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Swaine & Leidel Wealth Services’s Illumina ILMN Stock Holding History

Swaine & Leidel Wealth 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
2019
Q4 		– Sell
-2,468
Closed -$285K – 72
2019
Q3 		$285K Hold
2,468
– – 0.26% 50
2019
Q2 		$265K Hold
2,468
– – 0.28% 47
2019
Q1 		$234K Buy
+2,468
New +$720K 0.3% 42

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Swaine & Leidel Wealth Services's ILMN Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Illumina (ILMN) in Q4 2019, closing a stake of 2,468 shares — an estimated $285K sold.

Swaine & Leidel Wealth Services first reported a position in ILMN in Q1 2019 and held it in 3 quarters. The position peaked at $285K in Q3 2019. 889 funds tracked by Wall St. Rank hold ILMN as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining Illumina position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 2,468 Illumina shares in Q4 2019, an estimated $285K.
  • Swaine & Leidel Wealth Services first reported a position in Illumina in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's Illumina position peaked at $285K in Q3 2019.
  • 889 funds tracked by Wall St. Rank held Illumina as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.