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Leavell Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

Leavell Investment Management’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,899
Closed -$288K – 395
2020
Q4 		$288K Sell
1,899
-23
-1% -$3.29K 0.02% 336
2020
Q3 		$260K Buy
1,922
+23
+1% +$3.12K 0.02% 332
2020
Q2 		$260K Hold
1,899
– – 0.03% 326
2020
Q1 		$205K Buy
1,899
+99
+6% +$11.4K 0.02% 341
2019
Q4 		$217K Buy
+1,800
New +$201K 0.02% 370
2019
Q3 		– Sell
-1,920
Closed -$209K – 386
2019
Q2 		$209K Hold
1,920
– – 0.02% 372
2019
Q1 		$215K Buy
+1,920
New +$211K 0.02% 358
2018
Q4 		– Sell
-1,920
Closed -$234K – 361
2018
Q3 		$234K Hold
1,920
– – 0.03% 350
2018
Q2 		$211K Hold
1,920
– – 0.02% 361
2018
Q1 		$205K Hold
1,920
– – 0.02% 363
2017
Q4 		$205K Hold
1,920
– – 0.02% 366
2017
Q3 		$214K Buy
+1,920
New +$205K 0.03% 354
2016
Q2 		– Sell
-3,270
Closed -$284K – 387
2016
Q1 		$284K Sell
3,270
-25,575
-89% -$2.29M 0.04% 310
2015
Q4 		$3.25M Sell
28,845
-900
-3% -$97.7K 0.48% 54
2015
Q3 		$3.01M Buy
29,745
+150
+0.5% +$18K 0.48% 56
2015
Q2 		$3.64M Buy
29,595
+150
+0.5% +$18K 0.57% 44
2015
Q1 		$3.37M Buy
29,445
+1,200
+4% +$132K 0.51% 52
2014
Q4 		$2.86M Buy
28,245
+11,820
+72% +$1.15M 0.44% 65
2014
Q3 		$1.5M Buy
16,425
+5,625
+52% +$494K 0.24% 121
2014
Q2 		$925K Sell
10,800
-3,000
-22% -$236K 0.15% 175
2014
Q1 		$1.09M Buy
13,800
+600
+5% +$50K 0.18% 152
2013
Q4 		$999K Buy
13,200
+600
+5% +$42.6K 0.17% 160
2013
Q3 		$880K Buy
12,600
+3,300
+35% +$216K 0.16% 155
2013
Q2 		$539K Buy
+9,300
New +$538K 0.1% 199

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Leavell Investment Management's IBB Position: Q1 2021 in Review

Leavell Investment Management sold out of iShares Biotechnology ETF (IBB) in Q1 2021, closing a stake of 1,899 shares — an estimated $288K sold.

Leavell Investment Management first reported a position in IBB in Q2 2013 and held it in 24 quarters. The position peaked at $3.64M in Q2 2015. 845 funds tracked by Wall St. Rank hold IBB as of Q1 2021.

  • Leavell Investment Management reported no remaining iShares Biotechnology ETF position as of Q1 2021 after selling out during the quarter.
  • Leavell Investment Management sold 1,899 iShares Biotechnology ETF shares in Q1 2021, an estimated $288K.
  • Leavell Investment Management first reported a position in iShares Biotechnology ETF in Q2 2013 and held it in 24 quarters.
  • Leavell Investment Management's iShares Biotechnology ETF position peaked at $3.64M in Q2 2015.
  • 845 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2021.

Based on Leavell Investment Management's 13F filing for Q1 2021, filed 15 Apr 2021.