Swarthmore Group Inc Buys TJX Inc, DuPont de Nemours Inc, Xcel Energy Inc, Sells Consumer Discretionary Select Sector SPDR Fund, DuPont de Nemours Inc, Dow Inc

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Oct 23, 2019
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Philadelphia, PA, based Investment company Swarthmore Group Inc (Current Portfolio) buys TJX Inc, DuPont de Nemours Inc, Xcel Energy Inc, SPDR Barclays Short Term Corporate Bond ETF, sells Consumer Discretionary Select Sector SPDR Fund, DuPont de Nemours Inc, Dow Inc, Utilities Select Sector SPDR Fund during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Swarthmore Group Inc. As of 2019Q3, Swarthmore Group Inc owns 33 stocks with a total value of $405 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 ETF (IVV) - 522,025 shares, 38.49% of the total portfolio.
  2. Consumer Staples Select Sector SPDR Fund (XLP) - 325,725 shares, 4.94% of the total portfolio. Shares reduced by 1.66%
  3. Financial Select Sector SPDR Fund (XLF) - 600,975 shares, 4.16% of the total portfolio. Shares reduced by 2.05%
  4. Technology Select Sector SPDR Fund (XLK) - 164,875 shares, 3.28% of the total portfolio. Shares reduced by 1.99%
  5. Thermo Fisher Scientific Inc (TMO) - 38,600 shares, 2.78% of the total portfolio. Shares reduced by 2.4%
New Purchase: TJX Companies Inc (TJX)

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 .



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