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Glenmede Trust’s Financial Institutions FISI Stock Holding History

Glenmede Trust’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-236
Closed -$3K – 1577
2020
Q3 		$3K Hold
236
– – ﹤0.01% 2186
2020
Q2 		$4K Sell
236
-108
-31% -$1.88K ﹤0.01% 2120
2020
Q1 		$10K Hold
344
– – ﹤0.01% 2421
2019
Q4 		$10K Hold
344
– – ﹤0.01% 2421
2019
Q3 		$10 Sell
344
-64
-16% -$1.88K ﹤0.01% 2343
2019
Q2 		$11 Hold
408
– – ﹤0.01% 2331
2019
Q1 		$10 Hold
408
– – ﹤0.01% 2359
2018
Q4 		$9 Buy
+408
New +$11.6K ﹤0.01% 2316

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glenmede Trust's FISI Position: Q4 2020 in Review

Glenmede Trust sold out of Financial Institutions (FISI) in Q4 2020, closing a stake of 236 shares — an estimated $3K sold.

Glenmede Trust first reported a position in FISI in Q4 2018 and held it in 8 quarters. The position peaked at $10K in Q1 2020. 109 funds tracked by Wall St. Rank hold FISI as of Q4 2020.

  • Glenmede Trust reported no remaining Financial Institutions position as of Q4 2020 after selling out during the quarter.
  • Glenmede Trust sold 236 Financial Institutions shares in Q4 2020, an estimated $3K.
  • Glenmede Trust first reported a position in Financial Institutions in Q4 2018 and held it in 8 quarters.
  • Glenmede Trust's Financial Institutions position peaked at $10K in Q1 2020.
  • 109 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.