A detailed history of Lumbard & Kellner, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Lumbard & Kellner, LLC holds 2,894 shares of XLK stock, worth $667,964. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,894
Previous 1,669 73.4%
Holding current value
$667,964
Previous $377,000 73.21%
% of portfolio
0.3%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$197.34 - $237.68 $241,741 - $291,158
1,225 Added 73.4%
2,894 $653,000
Q2 2024

Aug 09, 2024

BUY
$192.53 - $231.41 $321,332 - $386,223
1,669 New
1,669 $377,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Lumbard & Kellner, LLC Portfolio

Follow Lumbard & Kellner, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lumbard & Kellner, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumbard & Kellner, LLC with notifications on news.