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Harel Insurance Investments & Financial Services’s Alarm.com ALRM Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,296
Closed -$272K – 538
2023
Q4 		$272K Sell
4,296
-37
-0.9% -$2.12K ﹤0.01% 254
2023
Q3 		$264K Sell
4,333
-6,508
-60% -$368K 0.01% 255
2023
Q2 		$551K Buy
+10,841
New +$533K 0.01% 205
2020
Q4 		– Sell
-1,192
Closed -$67K – 716
2020
Q3 		$67K Buy
+1,192
New +$73.7K ﹤0.01% 425
2019
Q3 		– Sell
-1,400
Closed -$75K – 491
2019
Q2 		$75K Buy
+1,400
New +$86.4K ﹤0.01% 281

Other funds holding ALRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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 ALRM Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Alarm.com (ALRM) in Q1 2024, closing a stake of 4,296 shares — an estimated $272K sold.

Harel Insurance Investments & Financial Services first reported a position in ALRM in Q2 2019 and held it in 5 quarters. The position peaked at $551K in Q2 2023. 302 funds tracked by Wall St. Rank hold ALRM as of Q1 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Alarm.com position as of Q1 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 4,296 Alarm.com shares in Q1 2024, an estimated $272K.
  • Harel Insurance Investments & Financial Services first reported a position in Alarm.com in Q2 2019 and held it in 5 quarters.
  • Harel Insurance Investments & Financial Services's Alarm.com position peaked at $551K in Q2 2023.
  • 302 funds tracked by Wall St. Rank held Alarm.com as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.