Azimuth Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Azimuth Capital Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,180	Closed	-$265K	–	330
2021 Q3	$265K	Sell	10,180 -900	-8%	-$22.3K	0.01%	293
2021 Q2	$298K	Hold	11,080	–	–	0.01%	289
2021 Q1	$272K	Hold	11,080	–	–	0.01%	291
2020 Q4	$210K	Buy	+11,080	New	+$191K	0.01%	297
2020 Q2	–	Sell	-55,750	Closed	-$810K	–	274
2020 Q1	$810K	Buy	55,750 +47,650	+588%	+$1.13M	0.06%	211
2019 Q4	$243K	Buy	+8,100	New	+$240K	0.01%	268
2019 Q1	–	Sell	-158,100	Closed	-$4.53M	–	286
2018 Q4	$4.53M	Buy	+158,100	New	+$5.29M	0.35%	98

Other funds holding XLE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Azimuth Capital Management's XLE Position: Q4 2021 in Review

Azimuth Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 10,180 shares — an estimated $265K sold.

Azimuth Capital Management first reported a position in XLE in Q4 2018 and held it in 7 quarters. The position peaked at $4.53M in Q4 2018. 1,383 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

Azimuth Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Azimuth Capital Management sold 10,180 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $265K.
Azimuth Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 7 quarters.
Azimuth Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $4.53M in Q4 2018.
1,383 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Azimuth Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.