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People's United Financial’s iShares S&P 500 Value ETF IVE Stock Holding History

People's United Financial’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$20M Sell
128,642
-34,489
-21% -$5.31M 0.57% 49
2021
Q4 		$25.6M Sell
163,131
-32,990
-17% -$5.02M 0.61% 44
2021
Q3 		$28.5M Buy
196,121
+3,896
+2% +$581K 0.64% 39
2021
Q2 		$28.4M Buy
192,225
+23,031
+14% +$3.39M 0.64% 38
2021
Q1 		$23.9M Buy
169,194
+40,760
+32% +$5.49M 0.57% 53
2020
Q4 		$16.4M Buy
128,434
+14,352
+13% +$1.74M 0.41% 68
2020
Q3 		$12.8M Buy
114,082
+1,234
+1% +$140K 0.36% 78
2020
Q2 		$12.2M Buy
112,848
+14,813
+15% +$1.57M 0.36% 79
2020
Q1 		$9.44M Buy
98,035
+5,160
+6% +$614K 0.33% 82
2019
Q4 		$12.1M Buy
92,875
+2,115
+2% +$263K 0.33% 77
2019
Q3 		$10.8M Sell
90,760
-15,906
-15% -$1.87M 0.31% 79
2019
Q2 		$12.4M Buy
106,666
+74,748
+234% +$8.56M 0.34% 73
2019
Q1 		$3.6M Sell
31,918
-341
-1% -$37.4K 0.11% 160
2018
Q4 		$3.26M Buy
32,259
+2,504
+8% +$274K 0.11% 162
2018
Q3 		$3.45M Sell
29,755
-2,265
-7% -$260K 0.11% 157
2018
Q2 		$3.53M Sell
32,020
-3,549
-10% -$393K 0.09% 214
2018
Q1 		$3.89M Sell
35,569
-860
-2% -$98.3K 0.12% 143
2017
Q4 		$4.16M Sell
36,429
-1,475
-4% -$163K 0.13% 141
2017
Q3 		$4.09M Buy
37,904
+417
+1% +$44.1K 0.14% 140
2017
Q2 		$3.94M Sell
37,487
-857
-2% -$89.3K 0.13% 145
2017
Q1 		$3.99M Buy
38,344
+662
+2% +$68.8K 0.14% 139
2016
Q4 		$3.82M Buy
37,682
+13,996
+59% +$1.37M 0.14% 139
2016
Q3 		$2.25M Sell
23,686
-311
-1% -$29.6K 0.12% 140
2016
Q2 		$2.23M Buy
23,997
+327
+1% +$29.9K 0.12% 137
2016
Q1 		$2.13M Sell
23,670
-379
-2% -$32.3K 0.11% 155
2015
Q4 		$2.13M Sell
24,049
-374
-2% -$33.4K 0.11% 162
2015
Q3 		$2.05M Sell
24,423
-911
-4% -$81.5K 0.12% 154
2015
Q2 		$2.34M Sell
25,334
-1,099
-4% -$104K 0.12% 153
2015
Q1 		$2.45M Buy
26,433
+2,450
+10% +$228K 0.12% 149
2014
Q4 		$2.25M Sell
23,983
-2,650
-10% -$243K 0.11% 153
2014
Q3 		$2.4M Buy
26,633
+200
+0.8% +$18.2K 0.13% 145
2014
Q2 		$2.39M Hold
26,433
– – 0.13% 147
2014
Q1 		$2.3M Buy
26,433
+1,025
+4% +$86.6K 0.14% 129
2013
Q4 		$2.17M Sell
25,408
-150
-0.6% -$12.4K 0.12% 132
2013
Q3 		$2M Buy
25,558
+73
+0.3% +$5.76K 0.13% 127
2013
Q2 		$1.93M Buy
+25,485
New +$1.93M 0.13% 111

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

People's United Financial's IVE Position: Q1 2022 in Review

People's United Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 21% in Q1 2022, selling an estimated $5.31M and leaving 128,642 shares worth $20M. The position accounts for 0.57% of the portfolio, ranked #49.

People's United Financial first reported a position in IVE in Q2 2013 and has held it in 36 quarters since. The position peaked at $28.5M in Q3 2021. 1,073 funds tracked by Wall St. Rank hold IVE as of Q1 2022.

  • People's United Financial held 128,642 shares of iShares S&P 500 Value ETF worth $20M as of Q1 2022.
  • People's United Financial sold 34,489 iShares S&P 500 Value ETF shares in Q1 2022, an estimated $5.31M.
  • iShares S&P 500 Value ETF made up 0.57% of People's United Financial's portfolio in Q1 2022, its #49 holding.
  • People's United Financial first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 36 quarters since.
  • People's United Financial's iShares S&P 500 Value ETF position peaked at $28.5M in Q3 2021.
  • 1,073 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.