Vickerman & Driscoll Financial Advisors’s Costco COST Stock Holding History

Vickerman & Driscoll Financial Advisors’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$628K	Buy	2,203 +28	+1%	+$8.5K	0.39%	47
2019 Q4	$639K	Sell	2,175 -15	-0.7%	-$4.46K	0.32%	50
2019 Q3	$631K	Sell	2,190 -24	-1%	-$6.75K	0.35%	52
2019 Q2	$585K	Hold	2,214	–	–	0.32%	54
2019 Q1	$536K	Buy	2,214 +39	+2%	+$8.53K	0.3%	61
2018 Q4	$443K	Sell	2,175 -122	-5%	-$27.2K	0.34%	59
2018 Q3	$540K	Buy	2,297 +37	+2%	+$8.34K	0.38%	58
2018 Q2	$472K	Sell	2,260 -1,473	-39%	-$291K	0.34%	58
2018 Q1	$703K	Sell	3,733 -105	-3%	-$19.8K	0.52%	58
2017 Q4	$714K	Buy	+3,838	New	+$663K	0.56%	61

Other funds holding COST

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's COST Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its Costco (COST) stake by 1.3% in Q1 2020, buying an estimated $8.5K and bringing the position to 2,203 shares worth $628K. The position accounts for 0.39% of the portfolio, ranked #47.

Vickerman & Driscoll Financial Advisors first reported a position in COST in Q4 2017 and has held it in 10 quarters since. The position peaked at $714K in Q4 2017. 2,050 funds tracked by Wall St. Rank hold COST as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 2,203 shares of Costco worth $628K as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 28 Costco shares in Q1 2020, an estimated $8.5K.
Costco made up 0.39% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #47 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Costco in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's Costco position peaked at $714K in Q4 2017.
2,050 funds tracked by Wall St. Rank held Costco as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.