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Leith Wheeler Investment Counsel Ltd. Buys Booz Allen Hamilton Holding Corp, Henry Schein Inc, ...

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·6 min read
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Vancouver, A1, based Investment company Leith Wheeler Investment Counsel Ltd. (Current Portfolio) buys Booz Allen Hamilton Holding Corp, Henry Schein Inc, Frontdoor Inc, Global Payments Inc, Accenture PLC, sells Jefferies Financial Group Inc, Hilton Grand Vacations Inc, iShares MSCI EAFE ETF, Charles Schwab Corp, Shopify Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Leith Wheeler Investment Counsel Ltd.. As of 2021Q4, Leith Wheeler Investment Counsel Ltd. owns 46 stocks with a total value of $707 million. These are the details of the buys and sells.

  • New Purchases: BAH, GPN, ACN, AMZN, MDLZ,

  • Added Positions: HSIC, BIP, FTDR, ASGN, WH, UNVR, GL, KMX, MIDD, MSFT, LAMR, GOOGL, CSL, MHK, ORI, MKSI, PB, SNA, UHS, V, STWD, TPH, STOR, GNTX, CCOI,

  • Reduced Positions: IVV, CBRE, KEYS, SBUX, AAPL, SPY,

  • Sold Out: JEF, HGV, EFA, SCHW, SHOP, GTE,


For the details of Leith Wheeler Investment Counsel Ltd.'s stock buys and sells,
go to https://www.gurufocus.com/guru/leith+wheeler+investment+counsel+ltd./current-portfolio/portfolio

These are the top 5 holdings of Leith Wheeler Investment Counsel Ltd.

  1. iShares Core S&P 500 ETF (IVV) - 839,658 shares, 56.63% of the total portfolio. Shares reduced by 6.32%

  2. Invesco NASDAQ 100 ETF (QQQM) - 156,413 shares, 3.62% of the total portfolio.

  3. Carlisle Companies Inc (CSL) - 62,090 shares, 2.18% of the total portfolio. Shares added by 1.01%

  4. Lamar Advertising Co (LAMR) - 78,100 shares, 2.04% of the total portfolio. Shares added by 1.06%

  5. Brookfield Infrastructure Partners LP (BIP) - 231,748 shares, 1.99% of the total portfolio. Shares added by 18.79%

New Purchase: Booz Allen Hamilton Holding Corp (BAH)

Leith Wheeler Investment Counsel Ltd. initiated holding in Booz Allen Hamilton Holding Corp. The purchase prices were between $79.69 and $89.85, with an estimated average price of $84.41. The stock is now traded at around $88.950000. The impact to a portfolio due to this purchase was 0.77%. The holding were 64,515 shares as of 2021-12-31.

New Purchase: Global Payments Inc (GPN)

Leith Wheeler Investment Counsel Ltd. initiated holding in Global Payments Inc. The purchase prices were between $117.86 and $161.31, with an estimated average price of $137.3. The stock is now traded at around $150.550000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,971 shares as of 2021-12-31.

New Purchase: Amazon.com Inc (AMZN)

Leith Wheeler Investment Counsel Ltd. initiated holding in Amazon.com Inc. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $3242.760000. The impact to a portfolio due to this purchase was 0.03%. The holding were 69 shares as of 2021-12-31.

New Purchase: Mondelez International Inc (MDLZ)

Leith Wheeler Investment Counsel Ltd. initiated holding in Mondelez International Inc. The purchase prices were between $58.07 and $66.37, with an estimated average price of $61.81. The stock is now traded at around $68.100000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,064 shares as of 2021-12-31.

New Purchase: Accenture PLC (ACN)

Leith Wheeler Investment Counsel Ltd. initiated holding in Accenture PLC. The purchase prices were between $319.49 and $415.42, with an estimated average price of $365.63. The stock is now traded at around $353.360000. The impact to a portfolio due to this purchase was 0.03%. The holding were 592 shares as of 2021-12-31.

Added: Henry Schein Inc (HSIC)

Leith Wheeler Investment Counsel Ltd. added to a holding in Henry Schein Inc by 35.28%. The purchase prices were between $70.34 and $80.1, with an estimated average price of $76.38. The stock is now traded at around $77.780000. The impact to a portfolio due to this purchase was 0.52%. The holding were 181,000 shares as of 2021-12-31.

Added: Frontdoor Inc (FTDR)

Leith Wheeler Investment Counsel Ltd. added to a holding in Frontdoor Inc by 24.58%. The purchase prices were between $32.84 and $44.28, with an estimated average price of $37.84. The stock is now traded at around $37.550000. The impact to a portfolio due to this purchase was 0.28%. The holding were 278,247 shares as of 2021-12-31.

Added: Alphabet Inc (GOOGL)

Leith Wheeler Investment Counsel Ltd. added to a holding in Alphabet Inc by 328.41%. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2789.610000. The impact to a portfolio due to this purchase was 0.02%. The holding were 377 shares as of 2021-12-31.

Added: Microsoft Corp (MSFT)

Leith Wheeler Investment Counsel Ltd. added to a holding in Microsoft Corp by 39.56%. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $310.200000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,256 shares as of 2021-12-31.

Sold Out: Jefferies Financial Group Inc (JEF)

Leith Wheeler Investment Counsel Ltd. sold out a holding in Jefferies Financial Group Inc. The sale prices were between $36.19 and $44.14, with an estimated average price of $40.29.

Sold Out: Hilton Grand Vacations Inc (HGV)

Leith Wheeler Investment Counsel Ltd. sold out a holding in Hilton Grand Vacations Inc. The sale prices were between $45.35 and $55, with an estimated average price of $50.08.

Sold Out: iShares MSCI EAFE ETF (EFA)

Leith Wheeler Investment Counsel Ltd. sold out a holding in iShares MSCI EAFE ETF. The sale prices were between $74.94 and $80.27, with an estimated average price of $78.

Sold Out: Charles Schwab Corp (SCHW)

Leith Wheeler Investment Counsel Ltd. sold out a holding in Charles Schwab Corp. The sale prices were between $73.23 and $85.82, with an estimated average price of $81.09.

Sold Out: Shopify Inc (SHOP)

Leith Wheeler Investment Counsel Ltd. sold out a holding in Shopify Inc. The sale prices were between $1282.17 and $1690.6, with an estimated average price of $1465.14.

Sold Out: Gran Tierra Energy Inc (GTE)

Leith Wheeler Investment Counsel Ltd. sold out a holding in Gran Tierra Energy Inc. The sale prices were between $0.66 and $0.99, with an estimated average price of $0.81.



Here is the complete portfolio of Leith Wheeler Investment Counsel Ltd.. Also check out:

1. Leith Wheeler Investment Counsel Ltd.'s Undervalued Stocks

2. Leith Wheeler Investment Counsel Ltd.'s Top Growth Companies, and

3. Leith Wheeler Investment Counsel Ltd.'s High Yield stocks

4. Stocks that Leith Wheeler Investment Counsel Ltd. keeps buyingThis article first appeared on GuruFocus.