Wallace Weitz’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wallace Weitz’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,200,000	Closed	-$25M	–	71
2020 Q1	$25M	Buy	+1,200,000	New	+$33M	1.33%	26

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wallace Weitz's XLF Position: Q2 2020 in Review

Wallace Weitz sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2020, closing a stake of 1,200,000 shares — an estimated $25M sold.

Wallace Weitz first reported a position in XLF in Q1 2020 and held it in 1 quarter. The position peaked at $25M in Q1 2020. 995 funds tracked by Wall St. Rank hold XLF as of Q2 2020.

Wallace Weitz reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Wallace Weitz sold 1,200,000 State Street Financial Select Sector SPDR ETF shares in Q2 2020, an estimated $25M.
Wallace Weitz first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and held it in 1 quarter.
Wallace Weitz's State Street Financial Select Sector SPDR ETF position peaked at $25M in Q1 2020.
995 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2020.

Based on Weitz Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.