MLFP
ZEPP

MPS Loria Financial Planners’s Zepp Health ZEPP Stock Holding History

MPS Loria Financial Planners’s Portfolio ZEPP Stock Details ZEPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-250
Closed -$13K – 643
2020
Q4 		$13K Buy
+250
New +$12.5K 0.01% 279

Other funds holding ZEPP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FC
Franchise Capital Grand Cayman, Cayman Islands $230M AUM 49.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MPS Loria Financial Planners's ZEPP Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of Zepp Health (ZEPP) in Q1 2021, closing a stake of 250 shares — an estimated $13K sold.

MPS Loria Financial Planners first reported a position in ZEPP in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 65 funds tracked by Wall St. Rank hold ZEPP as of Q1 2021.

  • MPS Loria Financial Planners reported no remaining Zepp Health position as of Q1 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 250 Zepp Health shares in Q1 2021, an estimated $13K.
  • MPS Loria Financial Planners first reported a position in Zepp Health in Q4 2020 and held it in 1 quarter.
  • MPS Loria Financial Planners's Zepp Health position peaked at $13K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held Zepp Health as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.