Balasa Dinverno & Foltz’s ING ING Stock Holding History

Balasa Dinverno & Foltz’s Portfolio ING Stock Details ING Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$133K	Buy	15,614 +4,768	+44%	+$44.2K	0.01%	330
2022 Q2	$108K	Buy	10,846 +29	+0.3%	+$296	0.01%	329
2022 Q1	$113K	Sell	10,817 -509	-4%	-$6.63K	0.01%	339
2021 Q4	$158K	Buy	11,326 +595	+6%	+$8.64K	0.01%	339
2021 Q3	$155K	Sell	10,731 -1,768	-14%	-$23.6K	0.01%	324
2021 Q2	$165K	Buy	12,499 +532	+4%	+$6.97K	0.01%	324
2021 Q1	$146K	Sell	11,967 -8,939	-43%	-$95K	0.01%	302
2020 Q4	$197K	Buy	20,906 +8,939	+75%	+$76.7K	0.02%	285
2020 Q3	$85K	Buy	11,967 +182	+2%	+$1.39K	0.01%	256
2020 Q2	$81K	Buy	+11,785	New	+$71.5K	0.01%	236

Other funds holding ING

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Balasa Dinverno & Foltz's ING Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its ING (ING) stake by 44% in Q3 2022, buying an estimated $44.2K and bringing the position to 15,614 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #330.

Balasa Dinverno & Foltz first reported a position in ING in Q2 2020 and has held it in 10 quarters since. The position peaked at $197K in Q4 2020. 298 funds tracked by Wall St. Rank hold ING as of Q3 2022.

Balasa Dinverno & Foltz held 15,614 shares of ING worth $133K as of Q3 2022.
Balasa Dinverno & Foltz bought 4,768 ING shares in Q3 2022, an estimated $44.2K.
ING made up 0.01% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #330 holding.
Balasa Dinverno & Foltz first reported a position in ING in Q2 2020 and has held it in 10 quarters since.
Balasa Dinverno & Foltz's ING position peaked at $197K in Q4 2020.
298 funds tracked by Wall St. Rank held ING as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.