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Leuthold Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Leuthold Group’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-76,534
Closed -$1.92M – 183
2024
Q2 		$1.92M Buy
76,534
+668
+0.9% +$17.1K 0.22% 124
2024
Q1 		$1.96M Buy
75,866
+2,677
+4% +$63K 0.22% 123
2023
Q4 		$1.69M Buy
73,189
+2,237
+3% +$52.7K 0.21% 118
2023
Q3 		$1.77M Sell
70,952
-573
-0.8% -$13.8K 0.25% 121
2023
Q2 		$1.58M Sell
71,525
-72,055
-50% -$1.59M 0.21% 135
2023
Q1 		$3.22M Sell
143,580
-64,325
-31% -$1.5M 0.43% 95
2022
Q4 		$4.96M Buy
207,905
+68,722
+49% +$1.64M 0.67% 53
2022
Q3 		$2.76M Buy
139,183
+38,318
+38% +$795K 0.42% 95
2022
Q2 		$1.96M Buy
100,865
+26,965
+36% +$589K 0.28% 120
2022
Q1 		$1.55M Buy
73,900
+6,354
+9% +$120K 0.2% 120
2021
Q4 		$1.02M Buy
+67,546
New +$1.05M 0.12% 126

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leuthold Group's FENY Position: Q3 2024 in Review

Leuthold Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2024, closing a stake of 76,534 shares — an estimated $1.92M sold.

Leuthold Group first reported a position in FENY in Q4 2021 and held it in 11 quarters. The position peaked at $4.96M in Q4 2022. 203 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

  • Leuthold Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2024 after selling out during the quarter.
  • Leuthold Group sold 76,534 Fidelity MSCI Energy Index ETF shares in Q3 2024, an estimated $1.92M.
  • Leuthold Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2021 and held it in 11 quarters.
  • Leuthold Group's Fidelity MSCI Energy Index ETF position peaked at $4.96M in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on Leuthold Group's 13F filing for Q3 2024, filed 24 Oct 2024.