Sandler Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

Sandler Capital Management’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,200	Closed	-$297K	–	109
2019 Q3	$297K	Hold	7,200	–	–	0.07%	98
2019 Q2	$289K	Buy	+7,200	New	+$273K	0.04%	126
2017 Q2	–	Sell	-421,740	Closed	-$10.6M	–	171
2017 Q1	$10.6M	Buy	+421,740	New	+$10.2M	1.11%	41
2015 Q1	–	Sell	-1,125,000	Closed	-$21.2M	–	239
2014 Q4	$21.2M	Buy	+1,125,000	New	+$20.3M	1.69%	17
2014 Q3	–	Sell	-72,000	Closed	-$1.22M	–	220
2014 Q2	$1.22M	Sell	72,000 -1,488,000	-95%	-$24.3M	0.08%	171
2014 Q1	$25.7M	Buy	+1,560,000	New	+$25M	1.2%	34

Other funds holding IHI

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

Bank of America

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return