Cambridge Trust’s iShares US Medical Devices ETF IHI Stock Holding History

Cambridge Trust’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,800	Closed	-$97.1K	–	686
2023 Q4	$97.1K	Sell	1,800 -236	-12%	-$11.5K	﹤0.01%	341
2023 Q3	$98.7K	Sell	2,036 -640	-24%	-$34K	﹤0.01%	342
2023 Q2	$151K	Hold	2,676	–	–	0.01%	312
2023 Q1	$144K	Hold	2,676	–	–	0.01%	312
2022 Q4	$141K	Hold	2,676	–	–	0.01%	322
2022 Q3	$126K	Hold	2,676	–	–	0.01%	331
2022 Q2	$135K	Hold	2,676	–	–	0.01%	353
2022 Q1	$163K	Hold	2,676	–	–	0.01%	361
2021 Q4	$176K	Buy	+2,676	New	+$171K	0.01%	349

Other funds holding IHI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cambridge Trust's IHI Position: Q1 2024 in Review

Cambridge Trust sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 1,800 shares — an estimated $97.1K sold.

Cambridge Trust first reported a position in IHI in Q4 2021 and held it in 9 quarters. The position peaked at $176K in Q4 2021. 583 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

Cambridge Trust reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
Cambridge Trust sold 1,800 iShares US Medical Devices ETF shares in Q1 2024, an estimated $97.1K.
Cambridge Trust first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 9 quarters.
Cambridge Trust's iShares US Medical Devices ETF position peaked at $176K in Q4 2021.
583 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.