LHC
XLU icon

Lodge Hill Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lodge Hill Capital’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,000,000
Closed -$14.1M – 41
2019
Q1 		$14.1M Buy
+1,000,000
New +$27.8M 3.85% 10
2018
Q3 		– Sell
-4,000,000
Closed -$104M – 53
2018
Q2 		$104M Buy
+4,000,000
New +$101M 7.99% 2
2017
Q3 		– Sell
-3,200,000
Closed -$83.1M – 48
2017
Q2 		$83.1M Buy
+3,200,000
New +$84M 6.24% 2
2016
Q3 		– Sell
-5,000,000
Closed -$131M – 46
2016
Q2 		$131M Buy
5,000,000
+2,000,000
+67% +$49.3M 12.73% 1
2016
Q1 		$74.4M Buy
+3,000,000
New +$69.3M 10.56% 1

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return