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Lion Street Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Lion Street Advisors’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,984
Closed -$242K – 50
2020
Q3 		$242K Buy
+2,984
New +$241K 0.49% 47
2020
Q2 		– Sell
-1,002
Closed -$70K – 218
2020
Q1 		$70K Buy
+1,002
New +$88.7K 0.38% 41

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lion Street Advisors's IYR Position: Q4 2020 in Review

Lion Street Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2020, closing a stake of 2,984 shares — an estimated $242K sold.

Lion Street Advisors first reported a position in IYR in Q1 2020 and held it in 2 quarters. The position peaked at $242K in Q3 2020. 430 funds tracked by Wall St. Rank hold IYR as of Q4 2020.

  • Lion Street Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Lion Street Advisors sold 2,984 iShares US Real Estate ETF shares in Q4 2020, an estimated $242K.
  • Lion Street Advisors first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 2 quarters.
  • Lion Street Advisors's iShares US Real Estate ETF position peaked at $242K in Q3 2020.
  • 430 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2020.

Based on Lion Street Advisors's 13F filing for Q4 2020, filed 28 Jan 2021.