SEC 13F Intelligence

Manning & Napier Group, LLC / USIG

Manning & Napier Group, LLC’s Ishares Tr Position

Does Manning & Napier Group, LLC own Ishares Tr (USIG)? Yes429.7K shares worth $22M (+0.25% of its 13F portfolio) as of Q1 2024, down from 446.9K shares the prior filed quarter.

Position Value
$22M
Q1 2024
Shares
429.7K
% of Portfolio
+0.25%
Quarters Held
20
currently held

Position History USIG

Reported value by quarter
Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ1 ’20: $4MQ1 ’20Q2 ’20: $12MQ3 ’20: $11MQ4 ’20: $34MQ4 ’20Q1 ’21: $47MQ2 ’21: $49MQ3 ’21: $36MQ3 ’21Q4 ’21: $36MQ1 ’22: $27MQ2 ’22: $23MQ2 ’22Q3 ’22: $23MQ4 ’22: $22MQ1 ’23: $23MQ1 ’23Q2 ’23: $22MQ3 ’23: $22MQ4 ’23: $23MQ4 ’23Q1 ’24: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024429.7K$22M+0.25%
Q4 2023446.9K$23M+0.27%
Q3 2023454.2K$22M+0.27%
Q2 2023443.4K$22M+0.25%
Q1 2023457.8K$23M+0.27%
Q4 2022456.6K$22M+0.28%
Q3 2022475.7K$23M+0.30%
Q2 2022459.4K$23M+0.27%
Q1 2022492.9K$27M+0.26%
Q4 2021598.8K$36M+0.30%
Q3 2021599.8K$36M+0.31%
Q2 2021814.3K$49M+0.40%
Q1 2021799.1K$47M+0.40%
Q4 2020541.4K$34M+0.31%
Q3 2020182.5K$11M+0.11%
Q2 2020197.8K$12M+0.13%
Q1 202069.5K$4M+0.05%
Q4 201936.2K$2M+0.02%
Q3 201932.6K$2M+0.02%
Q2 201930.7K$2M+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Manning & Napier Group, LLC’s full portfolio or all institutional holders of USIG.