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Sowell Financial Services’s Illumina ILMN Stock Holding History

Sowell Financial Services’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,025
Closed -$232K – 678
2023
Q1 		$232K Buy
+1,025
New +$210K 0.02% 650
2021
Q2 		– Sell
-1,270
Closed -$466K – 1565
2021
Q1 		$466K Sell
1,270
-163
-11% -$66.5K 0.02% 671
2020
Q4 		$516K Buy
1,433
+875
+157% +$279K 0.02% 513
2020
Q3 		$168K Sell
558
-51
-8% -$17.6K 0.01% 792
2020
Q2 		$219K Buy
609
+36
+6% +$11.6K 0.01% 687
2020
Q1 		$152K Buy
573
+217
+61% +$60.7K 0.01% 728
2019
Q4 		$115K Sell
356
-106
-23% -$32.1K 0.01% 873
2019
Q3 		$137K Buy
+462
New +$136K 0.01% 745
2019
Q1 		$541K Buy
1,789
+129
+8% +$37.6K 0.06% 309
2018
Q4 		$484K Buy
+1,660
New +$514K 0.07% 278

Other funds holding ILMN

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return