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Covington Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Covington Capital Management’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$42K Hold
1,990
– – ﹤0.01% 591
2022
Q2 		$50K Hold
1,990
– – ﹤0.01% 561
2022
Q1 		$59K Hold
1,990
– – ﹤0.01% 555
2021
Q4 		$65K Buy
+1,990
New +$64K ﹤0.01% 511

Other funds holding IYZ

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Covington Capital Management's IYZ Position: Q3 2022 in Review

Covington Capital Management held its iShares US Telecommunications ETF (IYZ) position steady in Q3 2022 at 1,990 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Covington Capital Management first reported a position in IYZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $65K in Q4 2021. 128 funds tracked by Wall St. Rank hold IYZ as of Q3 2022.

  • Covington Capital Management held 1,990 shares of iShares US Telecommunications ETF worth $42K as of Q3 2022.
  • Covington Capital Management left its iShares US Telecommunications ETF share count unchanged in Q3 2022.
  • iShares US Telecommunications ETF made up ﹤0.01% of Covington Capital Management's portfolio in Q3 2022, its #591 holding.
  • Covington Capital Management first reported a position in iShares US Telecommunications ETF in Q4 2021 and has held it in 4 quarters since.
  • Covington Capital Management's iShares US Telecommunications ETF position peaked at $65K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2022.

Based on Covington Capital Management's 13F filing for Q3 2022, filed 15 Nov 2022.