$421 Million is the total value of SWARTHMORE GROUP INC's 56 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HSY | Hershey Co | $828,000 | +11.1% | 4,279 | 0.0% | 0.20% | +2.6% | |
MCD | McDonald's Corp | $315,000 | +15.8% | 1,176 | 0.0% | 0.08% | +7.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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.