LifePlan Financial Group’s Flowers Foods FLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$25K	Hold	1,021	–	–	0.01%	317
2020 Q2	$23K	Hold	1,021	–	–	0.01%	316
2020 Q1	$21K	Hold	1,021	–	–	0.01%	302
2019 Q4	$22K	Hold	1,021	–	–	0.01%	335
2019 Q3	$24K	Hold	1,021	–	–	0.01%	324
2019 Q2	$24K	Hold	1,021	–	–	0.01%	321
2019 Q1	$22K	Hold	1,021	–	–	0.01%	337
2018 Q4	$19K	Hold	1,021	–	–	0.01%	336
2018 Q3	$19K	Hold	1,021	–	–	0.01%	339
2018 Q2	$21K	Hold	1,021	–	–	0.01%	328
2018 Q1	$22K	Buy	+1,021	New	+$20.6K	0.01%	308

Other funds holding FLO

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

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

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

LifePlan Financial Group held its Flowers Foods (FLO) position steady in Q3 2020 at 1,021 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #317.

LifePlan Financial Group first reported a position in FLO in Q1 2018 and has held it in 11 quarters since. 345 funds tracked by Wall St. Rank hold FLO as of Q3 2020.

LifePlan Financial Group held 1,021 shares of Flowers Foods worth $25K as of Q3 2020.
LifePlan Financial Group left its Flowers Foods share count unchanged in Q3 2020.
Flowers Foods made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #317 holding.
LifePlan Financial Group first reported a position in Flowers Foods in Q1 2018 and has held it in 11 quarters since.
345 funds tracked by Wall St. Rank held Flowers Foods as of Q3 2020.

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