Banque Cantonale Vaudoise’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Banque Cantonale Vaudoise’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,200	Closed	-$81K	–	1124
2023 Q3	$81K	Buy	+2,200	New	+$85.7K	﹤0.01%	879
2021 Q2	–	Sell	-1,380	Closed	-$72K	–	1257
2021 Q1	$72K	Buy	+1,380	New	+$67.2K	﹤0.01%	955

Other funds holding KBE

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Banque Cantonale Vaudoise's KBE Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2023, closing a stake of 2,200 shares — an estimated $81K sold.

Banque Cantonale Vaudoise first reported a position in KBE in Q1 2021 and held it in 2 quarters. The position peaked at $81K in Q3 2023. 232 funds tracked by Wall St. Rank hold KBE as of Q4 2023.

Banque Cantonale Vaudoise reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2023 after selling out during the quarter.
Banque Cantonale Vaudoise sold 2,200 State Street SPDR S&P Bank ETF shares in Q4 2023, an estimated $81K.
Banque Cantonale Vaudoise first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and held it in 2 quarters.
Banque Cantonale Vaudoise's State Street SPDR S&P Bank ETF position peaked at $81K in Q3 2023.
232 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.