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Hellman Jordan Management Company’s iShares MSCI Brazil ETF EWZ Stock Holding History

Hellman Jordan Management Company’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.6M Buy
+92,931
New +$2.84M 4.41% 5
2013
Q4 		– Sell
-4,500
Closed -$216K – 42
2013
Q3 		$216K Buy
+4,500
New +$200K 0.12% 42

Other funds holding EWZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Hellman Jordan Management Company's EWZ Position: Q4 2022 in Review

Hellman Jordan Management Company opened a new position in iShares MSCI Brazil ETF (EWZ) in Q4 2022: 92,931 shares worth $2.6M. The stake represents 4.41% of the portfolio and ranks #5 among its holdings. This is a return to the name: Hellman Jordan Management Company previously reported a position in EWZ as recently as Q3 2013.

Hellman Jordan Management Company first reported a position in EWZ in Q3 2013 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold EWZ as of Q4 2022.

  • Hellman Jordan Management Company held 92,931 shares of iShares MSCI Brazil ETF worth $2.6M as of Q4 2022.
  • iShares MSCI Brazil ETF was a new Hellman Jordan Management Company position in Q4 2022.
  • iShares MSCI Brazil ETF made up 4.41% of Hellman Jordan Management Company's portfolio in Q4 2022, its #5 holding.
  • Hellman Jordan Management Company first reported a position in iShares MSCI Brazil ETF in Q3 2013 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2022.

Based on Hellman Jordan Management Company's 13F filing for Q4 2022, filed 20 Jan 2023.