GYL Financial Synergies’s Illumina ILMN Stock Holding History

GYL Financial Synergies’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	-743	Closed	-$253K	–	198
2022 Q1	$253K	Sell	743 -73	-9%	-$24.7K	0.06%	175
2021 Q4	$302K	Buy	816 +97	+13%	+$36.8K	0.08%	165
2021 Q3	$284K	Hold	719	–	–	0.15%	150
2021 Q2	$331K	Sell	719 -51	-7%	-$20.5K	0.17%	137
2021 Q1	$288K	Sell	770 -15	-2%	-$6.12K	0.16%	147
2020 Q4	$283K	Hold	785	–	–	0.16%	137
2020 Q3	$236K	Buy	785 +132	+20%	+$45.5K	0.15%	140
2020 Q2	$235K	Buy	+653	New	+$210K	0.17%	134
2020 Q1	–	Sell	-730	Closed	-$236K	–	165
2019 Q4	$236K	Buy	730 +21	+3%	+$6.37K	0.1%	161
2019 Q3	$210K	Hold	709	–	–	0.1%	161
2019 Q2	$254K	Hold	709	–	–	0.13%	133
2019 Q1	$214K	Hold	709	–	–	0.12%	146
2018 Q4	$207K	Buy	+709	New	+$220K	0.15%	132

Other funds holding ILMN

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GYL Financial Synergies's ILMN Position: Q2 2022 in Review

GYL Financial Synergies sold out of Illumina (ILMN) in Q2 2022, closing a stake of 743 shares — an estimated $253K sold.

GYL Financial Synergies first reported a position in ILMN in Q4 2018 and held it in 13 quarters. The position peaked at $331K in Q2 2021. 911 funds tracked by Wall St. Rank hold ILMN as of Q2 2022.

GYL Financial Synergies reported no remaining Illumina position as of Q2 2022 after selling out during the quarter.
GYL Financial Synergies sold 743 Illumina shares in Q2 2022, an estimated $253K.
GYL Financial Synergies first reported a position in Illumina in Q4 2018 and held it in 13 quarters.
GYL Financial Synergies's Illumina position peaked at $331K in Q2 2021.
911 funds tracked by Wall St. Rank held Illumina as of Q2 2022.

Based on GYL Financial Synergies's 13F filing for Q2 2022, filed 1 Aug 2022.