Ellevest Inc’s Logitech LOGI Stock Holding History

Ellevest Inc’s Portfolio LOGI Stock Details LOGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4	Closed	–	–	1547
2022 Q1	$0	Sell	4 -10	-71%	-$775	﹤0.01%	1531
2021 Q4	$1K	Sell	14 -153	-92%	-$12.8K	﹤0.01%	1296
2021 Q3	$15K	Sell	167 -1,777	-91%	-$192K	﹤0.01%	730
2021 Q2	$235K	Sell	1,944 -114	-6%	-$13.3K	0.02%	223
2021 Q1	$215K	Buy	2,058 +236	+13%	+$24.8K	0.03%	207
2020 Q4	$177K	Buy	1,822 +1,165	+177%	+$101K	0.03%	189
2020 Q3	$51K	Buy	+657	New	+$47K	0.01%	369

Other funds holding LOGI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ellevest Inc's LOGI Position: Q2 2022 in Review

Ellevest Inc sold out of Logitech (LOGI) in Q2 2022, closing a stake of 4 shares.

Ellevest Inc first reported a position in LOGI in Q3 2020 and held it in 7 quarters. The position peaked at $235K in Q2 2021. 252 funds tracked by Wall St. Rank hold LOGI as of Q2 2022.

Ellevest Inc reported no remaining Logitech position as of Q2 2022 after selling out during the quarter.
Ellevest Inc sold 4 Logitech shares in Q2 2022.
Ellevest Inc first reported a position in Logitech in Q3 2020 and held it in 7 quarters.
Ellevest Inc's Logitech position peaked at $235K in Q2 2021.
252 funds tracked by Wall St. Rank held Logitech as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.