Richard Bernstein Advisors LLC XLF Holdings History
Richard Bernstein Advisors LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Richard Bernstein Advisors LLC held 3.13 Mil shares of Financial Select Sector SPDR(XLF), totaling $155.68 Mil. This investment constitutes 3.77% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 0.31% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2018Q2. And since then Richard Bernstein Advisors LLC has made 15 purchases of XLF, at an average price of $33.07, for a total of 9.57 Mil shares. In addition, there have been 9 sales at an average price of $26.58 for 6.44 Mil shares. Based on historical transaction data and XLF's current price of $52.54, Richard Bernstein Advisors LLC's estimated gain on his XLF holdings is $19.03 Mil, reflecting a 6.01% gain to date.
Richard Bernstein Advisors LLC XLF ($52.54) Holding Chart
Richard Bernstein Advisors LLC XLF ($52.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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