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Leuthold Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Leuthold Group’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-6,542
Closed -$339K – 208
2021
Q3 		$339K Buy
6,542
+21
+0.3% +$1.14K 0.04% 154
2021
Q2 		$354K Buy
+6,521
New +$353K 0.04% 150

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Leuthold Group's FIDU Position: Q4 2021 in Review

Leuthold Group sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2021, closing a stake of 6,542 shares — an estimated $339K sold.

Leuthold Group first reported a position in FIDU in Q2 2021 and held it in 2 quarters. The position peaked at $354K in Q2 2021. 133 funds tracked by Wall St. Rank hold FIDU as of Q4 2021.

  • Leuthold Group reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2021 after selling out during the quarter.
  • Leuthold Group sold 6,542 Fidelity MSCI Industrials Index ETF shares in Q4 2021, an estimated $339K.
  • Leuthold Group first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2021 and held it in 2 quarters.
  • Leuthold Group's Fidelity MSCI Industrials Index ETF position peaked at $354K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2021.

Based on Leuthold Group's 13F filing for Q4 2021, filed 3 Feb 2022.