Compagnie Lombard Odier SCmA’s iShares US Healthcare ETF IYH Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-405	Closed	-$25.1K	–	468
2024 Q1	$25.1K	Hold	405	–	–	﹤0.01%	392
2023 Q4	$23.2K	Hold	405	–	–	﹤0.01%	458
2023 Q3	$21.9K	Hold	405	–	–	﹤0.01%	480
2023 Q2	$22.7K	Sell	405 -750	-65%	-$41.7K	﹤0.01%	476
2023 Q1	$63.1K	Sell	1,155 -250	-18%	-$13.7K	﹤0.01%	418
2022 Q4	$80K	Hold	1,405	–	–	﹤0.01%	419
2022 Q3	$71K	Hold	1,405	–	–	﹤0.01%	430
2022 Q2	$76K	Buy	1,405 +1,000	+247%	+$54.9K	﹤0.01%	406
2022 Q1	$23K	Hold	405	–	–	﹤0.01%	512
2021 Q4	$24K	Sell	405 -250	-38%	-$14.3K	﹤0.01%	566
2021 Q3	$36K	Hold	655	–	–	﹤0.01%	525
2021 Q2	$36K	Buy	+655	New	+$34.7K	﹤0.01%	517
2015 Q4	–	Sell	-6,000	Closed	-$168K	–	951
2015 Q3	$168K	Buy	+6,000	New	+$187K	0.01%	433

Other funds holding IYH

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Compagnie Lombard Odier SCmA's IYH Position: Q2 2024 in Review

Compagnie Lombard Odier SCmA sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 405 shares — an estimated $25.1K sold.

Compagnie Lombard Odier SCmA first reported a position in IYH in Q3 2015 and held it in 13 quarters. The position peaked at $168K in Q3 2015. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

Compagnie Lombard Odier SCmA reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 405 iShares US Healthcare ETF shares in Q2 2024, an estimated $25.1K.
Compagnie Lombard Odier SCmA first reported a position in iShares US Healthcare ETF in Q3 2015 and held it in 13 quarters.
Compagnie Lombard Odier SCmA's iShares US Healthcare ETF position peaked at $168K in Q3 2015.
493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2024, filed 18 Jul 2024.