Quest Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Quest Investment Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-93,390	Closed	-$9.56M	–	103
2021 Q2	$9.56M	Buy	93,390 +6,090	+7%	+$624K	0.86%	48
2021 Q1	$8.6M	Buy	87,300 +4,321	+5%	+$396K	0.79%	46
2020 Q4	$7.35M	Buy	82,979 +71,153	+602%	+$6M	0.66%	48
2020 Q3	$910K	Sell	11,826 -920	-7%	-$68.8K	0.09%	88
2020 Q2	$876K	Buy	+12,746	New	+$827K	0.1%	79
2020 Q1	–	Sell	-10,381	Closed	-$846K	–	112
2019 Q4	$846K	Buy	+10,381	New	+$829K	0.1%	84

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Quest Investment Management's XLI Position: Q3 2021 in Review

Quest Investment Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2021, closing a stake of 93,390 shares — an estimated $9.56M sold.

Quest Investment Management first reported a position in XLI in Q4 2019 and held it in 6 quarters. The position peaked at $9.56M in Q2 2021. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

Quest Investment Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Quest Investment Management sold 93,390 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $9.56M.
Quest Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
Quest Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $9.56M in Q2 2021.
1,002 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2021.

Based on Quest Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.