LifePlan Financial Group’s Buckle BKE Stock Holding History

LifePlan Financial Group’s Portfolio BKE Stock Details BKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$37K	Hold	1,823	–	–	0.02%	271
2020 Q2	$29K	Hold	1,823	–	–	0.01%	293
2020 Q1	$25K	Hold	1,823	–	–	0.01%	286
2019 Q4	$49K	Hold	1,823	–	–	0.02%	250
2019 Q3	$38K	Hold	1,823	–	–	0.02%	273
2019 Q2	$32K	Sell	1,823 -1,300	-42%	-$22.9K	0.02%	288
2019 Q1	$58K	Hold	3,123	–	–	0.03%	228
2018 Q4	$60K	Hold	3,123	–	–	0.04%	216
2018 Q3	$72K	Buy	3,123 +1,300	+71%	+$32K	0.04%	212
2018 Q2	$49K	Buy	+1,823	New	+$45.1K	0.03%	236

Other funds holding BKE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LifePlan Financial Group's BKE Position: Q3 2020 in Review

LifePlan Financial Group held its Buckle (BKE) position steady in Q3 2020 at 1,823 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #271.

LifePlan Financial Group first reported a position in BKE in Q2 2018 and has held it in 10 quarters since. The position peaked at $72K in Q3 2018. 160 funds tracked by Wall St. Rank hold BKE as of Q3 2020.

LifePlan Financial Group held 1,823 shares of Buckle worth $37K as of Q3 2020.
LifePlan Financial Group left its Buckle share count unchanged in Q3 2020.
Buckle made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #271 holding.
LifePlan Financial Group first reported a position in Buckle in Q2 2018 and has held it in 10 quarters since.
LifePlan Financial Group's Buckle position peaked at $72K in Q3 2018.
160 funds tracked by Wall St. Rank held Buckle as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.