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Cavalier Investments’s iShares US Medical Devices ETF IHI Stock Holding History

Cavalier Investments’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
-86,856
Closed -$4.69M – 89
2023
Q4 		$4.69M Buy
86,856
+2,122
+3% +$104K 1.73% 15
2023
Q3 		$4.11M Buy
84,734
+3,110
+4% +$165K 1.61% 17
2023
Q2 		$4.61M Buy
81,624
+5,212
+7% +$287K 1.68% 15
2023
Q1 		$4.12M Buy
76,412
+4,460
+6% +$237K 1.69% 27
2022
Q4 		$3.78M Sell
71,952
-3,737
-5% -$190K 1.36% 27
2022
Q3 		$3.57M Sell
75,689
-6,570
-8% -$341K 1.29% 27
2022
Q2 		$4.15M Buy
82,259
+1,267
+2% +$69.1K 1.45% 25
2022
Q1 		$4.94M Buy
80,992
+6,170
+8% +$368K 1.29% 33
2021
Q4 		$4.93M Buy
74,822
+13,417
+22% +$859K 1.28% 30
2021
Q3 		$3.85M Buy
61,405
+11,023
+22% +$703K 1.22% 30
2021
Q2 		$3.03M Buy
50,382
+3,042
+6% +$176K 1.09% 35
2021
Q1 		$2.61M Buy
47,340
+3,150
+7% +$175K 1.13% 33
2020
Q4 		$2.41M Sell
44,190
-43,692
-50% -$2.28M 1.1% 34
2020
Q3 		$4.39M Sell
87,882
-96,000
-52% -$4.65M 2.98% 13
2020
Q2 		$8.11M Buy
183,882
+2,412
+1% +$103K 4.69% 6
2020
Q1 		$6.82M Buy
181,470
+51,444
+40% +$2.17M 4.03% 5
2019
Q4 		$5.73M Buy
+130,026
New +$5.47M 2.48% 7
2019
Q3 		– Sell
-80,034
Closed -$3.21M – 128
2019
Q2 		$3.21M Hold
80,034
– – 1.34% 23
2019
Q1 		$3.09M Hold
80,034
– – 1.27% 15
2018
Q4 		$2.67M Sell
80,034
-39,102
-33% -$1.35M 0.86% 17
2018
Q3 		$4.52M Buy
119,136
+4,998
+4% +$178K 1.31% 16
2018
Q2 		$3.82M Buy
114,138
+2,880
+3% +$93.8K 1.29% 12
2018
Q1 		$3.43M Buy
111,258
+4,530
+4% +$140K 1.21% 15
2017
Q4 		$3.09M Buy
106,728
+12,804
+14% +$369K 1.23% 22
2017
Q3 		$2.62M Buy
93,924
+42,258
+82% +$1.17M 1.26% 24
2017
Q2 		$1.3M Hold
51,666
– – 0.73% 25
2017
Q1 		$1.3M Buy
+51,666
New +$1.25M 0.73% 23

Other funds holding IHI

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cavalier Investments's IHI Position: Q1 2024 in Review

Cavalier Investments sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 86,856 shares — an estimated $4.69M sold.

Cavalier Investments first reported a position in IHI in Q1 2017 and held it in 27 quarters. The position peaked at $8.11M in Q2 2020. 581 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

  • Cavalier Investments reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
  • Cavalier Investments sold 86,856 iShares US Medical Devices ETF shares in Q1 2024, an estimated $4.69M.
  • Cavalier Investments first reported a position in iShares US Medical Devices ETF in Q1 2017 and held it in 27 quarters.
  • Cavalier Investments's iShares US Medical Devices ETF position peaked at $8.11M in Q2 2020.
  • 581 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Cavalier Investments's 13F filing for Q1 2024, filed 26 Apr 2024.