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Safeguard Investment Advisory Group’s Levi Strauss LEVI Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-101
Closed -$2K – 429
2020
Q4 		$2K Buy
+101
New +$1.81K ﹤0.01% 627

Other funds holding LEVI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Safeguard Investment Advisory Group's LEVI Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Levi Strauss (LEVI) in Q1 2021, closing a stake of 101 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in LEVI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 179 funds tracked by Wall St. Rank hold LEVI as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Levi Strauss position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 101 Levi Strauss shares in Q1 2021, an estimated $2K.
  • Safeguard Investment Advisory Group first reported a position in Levi Strauss in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Levi Strauss position peaked at $2K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held Levi Strauss as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.