Stone Asset Management’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
Other funds holding ICF
CCWM
CFB
Stone Asset Management's ICF Position: Q1 2023 in Review
Stone Asset Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 67% in Q1 2023, selling an estimated $3.93M and leaving 34,026 shares worth $1.89M. The position accounts for 3.02% of the portfolio, ranked #13.
Stone Asset Management first reported a position in ICF in Q4 2021 and has held it in 6 quarters since. The position peaked at $7.46M in Q4 2021. 347 funds tracked by Wall St. Rank hold ICF as of Q1 2023.
- Stone Asset Management held 34,026 shares of iShares Select U.S. REIT ETF worth $1.89M as of Q1 2023.
- Stone Asset Management sold 69,119 iShares Select U.S. REIT ETF shares in Q1 2023, an estimated $3.93M.
- iShares Select U.S. REIT ETF made up 3.02% of Stone Asset Management's portfolio in Q1 2023, its #13 holding.
- Stone Asset Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 6 quarters since.
- Stone Asset Management's iShares Select U.S. REIT ETF position peaked at $7.46M in Q4 2021.
- 347 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2023.
Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.