MADISON INVESTMENT HOLDINGS INC: XLE position timeline

MADISON INVESTMENT HOLDINGS INC held 13,957 XLE shares at 2019-09-30 per its 13F-HR filed 2019-11-13.

the latest 13F is the newest step

1. period ended2019-09-30

   13F 13,957 shares

   Change vs previous 13F +13,957 shares

   0.01% of the 13F portfolio, value $826,000.

   13F-HR 0001138060-19-000013 filed by MADISON INVESTMENT HOLDINGS INC
   Filed 2019-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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

2. period ended2019-06-30

   13F 0 shares

   Change vs previous 13F -61,625 shares

   13F-HR 0001138060-19-000011 filed by MADISON INVESTMENT HOLDINGS INC
   Filed 2019-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

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

3. period ended2019-03-31

   13F 61,625 shares

   Change vs previous 13F -188,604 shares

   0.07% of the 13F portfolio, value $4,075,000.

   13F-HR 0001138060-19-000009 filed by MADISON INVESTMENT HOLDINGS INC
   Filed 2019-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

4. period ended2018-12-31

   13F 250,229 shares

   Change vs previous 13F -25,296 shares

   0.29% of the 13F portfolio, value $14,351,000.

   13F-HR 0001138060-19-000004 filed by MADISON INVESTMENT HOLDINGS INC
   Filed 2019-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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

5. period ended2018-09-30

   13F 275,525 shares

   Change vs previous 13F -149,839 shares

   0.36% of the 13F portfolio, value $20,868,000.

   13F-HR 0001138060-18-000018 filed by MADISON INVESTMENT HOLDINGS INC
   Filed 2018-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

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

6. period ended2018-06-30

   13F 425,364 shares

   Change vs previous 13F +125,608 shares

   0.58% of the 13F portfolio, value $32,302,000.

   13F-HR 0001138060-18-000016 filed by MADISON INVESTMENT HOLDINGS INC
   Filed 2018-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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

7. period ended2018-03-31

   13F 299,756 shares

   Change vs previous 13F -16,746 shares

   0.36% of the 13F portfolio, value $20,207,000.

   13F-HR 0001138060-18-000011 filed by MADISON INVESTMENT HOLDINGS INC
   Filed 2018-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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

8. period ended2017-12-31

   13F 316,502 shares

   Change vs previous 13F not available

   0.39% of the 13F portfolio, value $22,870,000.

   13F-HR 0001138060-18-000003 filed by MADISON INVESTMENT HOLDINGS INC
   Filed 2018-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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