Vontobel Holding’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Vontobel Holding’s Portfolio INDY Stock Details INDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,230	Closed	-$264K	–	1099
2022 Q4	$264K	Buy	6,230 +560	+10%	+$24.6K	﹤0.01%	922
2022 Q3	$239K	Hold	5,670	–	–	﹤0.01%	904
2022 Q2	$233K	Sell	5,670 -3,330	-37%	-$145K	﹤0.01%	903
2022 Q1	$416K	Hold	9,000	–	–	﹤0.01%	844
2021 Q4	$426K	Hold	9,000	–	–	﹤0.01%	844
2021 Q3	$464K	Sell	9,000 -1,000	-10%	-$49.1K	﹤0.01%	818
2021 Q2	$467K	Sell	10,000 -7,000	-41%	-$317K	﹤0.01%	781
2021 Q1	$763K	Hold	17,000	–	–	0.01%	576
2020 Q4	$721K	Buy	+17,000	New	+$654K	﹤0.01%	586

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vontobel Holding's INDY Position: Q1 2023 in Review

Vontobel Holding sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2023, closing a stake of 6,230 shares — an estimated $264K sold.

Vontobel Holding first reported a position in INDY in Q4 2020 and held it in 9 quarters. The position peaked at $763K in Q1 2021. 79 funds tracked by Wall St. Rank hold INDY as of Q1 2023.

Vontobel Holding reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2023 after selling out during the quarter.
Vontobel Holding sold 6,230 iShares S&P India Nifty 50 Index Fund shares in Q1 2023, an estimated $264K.
Vontobel Holding first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2020 and held it in 9 quarters.
Vontobel Holding's iShares S&P India Nifty 50 Index Fund position peaked at $763K in Q1 2021.
79 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2023.

Based on Vontobel Holding's 13F filing for Q1 2023, filed 12 Apr 2023.