EWM
ICUI icon

Executive Wealth Management’s ICU Medical ICUI Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-73
Closed -$18K – 427
2019
Q2 		$18K Hold
73
– – ﹤0.01% 487
2019
Q1 		$17K Hold
73
– – ﹤0.01% 446
2018
Q4 		$17K Buy
+73
New +$18K ﹤0.01% 455

Other funds holding ICUI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Executive Wealth Management's ICUI Position: Q3 2019 in Review

Executive Wealth Management sold out of ICU Medical (ICUI) in Q3 2019, closing a stake of 73 shares — an estimated $18K sold.

Executive Wealth Management first reported a position in ICUI in Q4 2018 and held it in 3 quarters. The position peaked at $18K in Q2 2019. 260 funds tracked by Wall St. Rank hold ICUI as of Q3 2019.

  • Executive Wealth Management reported no remaining ICU Medical position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 73 ICU Medical shares in Q3 2019, an estimated $18K.
  • Executive Wealth Management first reported a position in ICU Medical in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's ICU Medical position peaked at $18K in Q2 2019.
  • 260 funds tracked by Wall St. Rank held ICU Medical as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.