MPS Loria Financial Planners’s Illinois Tool Works ITW Stock Holding History

MPS Loria Financial Planners’s Portfolio ITW Stock Details ITW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-139	Closed	-$30K	–	337
2021 Q1	$30K	Hold	139	–	–	0.01%	205
2020 Q4	$28K	Buy	+139	New	+$28.4K	0.01%	207
2019 Q1	–	Sell	-46,191	Closed	-$5.85M	–	74
2018 Q4	$5.85M	Sell	46,191 -2,255	-5%	-$297K	4.2%	6
2018 Q3	$6.84M	Hold	48,446	–	–	4.28%	5
2018 Q2	$6.71M	Hold	48,446	–	–	6.76%	4
2018 Q1	$7.59M	Hold	48,446	–	–	5.35%	5
2017 Q4	$8.08M	Hold	48,446	–	–	5.52%	5
2017 Q3	$7.17M	Hold	48,446	–	–	5.13%	5
2017 Q2	$6.74M	Buy	+48,446	New	+$6.76M	4.51%	5

Other funds holding ITW

BHM

Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

MPS Loria Financial Planners's ITW Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Illinois Tool Works (ITW) in Q2 2021, closing a stake of 139 shares — an estimated $30K sold.

MPS Loria Financial Planners first reported a position in ITW in Q2 2017 and held it in 9 quarters. The position peaked at $8.08M in Q4 2017. 1,507 funds tracked by Wall St. Rank hold ITW as of Q2 2021.

MPS Loria Financial Planners reported no remaining Illinois Tool Works position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 139 Illinois Tool Works shares in Q2 2021, an estimated $30K.
MPS Loria Financial Planners first reported a position in Illinois Tool Works in Q2 2017 and held it in 9 quarters.
MPS Loria Financial Planners's Illinois Tool Works position peaked at $8.08M in Q4 2017.
1,507 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.