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Sullivan, Bruyette, Speros & Blaney’s iShares US Medical Devices ETF IHI Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$210K Hold
3,816
– – 0.01% 299
2020
Q4 		$208K Buy
3,816
+600
+19% +$31.4K 0.01% 278
2020
Q3 		$161K Buy
+3,216
New +$156K 0.01% 279

Other funds holding IHI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's IHI Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its iShares US Medical Devices ETF (IHI) position steady in Q1 2021 at 3,816 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #299.

Sullivan, Bruyette, Speros & Blaney first reported a position in IHI in Q3 2020 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 3,816 shares of iShares US Medical Devices ETF worth $210K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its iShares US Medical Devices ETF share count unchanged in Q1 2021.
  • iShares US Medical Devices ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #299 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in iShares US Medical Devices ETF in Q3 2020 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.