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Morton Brown Family Wealth’s Illumina ILMN Stock Holding History

Morton Brown Family Wealth’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6
Closed -$1.4K – 239
2023
Q1 		$1.4K Buy
+6
New +$1.23K ﹤0.01% 230

Other funds holding ILMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morton Brown Family Wealth's ILMN Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Illumina (ILMN) in Q2 2023, closing a stake of 6 shares — an estimated $1.4K sold.

Morton Brown Family Wealth first reported a position in ILMN in Q1 2023 and held it in 1 quarter. The position peaked at $1.4K in Q1 2023. 895 funds tracked by Wall St. Rank hold ILMN as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Illumina position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 6 Illumina shares in Q2 2023, an estimated $1.4K.
  • Morton Brown Family Wealth first reported a position in Illumina in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Illumina position peaked at $1.4K in Q1 2023.
  • 895 funds tracked by Wall St. Rank held Illumina as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.