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Valeo Financial Advisors’s ICU Medical ICUI Stock Holding History

Valeo Financial Advisors’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7
Closed -$1K – 1838
2020
Q2 		$1K Buy
+7
New +$1.39K ﹤0.01% 1892
2018
Q4 		– Sell
-7
Closed -$2K – 1600
2018
Q3 		$2K Buy
+7
New +$2.05K ﹤0.01% 1472
2018
Q2 		– Sell
-43
Closed -$11K – 1681
2018
Q1 		$11K Buy
+43
New +$10.1K ﹤0.01% 899

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T. Rowe Price Associates
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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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Valeo Financial Advisors's ICUI Position: Q3 2020 in Review

Valeo Financial Advisors sold out of ICU Medical (ICUI) in Q3 2020, closing a stake of 7 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in ICUI in Q1 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2018. 283 funds tracked by Wall St. Rank hold ICUI as of Q3 2020.

  • Valeo Financial Advisors reported no remaining ICU Medical position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 7 ICU Medical shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in ICU Medical in Q1 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's ICU Medical position peaked at $11K in Q1 2018.
  • 283 funds tracked by Wall St. Rank held ICU Medical as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.