Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) Portfolio Holdings

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

  • $609 Million
  • Q4 2024

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $609 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $78.9M, Technology Sector Spdr with a value of $58.3M, Vanguard Index Fds S&P 500 ETF with a value of $48.8M, Financial Sector Spdr with a value of $43.6M, and Teva Pharmaceutical Industries LTD with a value of $37.8M.

Examining the 13F form we can see an decrease of $121M in the current position value, from $729M to 609M.

Below you can find more details about Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) portfolio as well as his latest detailed transactions.

Portfolio value $609 Million
ETFs: $430 Million
Technology: $80.9 Million
Healthcare: $45.7 Million
Consumer Cyclical: $18.4 Million
Utilities: $15.2 Million
Communication Services: $14.1 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.38B
$7.88 Million 1.29% of portfolio
471,778
Q3 2023 Added 10.75%
$1.45B
$1.73 Million 0.28% of portfolio
64,324
Q4 2023 New
$743M
$1.45 Million 0.24% of portfolio
106,784
Q1 2024 Added 137.3%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $609 Million
  • Prior Value $729 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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