Swarthmore Group Inc Buys iShares Core S&P 500, SPDR Select Sector Fund - Consumer Staples, Thermo Fisher Scientific Inc, Sells Apple Inc

Author's Avatar
Jul 22, 2020
Article's Main Image
Philadelphia, PA, based Investment company Swarthmore Group Inc (Current Portfolio) buys iShares Core S&P 500, SPDR Select Sector Fund - Consumer Staples, Thermo Fisher Scientific Inc, Microsoft Corp, SPDR Select Sector Fund - Technology, sells Apple Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Swarthmore Group Inc. As of 2020Q2, Swarthmore Group Inc owns 42 stocks with a total value of $293 million. These are the details of the buys and sells.

For the details of SWARTHMORE GROUP INC's stock buys and sells, go to https://www.gurufocus.com/guru/swarthmore+group+inc/current-portfolio/portfolio

These are the top 5 holdings of SWARTHMORE GROUP INC
  1. iShares Core S&P 500 (IVV) - 190,075 shares, 20.07% of the total portfolio. Shares added by 1684.74%
  2. SPDR Select Sector Fund - Consumer Staples (XLP) - 227,675 shares, 4.55% of the total portfolio. Shares added by 870.90%
  3. SPDR Select Sector Fund - Technology (XLK) - 103,525 shares, 3.69% of the total portfolio. Shares added by 716.77%
  4. Thermo Fisher Scientific Inc (TMO) - 29,475 shares, 3.64% of the total portfolio. Shares added by 1195.60%
  5. Microsoft Corp (MSFT) - 51,222 shares, 3.55% of the total portfolio. Shares added by 1070.79%
New Purchase: Lam Research Corp (LRCX)

Swarthmore Group Inc initiated holding in Lam Research Corp. The purchase prices were between $218.15 and $323.46, with an estimated average price of $271.81. The stock is now traded at around $357.02. The impact to a portfolio due to this purchase was 1.79%. The holding were 16,276 shares as of .

New Purchase: Union Pacific Corp (UNP)

Swarthmore Group Inc initiated holding in Union Pacific Corp. The purchase prices were between $136.49 and $184.83, with an estimated average price of $159.87. The stock is now traded at around $178.66. The impact to a portfolio due to this purchase was 1.49%. The holding were 25,854 shares as of .

New Purchase: Vanguard Mortgage-Backed Securities ETF (VMBS)

Swarthmore Group Inc initiated holding in Vanguard Mortgage-Backed Securities ETF. The purchase prices were between $54.11 and $54.66, with an estimated average price of $54.43. The stock is now traded at around $54.35. The impact to a portfolio due to this purchase was 0.73%. The holding were 39,400 shares as of .

New Purchase: Xcel Energy Inc (XEL)

Swarthmore Group Inc initiated holding in Xcel Energy Inc. The purchase prices were between $57.86 and $67.15, with an estimated average price of $62.99. The stock is now traded at around $66.22. The impact to a portfolio due to this purchase was 0.56%. The holding were 26,150 shares as of .

New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)

Swarthmore Group Inc initiated holding in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $30.09 and $31.34, with an estimated average price of $30.99. The stock is now traded at around $31.38. The impact to a portfolio due to this purchase was 0.2%. The holding were 18,295 shares as of .

New Purchase: The Hershey Co (HSY)

Swarthmore Group Inc initiated holding in The Hershey Co. The purchase prices were between $125.85 and $146.46, with an estimated average price of $134.5. The stock is now traded at around $137.31. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,279 shares as of .

Added: iShares Core S&P 500 (IVV)

Swarthmore Group Inc added to a holding in iShares Core S&P 500 by 1684.74%. The purchase prices were between $245.78 and $323.06, with an estimated average price of $292.09. The stock is now traded at around $326.25. The impact to a portfolio due to this purchase was 18.95%. The holding were 190,075 shares as of .

Added: SPDR Select Sector Fund - Consumer Staples (XLP)

Swarthmore Group Inc added to a holding in SPDR Select Sector Fund - Consumer Staples by 870.90%. The purchase prices were between $53.55 and $61.07, with an estimated average price of $58.29. The stock is now traded at around $61.50. The impact to a portfolio due to this purchase was 4.08%. The holding were 227,675 shares as of .

Added: Thermo Fisher Scientific Inc (TMO)

Swarthmore Group Inc added to a holding in Thermo Fisher Scientific Inc by 1195.60%. The purchase prices were between $275.2 and $362.34, with an estimated average price of $334.21. The stock is now traded at around $403.09. The impact to a portfolio due to this purchase was 3.36%. The holding were 29,475 shares as of .

Added: Microsoft Corp (MSFT)

Swarthmore Group Inc added to a holding in Microsoft Corp by 1070.79%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $208.75. The impact to a portfolio due to this purchase was 3.25%. The holding were 51,222 shares as of .

Added: SPDR Select Sector Fund - Technology (XLK)

Swarthmore Group Inc added to a holding in SPDR Select Sector Fund - Technology by 716.77%. The purchase prices were between $76.54 and $104.63, with an estimated average price of $93.77. The stock is now traded at around $108.46. The impact to a portfolio due to this purchase was 3.24%. The holding were 103,525 shares as of .

Added: Abbott Laboratories (ABT)

Swarthmore Group Inc added to a holding in Abbott Laboratories by 1039.77%. The purchase prices were between $76.57 and $98, with an estimated average price of $90.16. The stock is now traded at around $98.19. The impact to a portfolio due to this purchase was 3.09%. The holding were 108,745 shares as of .



Here is the complete portfolio of SWARTHMORE GROUP INC. Also check out:

1. SWARTHMORE GROUP INC's Undervalued Stocks
2. SWARTHMORE GROUP INC's Top Growth Companies, and
3. SWARTHMORE GROUP INC's High Yield stocks
4. Stocks that SWARTHMORE GROUP INC keeps buying