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Gitterman Wealth Management’s Illumina ILMN Stock Holding History

Gitterman Wealth Management’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-796
Closed -$271K – 84
2022
Q1 		$271K Buy
+796
New +$269K 0.22% 58

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gitterman Wealth Management's ILMN Position: Q2 2022 in Review

Gitterman Wealth Management sold out of Illumina (ILMN) in Q2 2022, closing a stake of 796 shares — an estimated $271K sold.

Gitterman Wealth Management first reported a position in ILMN in Q1 2022 and held it in 1 quarter. The position peaked at $271K in Q1 2022. 911 funds tracked by Wall St. Rank hold ILMN as of Q2 2022.

  • Gitterman Wealth Management reported no remaining Illumina position as of Q2 2022 after selling out during the quarter.
  • Gitterman Wealth Management sold 796 Illumina shares in Q2 2022, an estimated $271K.
  • Gitterman Wealth Management first reported a position in Illumina in Q1 2022 and held it in 1 quarter.
  • Gitterman Wealth Management's Illumina position peaked at $271K in Q1 2022.
  • 911 funds tracked by Wall St. Rank held Illumina as of Q2 2022.

Based on Gitterman Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.