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Sandell Asset Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Sandell Asset Management’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$1.36M Hold
35,000
– – 0.76% 26
2020
Q2 		$1.33M Buy
+35,000
New +$1.18M 0.53% 44

Other funds holding IDNA

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sandell Asset Management's IDNA Position: Q3 2020 in Review

Sandell Asset Management held its iShares Genomics Immunology and Healthcare ETF (IDNA) position steady in Q3 2020 at 35,000 shares worth $1.36M. The position accounts for 0.76% of the portfolio, ranked #26.

Sandell Asset Management first reported a position in IDNA in Q2 2020 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold IDNA as of Q3 2020.

  • Sandell Asset Management held 35,000 shares of iShares Genomics Immunology and Healthcare ETF worth $1.36M as of Q3 2020.
  • Sandell Asset Management left its iShares Genomics Immunology and Healthcare ETF share count unchanged in Q3 2020.
  • iShares Genomics Immunology and Healthcare ETF made up 0.76% of Sandell Asset Management's portfolio in Q3 2020, its #26 holding.
  • Sandell Asset Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2020 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2020.

Based on Sandell Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.