Maryland Capital Management’s iShares Global Utilities ETF JXI Stock Holding History

Maryland Capital Management’s Portfolio JXI Stock Details JXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.12M	Buy	20,424 +526	+3%	+$32.5K	0.09%	95
2022 Q2	$1.2M	Buy	+19,898	New	+$1.26M	0.09%	92
2020 Q3	–	Sell	-24,793	Closed	-$1.32M	–	211
2020 Q2	$1.32M	Buy	24,793 +1,245	+5%	+$65.6K	0.12%	86
2020 Q1	$1.19M	Buy	23,548 +733	+3%	+$42.5K	0.14%	90
2019 Q4	$1.34M	Buy	22,815 +1,671	+8%	+$96.3K	0.14%	87
2019 Q3	$1.23M	Sell	21,144 -429	-2%	-$23.9K	0.14%	90
2019 Q2	$1.18M	Buy	21,573 +742	+4%	+$40.2K	0.14%	92
2019 Q1	$1.13M	Buy	+20,831	New	+$1.08M	0.14%	89

Other funds holding JXI

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Maryland Capital Management's JXI Position: Q3 2022 in Review

Maryland Capital Management increased its iShares Global Utilities ETF (JXI) stake by 2.6% in Q3 2022, buying an estimated $32.5K and bringing the position to 20,424 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #95.

Maryland Capital Management first reported a position in JXI in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2019. 63 funds tracked by Wall St. Rank hold JXI as of Q3 2022.

Maryland Capital Management held 20,424 shares of iShares Global Utilities ETF worth $1.12M as of Q3 2022.
Maryland Capital Management bought 526 iShares Global Utilities ETF shares in Q3 2022, an estimated $32.5K.
iShares Global Utilities ETF made up 0.09% of Maryland Capital Management's portfolio in Q3 2022, its #95 holding.
Maryland Capital Management first reported a position in iShares Global Utilities ETF in Q1 2019 and has held it in 8 quarters since.
Maryland Capital Management's iShares Global Utilities ETF position peaked at $1.34M in Q4 2019.
63 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.