Harel Insurance Investments & Financial Services Ltd. Portfolio Holdings

Harel Insurance Investments & Financial Services Ltd.

  • $5.8 Billion
  • Q3 2024

Harel Insurance Investments & Financial Services Ltd. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.8 Billion distributed in 493 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Financial Sector Spdr with a value of $468M, Select Sector Spdr Fund Health with a value of $448M, Utilities Sector Spdr with a value of $327M, Global X Fds Us Infrastructure with a value of $281M, and Nova Ltd. with a value of $241M.

Examining the 13F form we can see an increase of $490M in the current position value, from $5.31B to 5.8B.

Below you can find more details about Harel Insurance Investments & Financial Services Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $5.8 Billion
ETFs: $4.03 Billion
Technology: $899 Million
Consumer Cyclical: $206 Million
Industrials: $164 Million
Communication Services: $160 Million
Financial Services: $160 Million
Healthcare: $59.3 Million
Consumer Defensive: $22.7 Million
Other: $15.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.2M
$626,000 0.01% of portfolio
920,333
Q4 2022 Reduced 0.05%
$0
$6,000 0.0% of portfolio
48,826
Q3 2023 New
$0
$33,000 0.0% of portfolio
1,179
Q3 2024 Reduced 6.06%
$0
$44,000 0.0% of portfolio
1,800
Q1 2021 New
$0
$5,000 0.0% of portfolio
125,968
Q3 2023 New
$0
$12,000 0.0% of portfolio
573
Q3 2024 Added 2.14%

Summary

  • Portfolio
  • No. of Stocks 493
  • Current Value $5.8 Billion
  • Prior Value $5.31 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 42 stocks
  • Additional Purchases 147 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 193 stocks
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