Bank Hapoalim BM’s PepsiCo PEP Stock Holding History

Bank Hapoalim BM’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,958	Closed	-$340K	–	232
2021 Q4	$340K	Sell	1,958 -747	-28%	-$122K	0.03%	196
2021 Q3	$407K	Sell	2,705 -618	-19%	-$95.7K	0.04%	182
2021 Q2	$492K	Buy	3,323 +978	+42%	+$142K	0.06%	169
2021 Q1	$332K	Buy	+2,345	New	+$322K	0.04%	191
2020 Q3	–	Sell	-1,678	Closed	-$222K	–	192
2020 Q2	$222K	Buy	+1,678	New	+$221K	0.05%	167

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank Hapoalim BM's PEP Position: Q1 2022 in Review

Bank Hapoalim BM sold out of PepsiCo (PEP) in Q1 2022, closing a stake of 1,958 shares — an estimated $340K sold.

Bank Hapoalim BM first reported a position in PEP in Q2 2020 and held it in 5 quarters. The position peaked at $492K in Q2 2021. 3,026 funds tracked by Wall St. Rank hold PEP as of Q1 2022.

Bank Hapoalim BM reported no remaining PepsiCo position as of Q1 2022 after selling out during the quarter.
Bank Hapoalim BM sold 1,958 PepsiCo shares in Q1 2022, an estimated $340K.
Bank Hapoalim BM first reported a position in PepsiCo in Q2 2020 and held it in 5 quarters.
Bank Hapoalim BM's PepsiCo position peaked at $492K in Q2 2021.
3,026 funds tracked by Wall St. Rank held PepsiCo as of Q1 2022.

Based on Bank Hapoalim BM's 13F filing for Q1 2022, filed 28 Apr 2022.