Factory Mutual Insurance’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Factory Mutual Insurance’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-103,000	Closed	-$10.6M	–	147
2022 Q3	$10.6M	Sell	103,000 -87,000	-46%	-$9.59M	0.17%	124
2022 Q2	$20.9M	Hold	190,000	–	–	0.34%	90
2022 Q1	$23M	Hold	190,000	–	–	0.31%	100
2021 Q4	$24.5M	Buy	+190,000	New	+$25.3M	0.35%	94

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Factory Mutual Insurance's LQD Position: Q4 2022 in Review

Factory Mutual Insurance sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 103,000 shares — an estimated $10.6M sold.

Factory Mutual Insurance first reported a position in LQD in Q4 2021 and held it in 4 quarters. The position peaked at $24.5M in Q4 2021. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Factory Mutual Insurance reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Factory Mutual Insurance sold 103,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $10.6M.
Factory Mutual Insurance first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Factory Mutual Insurance's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $24.5M in Q4 2021.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Factory Mutual Insurance's 13F filing for Q4 2022, filed 2 Feb 2023.