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Harel Insurance Investments & Financial Services’s Advanced Energy AEIS Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-410
Closed -$45K – 650
2023
Q2 		$45K Buy
+410
New +$39.1K ﹤0.01% 503
2020
Q1 		– Sell
-1,478
Closed -$105K – 431
2019
Q4 		$105K Buy
+1,478
New +$92K ﹤0.01% 281

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AEIS Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Advanced Energy (AEIS) in Q3 2023, closing a stake of 410 shares — an estimated $45K sold.

Harel Insurance Investments & Financial Services first reported a position in AEIS in Q4 2019 and held it in 2 quarters. The position peaked at $105K in Q4 2019. 295 funds tracked by Wall St. Rank hold AEIS as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Advanced Energy position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 410 Advanced Energy shares in Q3 2023, an estimated $45K.
  • Harel Insurance Investments & Financial Services first reported a position in Advanced Energy in Q4 2019 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Advanced Energy position peaked at $105K in Q4 2019.
  • 295 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.