Harel Insurance Investments & Financial Services’s Altus Power AMPS Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio AMPS Stock Details AMPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,165	Closed	-$29K	–	563
2024 Q4	$29K	Sell	7,165 -6,291	-47%	-$23K	﹤0.01%	351
2024 Q3	$43K	Sell	13,456 -59,005	-81%	-$210K	﹤0.01%	362
2024 Q2	$284K	Buy	+72,461	New	+$301K	0.01%	223
2023 Q4	–	Sell	-8,100	Closed	-$41K	–	699
2023 Q3	$41K	Buy	+8,100	New	+$49.6K	﹤0.01%	488
2022 Q4	–	Sell	-4,550	Closed	-$49K	–	758
2022 Q3	$49K	Buy	+4,550	New	+$43.4K	﹤0.01%	512

Other funds holding AMPS

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AMPS Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of Altus Power (AMPS) in Q1 2025, closing a stake of 7,165 shares — an estimated $29K sold.

Harel Insurance Investments & Financial Services first reported a position in AMPS in Q3 2022 and held it in 5 quarters. The position peaked at $284K in Q2 2024. 156 funds tracked by Wall St. Rank hold AMPS as of Q1 2025.

Harel Insurance Investments & Financial Services reported no remaining Altus Power position as of Q1 2025 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 7,165 Altus Power shares in Q1 2025, an estimated $29K.
Harel Insurance Investments & Financial Services first reported a position in Altus Power in Q3 2022 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's Altus Power position peaked at $284K in Q2 2024.
156 funds tracked by Wall St. Rank held Altus Power as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.