LifePlan Financial Group’s Packaging Corp of America PKG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$391K	Hold	3,586	–	–	0.17%	92
2020 Q2	$358K	Hold	3,586	–	–	0.16%	91
2020 Q1	$311K	Hold	3,586	–	–	0.17%	95
2019 Q4	$402K	Hold	3,586	–	–	0.18%	91
2019 Q3	$380K	Hold	3,586	–	–	0.18%	93
2019 Q2	$342K	Hold	3,586	–	–	0.16%	98
2019 Q1	$356K	Hold	3,586	–	–	0.19%	89
2018 Q4	$299K	Sell	3,586 -500	-12%	-$46.5K	0.19%	91
2018 Q3	$448K	Hold	4,086	–	–	0.24%	72
2018 Q2	$457K	Hold	4,086	–	–	0.26%	66
2018 Q1	$460K	Hold	4,086	–	–	0.27%	61
2017 Q4	$469K	Hold	4,086	–	–	0.3%	61
2017 Q3	$469K	Hold	4,086	–	–	0.3%	61
2017 Q2	$455K	Hold	4,086	–	–	0.31%	67
2017 Q1	$374K	Hold	4,086	–	–	0.26%	74
2016 Q4	$347K	Hold	4,086	–	–	0.24%	84
2016 Q3	$332K	Hold	4,086	–	–	0.23%	77
2016 Q2	$273K	Hold	4,086	–	–	0.19%	86
2016 Q1	$247K	Hold	4,086	–	–	0.18%	86
2015 Q4	$258K	Sell	4,086 -450	-10%	-$29.7K	0.18%	77
2015 Q3	$273K	Buy	+4,536	New	+$303K	0.2%	75
2014 Q2	–	Sell	-500	Closed	-$35K	–	173
2014 Q1	$35K	Hold	500	–	–	0.03%	129
2013 Q4	$32K	Hold	500	–	–	0.02%	119
2013 Q3	$29K	Buy	+500	New	+$27.1K	0.02%	116

Other funds holding PKG

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

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

LifePlan Financial Group held its Packaging Corp of America (PKG) position steady in Q3 2020 at 3,586 shares worth $391K. The position accounts for 0.17% of the portfolio, ranked #92.

LifePlan Financial Group first reported a position in PKG in Q3 2013 and has held it in 24 quarters since. The position peaked at $469K in Q4 2017. 533 funds tracked by Wall St. Rank hold PKG as of Q3 2020.

LifePlan Financial Group held 3,586 shares of Packaging Corp of America worth $391K as of Q3 2020.
LifePlan Financial Group left its Packaging Corp of America share count unchanged in Q3 2020.
Packaging Corp of America made up 0.17% of LifePlan Financial Group's portfolio in Q3 2020, its #92 holding.
LifePlan Financial Group first reported a position in Packaging Corp of America in Q3 2013 and has held it in 24 quarters since.
LifePlan Financial Group's Packaging Corp of America position peaked at $469K in Q4 2017.
533 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2020.

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