AmericaFirst Defensive Growth Fund Buys HCA Healthcare Inc, Bio-Rad Laboratories Inc, Pfizer ...

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Investment company AmericaFirst Defensive Growth Fund (Current Portfolio) buys HCA Healthcare Inc, Bio-Rad Laboratories Inc, Pfizer Inc, PerkinElmer Inc, Teledyne Technologies Inc, sells Edgewell Personal Care Co, Universal Corp, Henry Schein Inc, Bio-Techne Corp, Primo Water Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, AmericaFirst Defensive Growth Fund. As of 2021Q3, AmericaFirst Defensive Growth Fund owns 25 stocks with a total value of $2 million. These are the details of the buys and sells.

  • New Purchases: HCA, BIO.B, PFE, PKI, TDY, HOLX, MOH, ALGN, COO, WAT, NOC, LNT, KMB, ADM, MTD, PM, LMT, BMY, BA, SJM, CL, BIIB, STZ.B,

  • Reduced Positions: IDXX, MNST,

  • Sold Out: EPC, UVV, HSIC, TECH, PRMW, BTI, CLX, ISRG, UL, REGN, SRDX, TR, FDP, NTUS, BIO, JJSF, PPC, ILMN,


For the details of AmericaFirst Defensive Growth Fund's stock buys and sells,
go to https://www.gurufocus.com/guru/americafirst+defensive+growth+fund/current-portfolio/portfolio

These are the top 5 holdings of AmericaFirst Defensive Growth Fund

  1. HCA Healthcare Inc (HCA) - 403 shares, 4.52% of the total portfolio. New Position

  2. Bio-Rad Laboratories Inc (BIO.B) - 127 shares, 4.46% of the total portfolio. New Position

  3. Pfizer Inc (PFE) - 2,230 shares, 4.44% of the total portfolio. New Position

  4. PerkinElmer Inc (PKI) - 550 shares, 4.41% of the total portfolio. New Position

  5. Teledyne Technologies Inc (TDY) - 219 shares, 4.35% of the total portfolio. New Position

New Purchase: HCA Healthcare Inc (HCA)

AmericaFirst Defensive Growth Fund initiated holding in HCA Healthcare Inc. The purchase prices were between $211.83 and $261.64, with an estimated average price of $244.16. The stock is now traded at around $239.810000. The impact to a portfolio due to this purchase was 4.52%. The holding were 403 shares as of 2021-09-30.

New Purchase: Bio-Rad Laboratories Inc (BIO.B)

AmericaFirst Defensive Growth Fund initiated holding in Bio-Rad Laboratories Inc. The purchase prices were between $657.5 and $818.6, with an estimated average price of $736.54. The stock is now traded at around $750.160000. The impact to a portfolio due to this purchase was 4.46%. The holding were 127 shares as of 2021-09-30.

New Purchase: Pfizer Inc (PFE)

AmericaFirst Defensive Growth Fund initiated holding in Pfizer Inc. The purchase prices were between $39.25 and $50.42, with an estimated average price of $44.27. The stock is now traded at around $51.495000. The impact to a portfolio due to this purchase was 4.44%. The holding were 2,230 shares as of 2021-09-30.

New Purchase: PerkinElmer Inc (PKI)

AmericaFirst Defensive Growth Fund initiated holding in PerkinElmer Inc. The purchase prices were between $151.98 and $190.5, with an estimated average price of $176.11. The stock is now traded at around $190.085000. The impact to a portfolio due to this purchase was 4.41%. The holding were 550 shares as of 2021-09-30.

New Purchase: Teledyne Technologies Inc (TDY)

AmericaFirst Defensive Growth Fund initiated holding in Teledyne Technologies Inc. The purchase prices were between $418.06 and $463.38, with an estimated average price of $441.71. The stock is now traded at around $435.070000. The impact to a portfolio due to this purchase was 4.35%. The holding were 219 shares as of 2021-09-30.

New Purchase: Hologic Inc (HOLX)

AmericaFirst Defensive Growth Fund initiated holding in Hologic Inc. The purchase prices were between $67.56 and $80.74, with an estimated average price of $74.96. The stock is now traded at around $75.950000. The impact to a portfolio due to this purchase was 4.33%. The holding were 1,268 shares as of 2021-09-30.

Sold Out: Edgewell Personal Care Co (EPC)

AmericaFirst Defensive Growth Fund sold out a holding in Edgewell Personal Care Co. The sale prices were between $35.3 and $44.96, with an estimated average price of $41.13.

Sold Out: Universal Corp (UVV)

AmericaFirst Defensive Growth Fund sold out a holding in Universal Corp. The sale prices were between $47.28 and $57.25, with an estimated average price of $50.85.

Sold Out: Henry Schein Inc (HSIC)

AmericaFirst Defensive Growth Fund sold out a holding in Henry Schein Inc. The sale prices were between $73.8 and $81.23, with an estimated average price of $76.97.

Sold Out: Bio-Techne Corp (TECH)

AmericaFirst Defensive Growth Fund sold out a holding in Bio-Techne Corp. The sale prices were between $444.87 and $538.88, with an estimated average price of $486.64.

Sold Out: Primo Water Corp (PRMW)

AmericaFirst Defensive Growth Fund sold out a holding in Primo Water Corp. The sale prices were between $15.72 and $17.93, with an estimated average price of $16.85.

Sold Out: British American Tobacco PLC (BTI)

AmericaFirst Defensive Growth Fund sold out a holding in British American Tobacco PLC. The sale prices were between $35.28 and $39.52, with an estimated average price of $37.57.

Reduced: IDEXX Laboratories Inc (IDXX)

AmericaFirst Defensive Growth Fund reduced to a holding in IDEXX Laboratories Inc by 55.99%. The sale prices were between $621.9 and $705.76, with an estimated average price of $671.83. The stock is now traded at around $616.982500. The impact to a portfolio due to this sale was -2.63%. AmericaFirst Defensive Growth Fund still held 136 shares as of 2021-09-30.

Reduced: Monster Beverage Corp (MNST)

AmericaFirst Defensive Growth Fund reduced to a holding in Monster Beverage Corp by 47.29%. The sale prices were between $88.83 and $98.79, with an estimated average price of $94.52. The stock is now traded at around $88.540000. The impact to a portfolio due to this sale was -2.39%. AmericaFirst Defensive Growth Fund still held 943 shares as of 2021-09-30.



Here is the complete portfolio of AmericaFirst Defensive Growth Fund. Also check out:

1. AmericaFirst Defensive Growth Fund's Undervalued Stocks

2. AmericaFirst Defensive Growth Fund's Top Growth Companies, and

3. AmericaFirst Defensive Growth Fund's High Yield stocks

4. Stocks that AmericaFirst Defensive Growth Fund keeps buyingThis article first appeared on GuruFocus.

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