Phoenix Holdings Ltd. Portfolio Holdings

Phoenix Holdings Ltd.

  • $6.66 Billion
  • Q3 2024

Phoenix Holdings Ltd. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.66 Billion distributed in 524 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Financial Sector Spdr with a value of $549M, Teva Pharmaceutical Industries LTD with a value of $407M, Nice Ltd. with a value of $315M, Microsoft Corp with a value of $269M, and Amazon Com Inc with a value of $269M.

Examining the 13F form we can see an increase of $419M in the current position value, from $6.25B to 6.66B.

Phoenix Holdings Ltd. is based out at Givatayim, L3

Below you can find more details about Phoenix Holdings Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $6.66 Billion
ETFs: $2.33 Billion
Technology: $1.84 Billion
Healthcare: $569 Million
Consumer Cyclical: $508 Million
Communication Services: $435 Million
Basic Materials: $364 Million
Financial Services: $241 Million
Industrials: $209 Million
Other: $172 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.8B
$491,000 0.01% of portfolio
4,493
Q3 2024 Added 11.54%
$96.9B
$523,000 0.01% of portfolio
1,006
Q3 2024 New
$36.7B
$577,000 0.01% of portfolio
7,196
Q3 2024 Added 21.12%
$59B
$747,000 0.01% of portfolio
3,111
Q3 2024 Reduced 33.55%
$2.64B
$349,000 0.01% of portfolio
15,484
Q3 2024 Added 42.41%
$34.4B
$420,000 0.01% of portfolio
7,861
Q3 2024 Added 22.6%
$29.7B
$367,000 0.01% of portfolio
5,061
Q3 2024 Reduced 98.8%
$134B
$969,000 0.01% of portfolio
15,493
Q3 2024 Reduced 17.55%
$5.17B
$336,000 0.01% of portfolio
4,537
Q3 2024 Reduced 24.03%
$113B
$426,000 0.01% of portfolio
4,737
Q3 2024 Added 8.6%
$4.43B
$357,000 0.01% of portfolio
2,120
Q3 2024 Added 904.74%
$7.26B
$223,000 0.0% of portfolio
770
Q3 2024 Reduced 20.21%
$90.3B
$221,000 0.0% of portfolio
351
Q3 2024 New
$28.9B
$284,000 0.0% of portfolio
29
Q3 2024 New
$20.7B
$215,000 0.0% of portfolio
6,121
Q3 2024 New
$36.7B
$269,000 0.0% of portfolio
1,137
Q3 2024 Reduced 5.64%
$53.2B
$305,000 0.0% of portfolio
2,411
Q3 2024 Reduced 26.52%
$3.17B
$119,000 0.0% of portfolio
28,129
Q3 2023 Added 71.62%
$4.56B
$251,000 0.0% of portfolio
9,951
Q3 2024 Reduced 21.15%
$146B
$317,000 0.0% of portfolio
4,892
Q3 2024 New
$14.4B
$283,000 0.0% of portfolio
1,079
Q3 2024 Added 9.43%
$41.4B
$219,000 0.0% of portfolio
2,465
Q3 2024 New
$1.61B
$205,000 0.0% of portfolio
53,072
Q3 2024 Added 70.59%
$9.97B
$295,000 0.0% of portfolio
362
Q3 2024 Reduced 73.34%
$24.1B
$325,000 0.0% of portfolio
1,440
Q3 2024 Reduced 5.64%
$200M
$9,000 0.0% of portfolio
11,500
Q2 2023 Reduced 75.0%
$24.9B
$126,000 0.0% of portfolio
15,348
Q3 2024 New
$90.9B
$308,000 0.0% of portfolio
1,486
Q3 2024 Added 9.51%
$0
$12,000 0.0% of portfolio
40,000
Q3 2024 Reduced 79.24%
$5.64B
$231,000 0.0% of portfolio
1,118
Q3 2024 Reduced 25.71%
$41.1B
$318,000 0.0% of portfolio
629
Q3 2024 Reduced 1.72%
$4.85B
$221,000 0.0% of portfolio
2,117
Q3 2024 New
$56.2B
$266,000 0.0% of portfolio
1,483
Q2 2024 Reduced 2.69%
$17.7B
$215,000 0.0% of portfolio
790
Q3 2024 New
$70.4B
$204,000 0.0% of portfolio
1,497
Q3 2024 New
$49.1B
$210,000 0.0% of portfolio
2,099
Q3 2024 New
$28.4B
$313,000 0.0% of portfolio
4,211
Q3 2024 Added 35.58%
$28.9B
$266,000 0.0% of portfolio
9,192
Q3 2024 New
$3.12B
$224,000 0.0% of portfolio
2,701
Q3 2024 Reduced 5.72%
$142B
$212,000 0.0% of portfolio
364
Q3 2024 New
$99.3B
$241,000 0.0% of portfolio
632
Q3 2024 New
$32.2B
$329,000 0.0% of portfolio
1,463
Q3 2024 Added 33.85%
$42.8B
$259,000 0.0% of portfolio
1,384
Q3 2024 New
$126B
$311,000 0.0% of portfolio
1,125
Q3 2024 Reduced 8.76%
$82.6B
$201,000 0.0% of portfolio
448
Q3 2024 New
$18.3B
$298,000 0.0% of portfolio
1,877
Q3 2024 New
$7.82B
$94,000 0.0% of portfolio
13,335
Q3 2024 New
$45.4B
$251,000 0.0% of portfolio
1,410
Q3 2024 Added 57.02%
$1.22B
$149,000 0.0% of portfolio
100,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 524
  • Current Value $6.66 Billion
  • Prior Value $6.25 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 56 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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