NorthCoast Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

NorthCoast Asset Management’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
2021 Q3	$254K	Buy	2,477 +162	+7%	+$17.2K	0.01%	407
2021 Q2	$236K	Buy	2,315 +9	+0.4%	+$893	0.01%	407
2021 Q1	$212K	Sell	2,306 -72	-3%	-$6.32K	0.01%	395
2020 Q4	$204K	Buy	+2,378	New	+$198K	0.01%	369
2019 Q1	–	Sell	-102,979	Closed	-$7.72M	–	251
2018 Q4	$7.72M	Buy	102,979 +2,248	+2%	+$177K	0.59%	51
2018 Q3	$8.06M	Buy	+100,731	New	+$8.21M	0.5%	56

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NorthCoast Asset Management's IYR Position: Q3 2021 in Review

NorthCoast Asset Management increased its iShares US Real Estate ETF (IYR) stake by 7% in Q3 2021, buying an estimated $17.2K and bringing the position to 2,477 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #407.

NorthCoast Asset Management first reported a position in IYR in Q3 2018 and has held it in 6 quarters since. The position peaked at $8.06M in Q3 2018. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

NorthCoast Asset Management held 2,477 shares of iShares US Real Estate ETF worth $254K as of Q3 2021.
NorthCoast Asset Management bought 162 iShares US Real Estate ETF shares in Q3 2021, an estimated $17.2K.
iShares US Real Estate ETF made up 0.01% of NorthCoast Asset Management's portfolio in Q3 2021, its #407 holding.
NorthCoast Asset Management first reported a position in iShares US Real Estate ETF in Q3 2018 and has held it in 6 quarters since.
NorthCoast Asset Management's iShares US Real Estate ETF position peaked at $8.06M in Q3 2018.
502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on NorthCoast Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.