BHB
ULY

Bank Hapoalim BM’s Urgent.ly ULY Stock Holding History

Bank Hapoalim BM’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,241
Closed -$1K – 132
2024
Q3 		$1K Hold
1,241
– – ﹤0.01% 129
2024
Q2 		$26K Hold
1,241
– – ﹤0.01% 135
2024
Q1 		$28K Hold
1,241
– – ﹤0.01% 135
2023
Q4 		$47K Buy
+1,241
New +$56.1K 0.01% 141

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank Hapoalim BM's ULY Position: Q4 2024 in Review

Bank Hapoalim BM sold out of Urgent.ly (ULY) in Q4 2024, closing a stake of 1,241 shares — an estimated $1K sold.

Bank Hapoalim BM first reported a position in ULY in Q4 2023 and held it in 4 quarters. The position peaked at $47K in Q4 2023. 27 funds tracked by Wall St. Rank hold ULY as of Q4 2024.

  • Bank Hapoalim BM reported no remaining Urgent.ly position as of Q4 2024 after selling out during the quarter.
  • Bank Hapoalim BM sold 1,241 Urgent.ly shares in Q4 2024, an estimated $1K.
  • Bank Hapoalim BM first reported a position in Urgent.ly in Q4 2023 and held it in 4 quarters.
  • Bank Hapoalim BM's Urgent.ly position peaked at $47K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Urgent.ly as of Q4 2024.

Based on Bank Hapoalim BM's 13F filing for Q4 2024, filed 27 Jan 2025.