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Santori & Peters Inc’s iShares US Medical Devices ETF IHI Stock Holding History

Santori & Peters Inc’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
2023
Q1 		– Sell
-16,062
Closed -$844K – 53
2022
Q4 		$844K Sell
16,062
-286
-2% -$14.5K 0.49% 23
2022
Q3 		$771K Sell
16,348
-382
-2% -$19.8K 0.52% 23
2022
Q2 		$843K Sell
16,730
-691
-4% -$37.7K 0.54% 23
2022
Q1 		$1.06M Sell
17,421
-532
-3% -$31.7K 0.6% 21
2021
Q4 		$1.18M Buy
17,953
+142
+0.8% +$9.09K 0.62% 21
2021
Q3 		$1.12M Buy
17,811
+543
+3% +$34.6K 0.64% 18
2021
Q2 		$1.04M Buy
17,268
+90
+0.5% +$5.21K 0.59% 21
2021
Q1 		$945K Buy
17,178
+354
+2% +$19.6K 0.56% 21
2020
Q4 		$953K Buy
16,824
+258
+2% +$13.5K 0.53% 20
2020
Q3 		$827K Buy
16,566
+804
+5% +$38.9K 0.55% 23
2020
Q2 		$695K Buy
15,762
+504
+3% +$21.5K 0.53% 25
2020
Q1 		$573K Buy
15,258
+1,956
+15% +$82.4K 0.5% 27
2019
Q4 		$586K Sell
13,302
-78
-0.6% -$3.28K 0.39% 37
2019
Q3 		$551K Buy
13,380
+150
+1% +$6.14K 0.4% 30
2019
Q2 		$530K Buy
13,230
+6,510
+97% +$246K 0.39% 34
2019
Q1 		$259K Buy
6,720
+528
+9% +$19.2K 0.22% 40
2018
Q4 		$206K Buy
6,192
+354
+6% +$12.3K 0.18% 74
2018
Q3 		$221K Buy
+5,838
New +$207K 0.17% 43
2018
Q1 		– Sell
-1,782
Closed -$52K – 287
2017
Q4 		$52K Buy
+1,782
New +$51.4K 0.05% 110

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Santori & Peters Inc's IHI Position: Q1 2023 in Review

Santori & Peters Inc sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 16,062 shares — an estimated $844K sold.

Santori & Peters Inc first reported a position in IHI in Q4 2017 and held it in 19 quarters. The position peaked at $1.18M in Q4 2021. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

  • Santori & Peters Inc reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
  • Santori & Peters Inc sold 16,062 iShares US Medical Devices ETF shares in Q1 2023, an estimated $844K.
  • Santori & Peters Inc first reported a position in iShares US Medical Devices ETF in Q4 2017 and held it in 19 quarters.
  • Santori & Peters Inc's iShares US Medical Devices ETF position peaked at $1.18M in Q4 2021.
  • 557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Santori & Peters Inc's 13F filing for Q1 2023, filed 19 Apr 2023.