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Ulrich Consultants & Investment Group’s iShares US Medical Devices ETF IHI Stock Holding History

Ulrich Consultants & Investment Group’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
2022
Q4 		– Sell
-115,045
Closed -$5.43M – 36
2022
Q3 		$5.43M Hold
115,045
– – 4.19% 9
2022
Q2 		$5.8M Buy
+115,045
New +$6.27M 3.18% 10

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ulrich Consultants & Investment Group's IHI Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 115,045 shares — an estimated $5.43M sold.

Ulrich Consultants & Investment Group first reported a position in IHI in Q2 2022 and held it in 2 quarters. The position peaked at $5.8M in Q2 2022. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 115,045 iShares US Medical Devices ETF shares in Q4 2022, an estimated $5.43M.
  • Ulrich Consultants & Investment Group first reported a position in iShares US Medical Devices ETF in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's iShares US Medical Devices ETF position peaked at $5.8M in Q2 2022.
  • 577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.