Blue Trust Inc’s Zepp Health ZEPP Stock Holding History

Blue Trust Inc’s Portfolio ZEPP Stock Details ZEPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11	Closed	–	–	2749
2023 Q4	$0	Buy	+11	New	+$55	﹤0.01%	2716

Other funds holding ZEPP

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Blue Trust Inc's ZEPP Position: Q1 2024 in Review

Blue Trust Inc sold out of Zepp Health (ZEPP) in Q1 2024, closing a stake of 11 shares.

Blue Trust Inc first reported a position in ZEPP in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 18 funds tracked by Wall St. Rank hold ZEPP as of Q1 2024.

Blue Trust Inc reported no remaining Zepp Health position as of Q1 2024 after selling out during the quarter.
Blue Trust Inc sold 11 Zepp Health shares in Q1 2024.
Blue Trust Inc first reported a position in Zepp Health in Q4 2023 and held it in 1 quarter.
Blue Trust Inc's Zepp Health position peaked at $0 in Q4 2023.
18 funds tracked by Wall St. Rank held Zepp Health as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.