- New Purchases: MS, SYK, UPS,
- Added Positions: AAPL,
- Reduced Positions: IVV, XLP, XLK, TMO, ABT, MSFT, CRM, LOW, V, ORLY, ROP, RSG, ANTM, GOOGL, UNP, BLK, VZ, SSNC, LRCX, ALL, TJX, SHW, XLC, XLV, PG, QCOM, XLU, FB, XLE,
- Sold Out: IHI, CME, XLF, VMBS, XEL, XLI, WFC, SPSB, HSY, SCHX, MCD,
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- BTC iShares Core S&P 500 ETF (IVV) - 11,345 shares, 16.27% of the total portfolio. Shares reduced by 94.01%
- Abbott Laboratories (ABT) - 8,923 shares, 3.73% of the total portfolio. Shares reduced by 91.79%
- Thermo Fisher Scientific Inc (TMO) - 2,049 shares, 3.65% of the total portfolio. Shares reduced by 92.84%
- Microsoft Corp (MSFT) - 4,025 shares, 3.42% of the total portfolio. Shares reduced by 92.14%
- Alphabet Inc (GOOGL) - 500 shares, 3.35% of the total portfolio. Shares reduced by 91.07%
Swarthmore Group Inc initiated holding in Morgan Stanley. The purchase prices were between $47.57 and $68.53, with an estimated average price of $57.54. The stock is now traded at around $74.230000. The impact to a portfolio due to this purchase was 3.01%. The holding were 11,500 shares as of 2020-12-31.
New Purchase: Stryker Corp (SYK)Swarthmore Group Inc initiated holding in Stryker Corp. The purchase prices were between $202.01 and $245.04, with an estimated average price of $226.79. The stock is now traded at around $242.450000. The impact to a portfolio due to this purchase was 2.64%. The holding were 2,825 shares as of 2020-12-31.
New Purchase: United Parcel Service Inc (UPS)Swarthmore Group Inc initiated holding in United Parcel Service Inc. The purchase prices were between $155.78 and $176.54, with an estimated average price of $168.79. The stock is now traded at around $163.450000. The impact to a portfolio due to this purchase was 2.5%. The holding were 3,875 shares as of 2020-12-31.
Added: Apple Inc (AAPL)Swarthmore Group Inc added to a holding in Apple Inc by 44.00%. The purchase prices were between $108.77 and $136.69, with an estimated average price of $120.34. The stock is now traded at around $136.910000. The impact to a portfolio due to this purchase was 0.57%. The holding were 3,675 shares as of 2020-12-31.
Sold Out: BTC iShares U.S. Medical Devices ETF (IHI)Swarthmore Group Inc sold out a holding in BTC iShares U.S. Medical Devices ETF. The sale prices were between $295.06 and $327.3, with an estimated average price of $313.55.
Sold Out: CME Group Inc (CME)Swarthmore Group Inc sold out a holding in CME Group Inc. The sale prices were between $149.56 and $184.94, with an estimated average price of $170.06.
Sold Out: SSgA Financial Select Sector SPDR (XLF)Swarthmore Group Inc sold out a holding in SSgA Financial Select Sector SPDR. The sale prices were between $23.61 and $29.48, with an estimated average price of $26.86.
Sold Out: Vanguard Mortgage-Backed Securities ETF (VMBS)Swarthmore Group Inc sold out a holding in Vanguard Mortgage-Backed Securities ETF. The sale prices were between $53.96 and $54.25, with an estimated average price of $54.09.
Sold Out: Xcel Energy Inc (XEL)Swarthmore Group Inc sold out a holding in Xcel Energy Inc. The sale prices were between $64.31 and $74.71, with an estimated average price of $69.67.
Sold Out: SSgA Industrial Select Sector SPDR (XLI)Swarthmore Group Inc sold out a holding in SSgA Industrial Select Sector SPDR. The sale prices were between $74.87 and $89.65, with an estimated average price of $84.5.
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