U.S. Markets closed
  • S&P Futures

    3,825.50
    +36.00 (+0.94%)
     
  • Dow Futures

    31,045.00
    +264.00 (+0.85%)
     
  • Nasdaq Futures

    11,610.50
    +81.00 (+0.70%)
     
  • Russell 2000 Futures

    1,727.60
    +19.60 (+1.13%)
     
  • Crude Oil

    108.46
    +2.70 (+2.49%)
     
  • Gold

    1,812.90
    +5.60 (+0.31%)
     
  • Silver

    19.77
    -0.51 (-2.59%)
     
  • EUR/USD

    1.0426
    -0.0057 (-0.5422%)
     
  • 10-Yr Bond

    2.8890
    -0.0830 (-2.79%)
     
  • Vix

    26.70
    -2.01 (-7.00%)
     
  • GBP/USD

    1.2103
    -0.0072 (-0.5930%)
     
  • USD/JPY

    135.1750
    -0.5530 (-0.4074%)
     
  • BTC-USD

    19,295.96
    -46.20 (-0.24%)
     
  • CMC Crypto 200

    420.84
    +0.70 (+0.17%)
     
  • FTSE 100

    7,168.65
    -0.63 (-0.01%)
     
  • Nikkei 225

    25,935.62
    -457.38 (-1.73%)
     

Physicians Financial Services, Inc. Buys CVS Health Corp, Synopsys Inc, UnitedHealth Group Inc, ...

  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
·4 min read
In this article:
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.

Investment company Physicians Financial Services, Inc. (Current Portfolio) buys CVS Health Corp, Synopsys Inc, UnitedHealth Group Inc, Whirlpool Corp, First Citizens BancShares Inc, sells Vanguard Growth ETF, , U.S. Bancorp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Physicians Financial Services, Inc.. As of 2021Q4, Physicians Financial Services, Inc. owns 116 stocks with a total value of $270 million. These are the details of the buys and sells.

  • New Purchases: CVS, SNPS, UNH, WHR,

  • Added Positions: FCNCA, BDX, CLX, ILMN, PFE, APD, HON, K, PM,

  • Reduced Positions: BA, MSFT, DIS, V, WMT, VZ, GILD, LMT, KO, SMG, QCOM, TROW, LOW, UPS, JPM, IBM, MO, CSCO, DUK, GIS, AMGN, TFC, BAC, SHW, COST, PEP, NVS, NKE, CMI, MCD, KMB, INTC, BMY, ABBV, GNRC, AVGO, VMW, GPC, HSY, FDX, UNP, UL, MLM, SWKS, ITW, EMR, DE, MAR, MRK, TSM, SBUX, SJM, ADM, NOC, AFL,

  • Sold Out: VUG, HRC, USB,


For the details of PHYSICIANS FINANCIAL SERVICES, INC.'s stock buys and sells,
go to https://www.gurufocus.com/guru/physicians+financial+services%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of PHYSICIANS FINANCIAL SERVICES, INC.

  1. Apple Inc (AAPL) - 206,166 shares, 13.54% of the total portfolio. Shares reduced by 0.63%

  2. Amazon.com Inc (AMZN) - 4,553 shares, 5.61% of the total portfolio. Shares added by 0.26%

  3. Microsoft Corp (MSFT) - 41,663 shares, 5.18% of the total portfolio. Shares reduced by 1.56%

  4. Alphabet Inc (GOOGL) - 4,046 shares, 4.33% of the total portfolio. Shares added by 0.05%

  5. Walmart Inc (WMT) - 52,817 shares, 2.83% of the total portfolio. Shares reduced by 1.5%

New Purchase: CVS Health Corp (CVS)

Physicians Financial Services, Inc. initiated holding in CVS Health Corp. The purchase prices were between $83.15 and $103.7, with an estimated average price of $92.68. The stock is now traded at around $107.795000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,275 shares as of 2021-12-31.

New Purchase: Synopsys Inc (SNPS)

Physicians Financial Services, Inc. initiated holding in Synopsys Inc. The purchase prices were between $288.74 and $375.59, with an estimated average price of $338.4. The stock is now traded at around $314.735000. The impact to a portfolio due to this purchase was 0.09%. The holding were 635 shares as of 2021-12-31.

New Purchase: Whirlpool Corp (WHR)

Physicians Financial Services, Inc. initiated holding in Whirlpool Corp. The purchase prices were between $198.25 and $238.28, with an estimated average price of $220.14. The stock is now traded at around $209.380000. The impact to a portfolio due to this purchase was 0.08%. The holding were 955 shares as of 2021-12-31.

New Purchase: UnitedHealth Group Inc (UNH)

Physicians Financial Services, Inc. initiated holding in UnitedHealth Group Inc. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. The stock is now traded at around $479.110000. The impact to a portfolio due to this purchase was 0.08%. The holding were 403 shares as of 2021-12-31.

Added: First Citizens BancShares Inc (FCNCA)

Physicians Financial Services, Inc. added to a holding in First Citizens BancShares Inc by 30.00%. The purchase prices were between $766.02 and $885.55, with an estimated average price of $834.53. The stock is now traded at around $781.660000. The impact to a portfolio due to this purchase was 0.04%. The holding were 520 shares as of 2021-12-31.

Sold Out: Vanguard Growth ETF (VUG)

Physicians Financial Services, Inc. sold out a holding in Vanguard Growth ETF. The sale prices were between $286.58 and $325.19, with an estimated average price of $312.45.

Sold Out: (HRC)

Physicians Financial Services, Inc. sold out a holding in . The sale prices were between $150.25 and $156.18, with an estimated average price of $154.26.

Sold Out: U.S. Bancorp (USB)

Physicians Financial Services, Inc. sold out a holding in U.S. Bancorp. The sale prices were between $54.85 and $62.74, with an estimated average price of $59.09.



Here is the complete portfolio of PHYSICIANS FINANCIAL SERVICES, INC.. Also check out:

1. PHYSICIANS FINANCIAL SERVICES, INC.'s Undervalued Stocks

2. PHYSICIANS FINANCIAL SERVICES, INC.'s Top Growth Companies, and

3. PHYSICIANS FINANCIAL SERVICES, INC.'s High Yield stocks

4. Stocks that PHYSICIANS FINANCIAL SERVICES, INC. keeps buyingThis article first appeared on GuruFocus.