Barometer Capital Management
IXJ icon

Barometer Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Barometer Capital Management’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-18,800
Closed -$1.15M – 137
2020
Q1 		$1.15M Sell
18,800
-7,600
-29% -$501K 0.34% 57
2019
Q4 		$1.82M Buy
+26,400
New +$1.71M 0.29% 75
2019
Q1 		– Sell
-67,200
Closed -$3.81M – 151
2018
Q4 		$3.81M Buy
67,200
+22,500
+50% +$1.35M 0.78% 46
2018
Q3 		$2.82M Buy
+44,700
New +$2.7M 0.22% 124

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Richard Bernstein Advisors
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barometer Capital Management's IXJ Position: Q2 2020 in Review

Barometer Capital Management sold out of iShares Global Healthcare ETF (IXJ) in Q2 2020, closing a stake of 18,800 shares — an estimated $1.15M sold.

Barometer Capital Management first reported a position in IXJ in Q3 2018 and held it in 4 quarters. The position peaked at $3.81M in Q4 2018. 203 funds tracked by Wall St. Rank hold IXJ as of Q2 2020.

  • Barometer Capital Management reported no remaining iShares Global Healthcare ETF position as of Q2 2020 after selling out during the quarter.
  • Barometer Capital Management sold 18,800 iShares Global Healthcare ETF shares in Q2 2020, an estimated $1.15M.
  • Barometer Capital Management first reported a position in iShares Global Healthcare ETF in Q3 2018 and held it in 4 quarters.
  • Barometer Capital Management's iShares Global Healthcare ETF position peaked at $3.81M in Q4 2018.
  • 203 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2020.

Based on Barometer Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.