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Great Diamond Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Great Diamond Partners’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11,328
Closed -$617K – 200
2020
Q4 		$617K Buy
11,328
+1,410
+14% +$73.7K 0.2% 95
2020
Q3 		$495K Buy
9,918
+2,112
+27% +$102K 0.18% 93
2020
Q2 		$344K Buy
7,806
+528
+7% +$22.6K 0.14% 104
2020
Q1 		$273K Sell
7,278
-210
-3% -$8.84K 0.14% 101
2019
Q4 		$329K Buy
+7,488
New +$315K 0.13% 107

Other funds holding IHI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Great Diamond Partners's IHI Position: Q1 2021 in Review

Great Diamond Partners sold out of iShares US Medical Devices ETF (IHI) in Q1 2021, closing a stake of 11,328 shares — an estimated $617K sold.

Great Diamond Partners first reported a position in IHI in Q4 2019 and held it in 5 quarters. The position peaked at $617K in Q4 2020. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

  • Great Diamond Partners reported no remaining iShares US Medical Devices ETF position as of Q1 2021 after selling out during the quarter.
  • Great Diamond Partners sold 11,328 iShares US Medical Devices ETF shares in Q1 2021, an estimated $617K.
  • Great Diamond Partners first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 5 quarters.
  • Great Diamond Partners's iShares US Medical Devices ETF position peaked at $617K in Q4 2020.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on Great Diamond Partners's 13F filing for Q1 2021, filed 4 May 2021.