Sanders Morris Harris’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sanders Morris Harris’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,000	Closed	-$239K	–	263
2022 Q3	$239K	Hold	5,000	–	–	0.06%	229
2022 Q2	$271K	Hold	5,000	–	–	0.06%	226
2022 Q1	$344K	Buy	5,000 +500	+11%	+$35.2K	0.07%	210
2021 Q4	$350K	Hold	4,500	–	–	0.06%	216
2021 Q3	$360K	Hold	4,500	–	–	0.07%	217
2021 Q2	$364K	Hold	4,500	–	–	0.07%	222
2021 Q1	$330K	Hold	4,500	–	–	0.07%	213
2020 Q4	$304K	Hold	4,500	–	–	0.07%	222
2020 Q3	$267K	Hold	4,500	–	–	0.07%	212
2020 Q2	$243K	Buy	+4,500	New	+$231K	0.12%	99
2019 Q4	–	Sell	-4,200	Closed	-$208K	–	303
2019 Q3	$208K	Hold	4,200	–	–	0.05%	253
2019 Q2	$207K	Buy	+4,200	New	+$204K	0.05%	251

Other funds holding XLC

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Sanders Morris Harris's XLC Position: Q4 2022 in Review

Sanders Morris Harris sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2022, closing a stake of 5,000 shares — an estimated $239K sold.

Sanders Morris Harris first reported a position in XLC in Q2 2019 and held it in 12 quarters. The position peaked at $364K in Q2 2021. 649 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

Sanders Morris Harris reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Sanders Morris Harris sold 5,000 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $239K.
Sanders Morris Harris first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and held it in 12 quarters.
Sanders Morris Harris's State Street Communication Services Select Sector SPDR ETF position peaked at $364K in Q2 2021.
649 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Sanders Morris Harris's 13F filing for Q4 2022, filed 13 Jan 2023.