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Harel Insurance Investments & Financial Services’s Banco Bradesco BBD Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,000
Closed -$44K – 698
2022
Q4 		$44K Sell
15,000
-2,000
-12% -$6.48K ﹤0.01% 486
2022
Q3 		$63K Buy
+17,000
New +$59.9K ﹤0.01% 467
2022
Q1 		– Sell
-55,000
Closed -$170K – 712
2021
Q4 		$170K Hold
55,000
– – ﹤0.01% 437
2021
Q3 		$192K Hold
55,000
– – 0.01% 376
2021
Q2 		$836K Buy
+55,000
New +$239K 0.02% 356
2021
Q1 		– Sell
-24,200
Closed -$338K – 743
2020
Q4 		$338K Buy
24,200
+20,741
+600% +$75.8K 0.01% 418
2020
Q3 		$10K Buy
+3,459
New +$11.3K ﹤0.01% 549
2020
Q1 		– Sell
-6,655
Closed -$45K – 445
2019
Q4 		$45K Hold
6,655
– – ﹤0.01% 355
2019
Q3 		$41K Hold
6,655
– – ﹤0.01% 321
2019
Q2 		$49K Sell
6,655
-1,331
-17% -$9.1K ﹤0.01% 314
2019
Q1 		$55K Hold
7,986
– – ﹤0.01% 262
2018
Q4 		$49K Sell
7,986
-28,750
-78% -$167K ﹤0.01% 298
2018
Q3 		$163K Buy
36,736
+23,663
+181% +$109K 0.01% 221
2018
Q2 		$56K Sell
13,073
-2,237
-15% -$12.1K ﹤0.01% 295
2018
Q1 		$104K Sell
15,310
-11,244
-42% -$75K 0.01% 259
2017
Q4 		$155K Sell
26,554
-81,170
-75% -$486K 0.01% 235
2017
Q3 		$679K Sell
107,724
-48,377
-31% -$281K 0.06% 78
2017
Q2 		$729K Buy
156,101
+83,804
+116% +$425K 0.06% 83
2017
Q1 		$384K Buy
72,297
+15,461
+27% +$81.7K 0.03% 109
2016
Q4 		$256K Sell
56,836
-773
-1% -$3.63K 0.04% 93
2016
Q3 		$270K Sell
57,609
-39,058
-40% -$177K 0.04% 96
2016
Q2 		$386K Buy
+96,667
New +$356K 0.05% 104
2016
Q1 		– Sell
-70,598
Closed -$184K – 103
2015
Q4 		$160K Buy
+70,598
New +$185K 0.02% 117

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SIM
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BBD Position: Q1 2023 in Review

Harel Insurance Investments & Financial Services sold out of Banco Bradesco (BBD) in Q1 2023, closing a stake of 15,000 shares — an estimated $44K sold.

Harel Insurance Investments & Financial Services first reported a position in BBD in Q4 2015 and held it in 23 quarters. The position peaked at $836K in Q2 2021. 219 funds tracked by Wall St. Rank hold BBD as of Q1 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Banco Bradesco position as of Q1 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 15,000 Banco Bradesco shares in Q1 2023, an estimated $44K.
  • Harel Insurance Investments & Financial Services first reported a position in Banco Bradesco in Q4 2015 and held it in 23 quarters.
  • Harel Insurance Investments & Financial Services's Banco Bradesco position peaked at $836K in Q2 2021.
  • 219 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2023, filed 2 May 2023.