Alan B Lancz & Associates, Inc.'s ownership history for XLU

Alan B Lancz & Associates, Inc. currently holds 5.0K shares with a market value of $227.2K. It started holding XLU on 2024-12-31. At its peak, it held 5.0K shares on 2025-12-31. Its highest holding value was $248.5K on 2025-09-30. At its lowest, it held 2.7K shares on 2024-12-31, with a value of $204.7K on 2024-12-31. In the recent 180 days, Alan B Lancz & Associates, Inc. has increased its shares by 2.1K. In the recent year, Alan B Lancz & Associates, Inc. has increased its shares by 2.2K.