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Householder Group Estate & Retirement Specialist’s Illumina ILMN Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-152
Closed -$19K – 849
2024
Q3 		$19K Hold
152
– – 0.01% 693
2024
Q2 		$15K Buy
152
+44
+41% +$4.94K ﹤0.01% 733
2024
Q1 		$14.4K Hold
108
– – ﹤0.01% 737
2023
Q4 		$14K Hold
108
– – ﹤0.01% 695
2023
Q3 		$14.4K Buy
+108
New +$17.8K 0.01% 708
2023
Q1 		$24K Buy
+108
New +$22.1K 0.01% 604

Other funds holding ILMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ILMN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Illumina (ILMN) in Q4 2024, closing a stake of 152 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in ILMN in Q1 2023 and held it in 6 quarters. The position peaked at $24K in Q1 2023. 855 funds tracked by Wall St. Rank hold ILMN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Illumina position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 152 Illumina shares in Q4 2024, an estimated $19K.
  • Householder Group Estate & Retirement Specialist first reported a position in Illumina in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Illumina position peaked at $24K in Q1 2023.
  • 855 funds tracked by Wall St. Rank held Illumina as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.