Bessemer Group’s iShares US Utilities ETF IDU Stock Holding History

Bessemer Group’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-440	Closed	-$39K	–	1877
2021 Q4	$39K	Buy	+440	New	+$36.8K	﹤0.01%	1167
2013 Q3	–	Sell	-1,684	Closed	-$80K	–	1300
2013 Q2	$80K	Buy	+1,684	New	+$82.2K	﹤0.01%	686

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCB

Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

Bessemer Group's IDU Position: Q1 2022 in Review

Bessemer Group sold out of iShares US Utilities ETF (IDU) in Q1 2022, closing a stake of 440 shares — an estimated $39K sold.

Bessemer Group first reported a position in IDU in Q2 2013 and held it in 2 quarters. The position peaked at $80K in Q2 2013. 210 funds tracked by Wall St. Rank hold IDU as of Q1 2022.

Bessemer Group reported no remaining iShares US Utilities ETF position as of Q1 2022 after selling out during the quarter.
Bessemer Group sold 440 iShares US Utilities ETF shares in Q1 2022, an estimated $39K.
Bessemer Group first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 2 quarters.
Bessemer Group's iShares US Utilities ETF position peaked at $80K in Q2 2013.
210 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2022.

Based on Bessemer Group's 13F filing for Q1 2022, filed 12 May 2022.