$26.2 Million is the total value of SWARTHMORE GROUP INC's 33 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MS | New | MORGAN STANLEY | $788,000 | – | 11,500 | +100.0% | 3.01% | – |
| SYK | New | STRYKER CORPORATION | $692,000 | – | 2,825 | +100.0% | 2.64% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $653,000 | – | 3,875 | +100.0% | 2.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Technology Select Sector SPDR | 32 | Q1 2021 | 14.9% |
| SELECT SECTOR SPDR TR | 32 | Q1 2021 | 8.3% |
| SELECT SECTOR SPDR TR | 32 | Q1 2021 | 6.2% |
| SELECT SECTOR SPDR TR | 31 | Q4 2020 | 8.7% |
| SELECT SECTOR SPDR TR | 30 | Q3 2020 | 14.0% |
| THERMO FISHER SCIENTIFIC INC | 26 | Q2 2022 | 4.6% |
| MICROSOFT CORP | 25 | Q2 2022 | 3.8% |
| SELECT SECTOR SPDR TR | 25 | Q3 2019 | 4.8% |
| Alphabet Inc-CL A | 24 | Q2 2022 | 3.6% |
| ISHARES TR | 23 | Q2 2022 | 57.0% |
View SWARTHMORE GROUP INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-11-19 |
| 13F-HR | 2021-08-09 |
| 13F-HR | 2021-04-28 |
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-10-21 |
| 13F-HR | 2020-07-22 |
| 13F-HR | 2020-04-24 |
View SWARTHMORE GROUP INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.