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CSat Investment Advisory’s Levi Strauss LEVI Stock Holding History

CSat Investment Advisory’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$1.12M Buy
46,714
+3,888
+9% +$87K 0.94% 31
2020
Q4 		$860K Buy
+42,826
New +$766K 0.8% 31

Other funds holding LEVI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CSat Investment Advisory's LEVI Position: Q1 2021 in Review

CSat Investment Advisory increased its Levi Strauss (LEVI) stake by 9.1% in Q1 2021, buying an estimated $87K and bringing the position to 46,714 shares worth $1.12M. The position accounts for 0.94% of the portfolio, ranked #31.

CSat Investment Advisory first reported a position in LEVI in Q4 2020 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold LEVI as of Q1 2021.

  • CSat Investment Advisory held 46,714 shares of Levi Strauss worth $1.12M as of Q1 2021.
  • CSat Investment Advisory bought 3,888 Levi Strauss shares in Q1 2021, an estimated $87K.
  • Levi Strauss made up 0.94% of CSat Investment Advisory's portfolio in Q1 2021, its #31 holding.
  • CSat Investment Advisory first reported a position in Levi Strauss in Q4 2020 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held Levi Strauss as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.