CI
FORTY

Clal Insurance’s Formula Systems FORTY Stock Holding History

Clal Insurance’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.7M Hold
824,703
– – 0.6% 40
2025
Q4 		$139M Hold
824,703
– – 0.9% 27
2025
Q3 		$115M Hold
824,703
– – 0.88% 33
2025
Q2 		$105M Hold
824,703
– – 1.03% 27
2025
Q1 		$71.4M Hold
824,703
– – 0.74% 34
2024
Q4 		$69.2M Hold
824,703
– – 0.62% 37
2024
Q3 		$66.3M Hold
824,703
– – 0.59% 43
2024
Q2 		$58.8M Hold
824,703
– – 0.61% 38
2024
Q1 		$67.3M Buy
824,703
+16,642
+2% +$1.21M 0.76% 36
2023
Q4 		$53.6M Buy
+808,061
New +$50.1M 0.7% 38

Other funds holding FORTY

AS
Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.21B AUM 21.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return