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Chapman Investment Management, LLC Buys Charles Schwab Corp, Tesla Inc, KLA Corp, Sells ...

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·5 min read
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Investment company Chapman Investment Management, LLC (Current Portfolio) buys Charles Schwab Corp, Tesla Inc, KLA Corp, Western Alliance Bancorp, Target Corp, sells Fidelity National Information Services Inc, Gilead Sciences Inc, Coca-Cola Co, Merck Inc, McDonald's Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Chapman Investment Management, LLC. As of 2021Q4, Chapman Investment Management, LLC owns 51 stocks with a total value of $219 million. These are the details of the buys and sells.

  • New Purchases: SCHW, KLAC, WAL, TGT, SPGI, JNJ, CI, FB, SCHB,

  • Added Positions: TSLA, AAPL, MA, MSFT, V, AMZN, GOOGL, DIS, EXPD, MELI, ADBE, PYPL, BRK.B, MTB, CRM, ECL, CVX, UPS, ACN, NFLX, JPM, SQ, SPY, PFE, SPG,

  • Reduced Positions: FIS, KO, MRK, ZTS,

  • Sold Out: GILD, MCD,


For the details of Chapman Investment Management, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/chapman+investment+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Chapman Investment Management, LLC

  1. Microsoft Corp (MSFT) - 47,537 shares, 7.31% of the total portfolio. Shares added by 6.95%

  2. Amazon.com Inc (AMZN) - 4,231 shares, 6.45% of the total portfolio. Shares added by 4.31%

  3. Apple Inc (AAPL) - 71,760 shares, 5.83% of the total portfolio. Shares added by 15.12%

  4. Costco Wholesale Corp (COST) - 22,019 shares, 5.71% of the total portfolio.

  5. Alphabet Inc (GOOGL) - 4,240 shares, 5.62% of the total portfolio. Shares added by 4.56%

New Purchase: Charles Schwab Corp (SCHW)

Chapman Investment Management, LLC initiated holding in Charles Schwab Corp. The purchase prices were between $73.23 and $85.82, with an estimated average price of $81.09. The stock is now traded at around $91.430000. The impact to a portfolio due to this purchase was 2.11%. The holding were 54,914 shares as of 2021-12-31.

New Purchase: KLA Corp (KLAC)

Chapman Investment Management, LLC initiated holding in KLA Corp. The purchase prices were between $319.55 and $440.17, with an estimated average price of $387.65. The stock is now traded at around $383.280000. The impact to a portfolio due to this purchase was 0.47%. The holding were 2,394 shares as of 2021-12-31.

New Purchase: Western Alliance Bancorp (WAL)

Chapman Investment Management, LLC initiated holding in Western Alliance Bancorp. The purchase prices were between $98.78 and $122.78, with an estimated average price of $112.57. The stock is now traded at around $112.900000. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,500 shares as of 2021-12-31.

New Purchase: Target Corp (TGT)

Chapman Investment Management, LLC initiated holding in Target Corp. The purchase prices were between $217.74 and $266.39, with an estimated average price of $243.15. The stock is now traded at around $221.720000. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,900 shares as of 2021-12-31.

New Purchase: S&P Global Inc (SPGI)

Chapman Investment Management, LLC initiated holding in S&P Global Inc. The purchase prices were between $415.85 and $478.97, with an estimated average price of $458.25. The stock is now traded at around $417.980000. The impact to a portfolio due to this purchase was 0.17%. The holding were 800 shares as of 2021-12-31.

New Purchase: Johnson & Johnson (JNJ)

Chapman Investment Management, LLC initiated holding in Johnson & Johnson. The purchase prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $165.250000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,287 shares as of 2021-12-31.

Added: Tesla Inc (TSLA)

Chapman Investment Management, LLC added to a holding in Tesla Inc by 121.47%. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $996.270000. The impact to a portfolio due to this purchase was 1.44%. The holding were 5,446 shares as of 2021-12-31.

Added: Berkshire Hathaway Inc (BRK.B)

Chapman Investment Management, LLC added to a holding in Berkshire Hathaway Inc by 26.22%. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $311.010000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,635 shares as of 2021-12-31.

Added: M&T Bank Corp (MTB)

Chapman Investment Management, LLC added to a holding in M&T Bank Corp by 20.85%. The purchase prices were between $144.04 and $161.85, with an estimated average price of $153.64. The stock is now traded at around $166.350000. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,090 shares as of 2021-12-31.

Added: Chevron Corp (CVX)

Chapman Investment Management, LLC added to a holding in Chevron Corp by 20.81%. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $128.450000. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,825 shares as of 2021-12-31.

Sold Out: Gilead Sciences Inc (GILD)

Chapman Investment Management, LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $64.88 and $73.64, with an estimated average price of $68.95.

Sold Out: McDonald's Corp (MCD)

Chapman Investment Management, LLC sold out a holding in McDonald's Corp. The sale prices were between $236.42 and $268.49, with an estimated average price of $252.91.



Here is the complete portfolio of Chapman Investment Management, LLC. Also check out:

1. Chapman Investment Management, LLC's Undervalued Stocks

2. Chapman Investment Management, LLC's Top Growth Companies, and

3. Chapman Investment Management, LLC's High Yield stocks

4. Stocks that Chapman Investment Management, LLC keeps buyingThis article first appeared on GuruFocus.