Fukoku Mutual Life Insurance’s iShares Core High Dividend ETF HDV Stock Holding History

Fukoku Mutual Life Insurance’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 Q2	–	Sell	-1,580,000	Closed	-$32.1M	–	274
2023 Q1	$32.1M	Hold	1,580,000	–	–	2.91%	8
2022 Q4	$32.9M	Hold	1,580,000	–	–	2.78%	9
2022 Q3	$28.8M	Hold	1,580,000	–	–	2.71%	10
2022 Q2	$31.7M	Hold	1,580,000	–	–	2.69%	11
2022 Q1	$33.8M	Hold	1,580,000	–	–	2.56%	11
2021 Q4	$31.9M	Hold	1,580,000	–	–	2.36%	12
2021 Q3	$29.8M	Hold	1,580,000	–	–	2.33%	11
2021 Q2	$30.5M	Hold	1,580,000	–	–	2.44%	11
2021 Q1	$30M	Hold	1,580,000	–	–	2.89%	9
2020 Q4	$27.7M	Hold	1,580,000	–	–	2.86%	8
2020 Q3	$25.4M	Hold	1,580,000	–	–	2.69%	9
2020 Q2	$25.6M	Buy	1,580,000 +470,000	+42%	+$7.59M	2.9%	8
2020 Q1	$15.9M	Hold	1,110,000	–	–	2.3%	13
2019 Q4	$21.8M	Hold	1,110,000	–	–	2.38%	10
2019 Q3	$20.9M	Hold	1,110,000	–	–	2.42%	9
2019 Q2	$21M	Hold	1,110,000	–	–	2.56%	9
2019 Q1	$20.7M	Hold	1,110,000	–	–	2.66%	9
2018 Q4	$18.7M	Hold	1,110,000	–	–	2.6%	8
2018 Q3	$20.1M	Hold	1,110,000	–	–	2.58%	7
2018 Q2	$18.9M	Hold	1,110,000	–	–	2.68%	7
2018 Q1	$18.8M	Hold	1,110,000	–	–	2.88%	5
2017 Q4	$20M	Hold	1,110,000	–	–	3.02%	5
2017 Q3	$19.1M	Hold	1,110,000	–	–	2.82%	6
2017 Q2	$18.5M	Buy	1,110,000 +535,000	+93%	+$8.98M	2.72%	7
2017 Q1	$9.64M	Hold	575,000	–	–	1.59%	23
2016 Q4	$9.46M	Sell	575,000 -182,500	-24%	-$2.94M	1.59%	22
2016 Q3	$12.3M	Buy	757,500 +182,500	+32%	+$3M	2.22%	13
2016 Q2	$9.45M	Hold	575,000	–	–	1.85%	17
2016 Q1	$8.97M	Buy	575,000 +287,500	+100%	+$4.27M	1.95%	16
2015 Q4	$4.22M	Buy	+287,500	New	+$4.25M	0.72%	43

Other funds holding HDV

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

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

Fukoku Mutual Life Insurance's HDV Position: Q2 2023 in Review

Fukoku Mutual Life Insurance sold out of iShares Core High Dividend ETF (HDV) in Q2 2023, closing a stake of 1,580,000 shares — an estimated $32.1M sold.

Fukoku Mutual Life Insurance first reported a position in HDV in Q4 2015 and held it in 30 quarters. The position peaked at $33.8M in Q1 2022. 711 funds tracked by Wall St. Rank hold HDV as of Q2 2023.

Fukoku Mutual Life Insurance reported no remaining iShares Core High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 1,580,000 iShares Core High Dividend ETF shares in Q2 2023, an estimated $32.1M.
Fukoku Mutual Life Insurance first reported a position in iShares Core High Dividend ETF in Q4 2015 and held it in 30 quarters.
Fukoku Mutual Life Insurance's iShares Core High Dividend ETF position peaked at $33.8M in Q1 2022.
711 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2023.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2023, filed 1 Aug 2023.