LifePlan Financial Group’s DuPont de Nemours DD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$14K	Hold	208	–	–	0.01%	375
2020 Q2	$14K	Hold	208	–	–	0.01%	379
2020 Q1	$9K	Hold	208	–	–	﹤0.01%	403
2019 Q4	$17K	Hold	208	–	–	0.01%	364
2019 Q3	$19K	Hold	208	–	–	0.01%	350
2019 Q2	$20K	Sell	208 -103	-33%	-$12.3K	0.01%	340
2019 Q1	$42K	Buy	311 +25	+9%	+$3.47K	0.02%	261
2018 Q4	$39K	Hold	286	–	–	0.02%	261
2018 Q3	$47K	Hold	286	–	–	0.03%	255
2018 Q2	$48K	Hold	286	–	–	0.03%	238
2018 Q1	$46K	Buy	+286	New	+$51.7K	0.03%	234

Other funds holding DD

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LifePlan Financial Group held its DuPont de Nemours (DD) position steady in Q3 2020 at 208 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #375.

LifePlan Financial Group first reported a position in DD in Q1 2018 and has held it in 11 quarters since. The position peaked at $48K in Q2 2018. 1,186 funds tracked by Wall St. Rank hold DD as of Q3 2020.

LifePlan Financial Group held 208 shares of DuPont de Nemours worth $14K as of Q3 2020.
LifePlan Financial Group left its DuPont de Nemours share count unchanged in Q3 2020.
DuPont de Nemours made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #375 holding.
LifePlan Financial Group first reported a position in DuPont de Nemours in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's DuPont de Nemours position peaked at $48K in Q2 2018.
1,186 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2020.

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