UCIG
HEAL

Ulrich Consultants & Investment Group’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Ulrich Consultants & Investment Group’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-36,520
Closed -$1.26M – 69
2022
Q2 		$1.26M Buy
+36,520
New +$1.36M 0.69% 45

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ulrich Consultants & Investment Group's HEAL Position: Q3 2022 in Review

Ulrich Consultants & Investment Group sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2022, closing a stake of 36,520 shares — an estimated $1.26M sold.

Ulrich Consultants & Investment Group first reported a position in HEAL in Q2 2022 and held it in 1 quarter. The position peaked at $1.26M in Q2 2022. 51 funds tracked by Wall St. Rank hold HEAL as of Q3 2022.

  • Ulrich Consultants & Investment Group reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 36,520 Global X Funds Global X HealthTech ETF shares in Q3 2022, an estimated $1.26M.
  • Ulrich Consultants & Investment Group first reported a position in Global X Funds Global X HealthTech ETF in Q2 2022 and held it in 1 quarter.
  • Ulrich Consultants & Investment Group's Global X Funds Global X HealthTech ETF position peaked at $1.26M in Q2 2022.
  • 51 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q3 2022, filed 8 Nov 2022.