BG
HDV

Benedetti & Gucer’s iShares Core High Dividend ETF HDV Stock Holding History

Benedetti & Gucer’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$7.44M Buy
337,410
+69,405
+26% +$1.46M 3.69% 6
2023
Q4 		$5.47M Buy
+268,005
New +$5.28M 2.86% 6

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Benedetti & Gucer's HDV Position: Q1 2024 in Review

Benedetti & Gucer increased its iShares Core High Dividend ETF (HDV) stake by 26% in Q1 2024, buying an estimated $1.46M and bringing the position to 337,410 shares worth $7.44M. The position accounts for 3.69% of the portfolio, ranked #6.

Benedetti & Gucer first reported a position in HDV in Q4 2023 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold HDV as of Q1 2024.

  • Benedetti & Gucer held 337,410 shares of iShares Core High Dividend ETF worth $7.44M as of Q1 2024.
  • Benedetti & Gucer bought 69,405 iShares Core High Dividend ETF shares in Q1 2024, an estimated $1.46M.
  • iShares Core High Dividend ETF made up 3.69% of Benedetti & Gucer's portfolio in Q1 2024, its #6 holding.
  • Benedetti & Gucer first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 2 quarters since.
  • 713 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.