- New Purchases: TJX, DD, XEL,
- Added Positions: VZ, SPSB, MSFT,
- Reduced Positions: XLY, XLU, IHI, XLC, ABT, MPC, XLF, ORLY, XLP, TMO, XLK, RSG, ANTM, V, CME, ROP, SSNC, XLI, PLNT, XLV, CACI, ALL, XLE, GOOGL,
- Sold Out: 6D81, DOW,
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- iShares Core S&P 500 ETF (IVV) - 522,025 shares, 38.49% of the total portfolio.
- Consumer Staples Select Sector SPDR Fund (XLP) - 325,725 shares, 4.94% of the total portfolio. Shares reduced by 1.66%
- Financial Select Sector SPDR Fund (XLF) - 600,975 shares, 4.16% of the total portfolio. Shares reduced by 2.05%
- Technology Select Sector SPDR Fund (XLK) - 164,875 shares, 3.28% of the total portfolio. Shares reduced by 1.99%
- Thermo Fisher Scientific Inc (TMO) - 38,600 shares, 2.78% of the total portfolio. Shares reduced by 2.4%
Swarthmore Group Inc initiated holding in TJX Companies Inc. The purchase prices were between $50.2 and $56.92, with an estimated average price of $54.48. The stock is now traded at around $60.36. The impact to a portfolio due to this purchase was 1.99%. The holding were 144,400 shares as of .
New Purchase: DuPont de Nemours Inc (DD)Swarthmore Group Inc initiated holding in DuPont de Nemours Inc. The purchase prices were between $63.96 and $75.82, with an estimated average price of $70.17. The stock is now traded at around $65.87. The impact to a portfolio due to this purchase was 0.59%. The holding were 33,757 shares as of .
New Purchase: Xcel Energy Inc (XEL)Swarthmore Group Inc initiated holding in Xcel Energy Inc. The purchase prices were between $59.43 and $65.82, with an estimated average price of $62.32. The stock is now traded at around $64.21. The impact to a portfolio due to this purchase was 0.33%. The holding were 20,300 shares as of .
Added: SPDR Barclays Short Term Corporate Bond ETF (SPSB)Swarthmore Group Inc added to a holding in SPDR Barclays Short Term Corporate Bond ETF by 58.65%. The purchase prices were between $30.66 and $30.89, with an estimated average price of $30.78. The stock is now traded at around $30.84. The impact to a portfolio due to this purchase was 0.06%. The holding were 20,625 shares as of .
Sold Out: DuPont de Nemours Inc (6D81)Swarthmore Group Inc sold out a holding in DuPont de Nemours Inc. The sale prices were between $57.27 and $66.9, with an estimated average price of $63.11.
Sold Out: Dow Inc (DOW)Swarthmore Group Inc sold out a holding in Dow Inc. The sale prices were between $40.71 and $52.79, with an estimated average price of $46.79.
Reduced: Consumer Discretionary Select Sector SPDR Fund (XLY)Swarthmore Group Inc reduced to a holding in Consumer Discretionary Select Sector SPDR Fund by 45.73%. The sale prices were between $114.59 and $124.48, with an estimated average price of $120.55. The stock is now traded at around $121.82. The impact to a portfolio due to this sale was -0.98%. Swarthmore Group Inc still held 39,700 shares as of .
Reduced: Utilities Select Sector SPDR Fund (XLU)Swarthmore Group Inc reduced to a holding in Utilities Select Sector SPDR Fund by 26.31%. The sale prices were between $59.29 and $64.93, with an estimated average price of $61.7. The stock is now traded at around $64.34. The impact to a portfolio due to this sale was -0.43%. Swarthmore Group Inc still held 81,800 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