JWM
CORE

Jeppson Wealth Management’s Core Mark Holding Co., Inc. CORE Stock Holding History

Jeppson Wealth Management’s Portfolio CORE Stock Details CORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,900
Closed -$55K – 500
2020
Q3 		$55K Buy
+1,900
New +$55.5K 0.04% 213

Other funds holding CORE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Jeppson Wealth Management's CORE Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Core Mark Holding Co., Inc. (CORE) in Q4 2020, closing a stake of 1,900 shares — an estimated $55K sold.

Jeppson Wealth Management first reported a position in CORE in Q3 2020 and held it in 1 quarter. The position peaked at $55K in Q3 2020. 178 funds tracked by Wall St. Rank hold CORE as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Core Mark Holding Co., Inc. position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,900 Core Mark Holding Co., Inc. shares in Q4 2020, an estimated $55K.
  • Jeppson Wealth Management first reported a position in Core Mark Holding Co., Inc. in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Core Mark Holding Co., Inc. position peaked at $55K in Q3 2020.
  • 178 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.