Eldridge Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Eldridge Investment Advisors’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-53,240	Closed	-$1.05M	–	147
2023 Q3	$1.05M	Buy	+53,240	New	+$1.09M	0.35%	60
2020 Q1	–	Sell	-11,340	Closed	-$222K	–	92
2019 Q4	$222K	Hold	11,340	–	–	0.11%	89
2019 Q3	$214K	Hold	11,340	–	–	0.11%	89
2019 Q2	$214K	Buy	+11,340	New	+$213K	0.11%	80

Other funds holding HDV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Eldridge Investment Advisors's HDV Position: Q4 2023 in Review

Eldridge Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2023, closing a stake of 53,240 shares — an estimated $1.05M sold.

Eldridge Investment Advisors first reported a position in HDV in Q2 2019 and held it in 4 quarters. The position peaked at $1.05M in Q3 2023. 721 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

Eldridge Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2023 after selling out during the quarter.
Eldridge Investment Advisors sold 53,240 iShares Core High Dividend ETF shares in Q4 2023, an estimated $1.05M.
Eldridge Investment Advisors first reported a position in iShares Core High Dividend ETF in Q2 2019 and held it in 4 quarters.
Eldridge Investment Advisors's iShares Core High Dividend ETF position peaked at $1.05M in Q3 2023.
721 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on Eldridge Investment Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.