Empower Advisory Group
ICUI icon

Empower Advisory Group’s ICU Medical ICUI Stock Holding History

Empower Advisory Group’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-78,423
Closed -$7.82M – 504
2023
Q4 		$7.82M Buy
78,423
+6,278
+9% +$614K 0.03% 176
2023
Q3 		$8.59M Buy
72,145
+5,534
+8% +$826K 0.04% 163
2023
Q2 		$11.9M Buy
66,611
+1,822
+3% +$334K 0.05% 152
2023
Q1 		$10.4M Buy
+64,789
New +$11.1M 0.05% 165

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Empower Advisory Group's ICUI Position: Q1 2024 in Review

Empower Advisory Group sold out of ICU Medical (ICUI) in Q1 2024, closing a stake of 78,423 shares — an estimated $7.82M sold.

Empower Advisory Group first reported a position in ICUI in Q1 2023 and held it in 4 quarters. The position peaked at $11.9M in Q2 2023. 252 funds tracked by Wall St. Rank hold ICUI as of Q1 2024.

  • Empower Advisory Group reported no remaining ICU Medical position as of Q1 2024 after selling out during the quarter.
  • Empower Advisory Group sold 78,423 ICU Medical shares in Q1 2024, an estimated $7.82M.
  • Empower Advisory Group first reported a position in ICU Medical in Q1 2023 and held it in 4 quarters.
  • Empower Advisory Group's ICU Medical position peaked at $11.9M in Q2 2023.
  • 252 funds tracked by Wall St. Rank held ICU Medical as of Q1 2024.

Based on Empower Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.