YorkBridge Wealth Partners’s Illumina ILMN Stock Holding History

YorkBridge Wealth Partners’s Portfolio ILMN Stock Details ILMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.05M	Buy	10,422 +4,219	+68%	+$874K	0.52%	54
2022 Q3	$1.15M	Buy	6,203 +771	+14%	+$153K	0.3%	75
2022 Q2	$974K	Sell	5,432 -629	-10%	-$161K	0.25%	80
2022 Q1	$2.06M	Buy	6,061 +49	+0.8%	+$16.6K	0.45%	55
2021 Q4	$2.23M	Buy	6,012 +21	+0.4%	+$7.96K	0.5%	52
2021 Q3	$2.36M	Buy	5,991 +227	+4%	+$104K	0.59%	48
2021 Q2	$2.65M	Buy	5,764 +56	+1%	+$22.6K	0.69%	42
2021 Q1	$2.13M	Buy	5,708 +690	+14%	+$281K	0.63%	45
2020 Q4	$1.81M	Buy	+5,018	New	+$1.6M	0.6%	49

Other funds holding ILMN

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

YorkBridge Wealth Partners's ILMN Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Illumina (ILMN) stake by 68% in Q4 2022, buying an estimated $874K and bringing the position to 10,422 shares worth $2.05M. The position accounts for 0.52% of the portfolio, ranked #54.

YorkBridge Wealth Partners first reported a position in ILMN in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.65M in Q2 2021. 944 funds tracked by Wall St. Rank hold ILMN as of Q4 2022.

YorkBridge Wealth Partners held 10,422 shares of Illumina worth $2.05M as of Q4 2022.
YorkBridge Wealth Partners bought 4,219 Illumina shares in Q4 2022, an estimated $874K.
Illumina made up 0.52% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #54 holding.
YorkBridge Wealth Partners first reported a position in Illumina in Q4 2020 and has held it in 9 quarters since.
YorkBridge Wealth Partners's Illumina position peaked at $2.65M in Q2 2021.
944 funds tracked by Wall St. Rank held Illumina as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.