REIT ETF, Raytheon Technologies Corp, sells Macquarie Infrastructure Corp, Fortive Corp, Vontier Corp during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Mendel Money Management. As of 2020Q4, Mendel Money Management owns 59 stocks with a total value of $135 million. These are the details of the buys and sells.

• New Purchases: AVGO, GOOGL, USRT, D,
• Added Positions: JPM, DLR, RTX, CCI, VNLA, PEP, LHX, QUAL, ACN, V, VZ, APD, LKQ, ABBV, PANW, MTUM, PFE, JNJ, IJR, MRVL, ANET, DGRO, SPY,
• Reduced Positions: TMO, DHR, ANSS, FTV, (MSFT), FDX, NXPI, CSV, USMV, BRK.B, MDY, FPE,
• Sold Out: MIC, VNT,

For the details of Mendel Money Management’s stock buys and sells,
go to https://www.gurufocus.com/guru/mendel+money+management/current-portfolio/portfolio

These are the top 5 holdings of Mendel Money Management

1. Microsoft Corp ((MSFT)) – 33,862 shares, 5.56% of the total portfolio. Shares reduced by 1.71%
2. Thermo Fisher Scientific Inc (TMO) – 15,871 shares, 5.46% of the total portfolio. Shares reduced by 7.82%
3. Ansys Inc (ANSS) – 20,125 shares, 5.41% of the total portfolio. Shares reduced by 2.16%
4. Danaher Corp (DHR) – 31,556 shares, 5.18% of the total portfolio. Shares reduced by 4.8%
5. Linde PLC (LIN) – 22,154 shares, 4.31% of the total portfolio. Shares added by 0.39%

New Purchase: Broadcom Inc (AVGO)

Mendel Money Management initiated holding in Broadcom Inc. The purchase prices were between $347.21 and $437.85, with an estimated average price of $390.18. The stock is now traded at around $474.630000. The impact to a portfolio due to this purchase was 0.21%. The holding were 640 shares as of 2020-12-31.

New Purchase: Alphabet Inc (GOOGL)

Mendel Money Management initiated holding in Alphabet Inc. The purchase prices were between $1451.02 and $1824.97, with an estimated average price of $1685.58. The stock is now traded at around $2075.390000. The impact to a portfolio due to this purchase was 0.18%. The holding were 135 shares as of 2020-12-31.

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

Mendel Money Management initiated holding in BTC iShares Core U.S. REIT ETF. The purchase prices were between $42.35 and $49.02, with an estimated average price of $46.7. The stock is now traded at around $50.620000. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,439 shares as of 2020-12-31.

New Purchase: Dominion Energy Inc (D)

Mendel Money Management initiated holding in Dominion Energy Inc. The purchase prices were between $73.5 and $86.07, with an estimated average price of $79.46. The stock is now traded at around $73.110000. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,740 shares as of 2020-12-31.

Added: JPMorgan Chase & Co (JPM)

Mendel Money Management added to a holding in JPMorgan Chase & Co by 36.04%. The purchase prices were between $96.54 and $127.07, with an estimated average price of $112.01. The stock is now traded at around $139.580000. The impact to a portfolio due to this purchase was 0.22%. The holding were 8,870 shares as of 2020-12-31.

Added: Raytheon Technologies Corp (RTX)

Mendel Money Management added to a holding in Raytheon Technologies Corp by 61.83%. The purchase prices were between $52.34 and $74.48, with an estimated average price of $65.86. The stock is now traded at around $73.040000. The impact to a portfolio due to this purchase was 0.16%. The holding were 7,682 shares as of 2020-12-31.

Added: Janus Henderson Short Duration Income ETF (VNLA)

Mendel Money Management added to a holding in Janus Henderson Short Duration Income ETF by 32.16%. The purchase prices were between $50.37 and $50.5, with an estimated average price of $50.44. The stock is now traded at around $50.410000. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,286 shares as of 2020-12-31.

Sold Out: Macquarie Infrastructure Corp (MIC)

Mendel Money Management sold out a holding in Macquarie Infrastructure Corp. The sale prices were between $25.21 and $37.74, with an estimated average price of $30.79.

Sold Out: Vontier Corp (VNT)

Mendel Money Management sold out a holding in Vontier Corp. The sale prices were between $26.76 and $35, with an estimated average price of $31.14.

Here is the complete portfolio of Mendel Money Management. Also check out:

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3. Mendel Money Management’s High Yield stocks
4. Stocks that Mendel Money Management keeps buying