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Harel Insurance Investments & Financial Services’s Appian APPN Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-151
Closed -$7K – 597
2023
Q3 		$7K Sell
151
-14
-8% -$671 ﹤0.01% 610
2023
Q2 		$8K Sell
165
-12
-7% -$506 ﹤0.01% 642
2023
Q1 		$8K Sell
177
-56
-24% -$2.26K ﹤0.01% 655
2022
Q4 		$8K Buy
+233
New +$9.19K ﹤0.01% 642
2022
Q1 		– Sell
-32
Closed -$2K – 706
2021
Q4 		$2K Sell
32
-1,270
-98% -$106K ﹤0.01% 729
2021
Q3 		$120K Sell
1,302
-580
-31% -$64.3K ﹤0.01% 435
2021
Q2 		$835K Sell
1,882
-1,150
-38% -$131K 0.02% 357
2021
Q1 		$1.34M Sell
3,032
-6,510
-68% -$1.15M 0.03% 307
2020
Q4 		$4.97M Buy
9,542
+5,022
+111% +$562K 0.12% 86
2020
Q3 		$293K Sell
4,520
-9,269
-67% -$502K 0.01% 250
2020
Q2 		$707K Buy
+13,789
New +$673K 0.02% 99

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 APPN Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Appian (APPN) in Q4 2023, closing a stake of 151 shares — an estimated $7K sold.

Harel Insurance Investments & Financial Services first reported a position in APPN in Q2 2020 and held it in 11 quarters. The position peaked at $4.97M in Q4 2020. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 151 Appian shares in Q4 2023, an estimated $7K.
  • Harel Insurance Investments & Financial Services first reported a position in Appian in Q2 2020 and held it in 11 quarters.
  • Harel Insurance Investments & Financial Services's Appian position peaked at $4.97M in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.