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Disclosery

Connolly Sarah T.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Connolly Sarah T. on XLU, newest first. How the timeline and the estimate are built.

Connolly Sarah T. held 0 XLU shares at 2023-09-30 per its 13F-HR filed 2023-10-23.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -14,304 shares

    13F-HR 0001324022-23-000009 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 14,304 shares
    Change vs previous 13F -105 shares

    0.57% of the 13F portfolio, value $936,054.

    13F-HR 0001845262-23-000004 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-03-31
    13F 14,409 shares
    Change vs previous 13F +2,424 shares

    0.62% of the 13F portfolio, value $975,345.

    13F-HR 0001845262-23-000003 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-12-31
    13F 11,985 shares
    Change vs previous 13F +796 shares

    0.57% of the 13F portfolio, value $844,943.

    13F-HR 0001845262-23-000001 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-09-30
    13F 11,189 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $733,000.

    13F-HR 0001324022-22-000007 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).