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LifePlan Financial Group’s Levi Strauss LEVI Stock Holding History

LifePlan Financial Group’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
2019
Q4 		– Sell
-700
Closed -$13K – 566
2019
Q3 		$13K Hold
700
– – 0.01% 391
2019
Q2 		$15K Buy
+700
New +$15.4K 0.01% 371

Other funds holding LEVI

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LifePlan Financial Group's LEVI Position: Q4 2019 in Review

LifePlan Financial Group sold out of Levi Strauss (LEVI) in Q4 2019, closing a stake of 700 shares — an estimated $13K sold.

LifePlan Financial Group first reported a position in LEVI in Q2 2019 and held it in 2 quarters. The position peaked at $15K in Q2 2019. 152 funds tracked by Wall St. Rank hold LEVI as of Q4 2019.

  • LifePlan Financial Group reported no remaining Levi Strauss position as of Q4 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 700 Levi Strauss shares in Q4 2019, an estimated $13K.
  • LifePlan Financial Group first reported a position in Levi Strauss in Q2 2019 and held it in 2 quarters.
  • LifePlan Financial Group's Levi Strauss position peaked at $15K in Q2 2019.
  • 152 funds tracked by Wall St. Rank held Levi Strauss as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.