Diversified Trust Co's ownership history for XLE

Diversified Trust Co currently holds 20.5K shares with a market value of $1.3M. It started holding XLE on 2024-09-30. At its peak, it held 25.6K shares on 2025-12-31. Its highest holding value was $1.3M on 2026-03-31. At its lowest, it held 2.8K shares on 2024-12-31, with a value of $239.5K on 2024-12-31. In the recent 180 days, Diversified Trust Co has increased its shares by 8.1K. In the recent year, Diversified Trust Co has increased its shares by 11.8K.