LifePlan Financial Group’s Newmark Group NMRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$16K	Hold	3,653	–	–	0.01%	364
2020 Q2	$18K	Hold	3,653	–	–	0.01%	352
2020 Q1	$16K	Hold	3,653	–	–	0.01%	345
2019 Q4	$49K	Hold	3,653	–	–	0.02%	251
2019 Q3	$33K	Hold	3,653	–	–	0.02%	288
2019 Q2	$33K	Hold	3,653	–	–	0.02%	286
2019 Q1	$30K	Hold	3,653	–	–	0.02%	300
2018 Q4	$29K	Buy	+3,653	New	+$34.6K	0.02%	290

Other funds holding NMRK

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

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

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

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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

LifePlan Financial Group held its Newmark Group (NMRK) position steady in Q3 2020 at 3,653 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #364.

LifePlan Financial Group first reported a position in NMRK in Q4 2018 and has held it in 8 quarters since. The position peaked at $49K in Q4 2019. 198 funds tracked by Wall St. Rank hold NMRK as of Q3 2020.

LifePlan Financial Group held 3,653 shares of Newmark Group worth $16K as of Q3 2020.
LifePlan Financial Group left its Newmark Group share count unchanged in Q3 2020.
Newmark Group made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #364 holding.
LifePlan Financial Group first reported a position in Newmark Group in Q4 2018 and has held it in 8 quarters since.
LifePlan Financial Group's Newmark Group position peaked at $49K in Q4 2019.
198 funds tracked by Wall St. Rank held Newmark Group as of Q3 2020.

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