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Harel Insurance Investments & Financial Services’s Brunswick BC Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-500
Closed -$40K – 711
2022
Q1 		$40K Sell
500
-14,430
-97% -$1.33M ﹤0.01% 544
2021
Q4 		$1.48M Buy
14,930
+5,029
+51% +$492K 0.03% 146
2021
Q3 		$944K Sell
9,901
-810
-8% -$80.6K 0.02% 151
2021
Q2 		$2.94M Buy
10,711
+1,671
+18% +$170K 0.06% 145
2021
Q1 		$2.47M Buy
+9,040
New +$828K 0.05% 217

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BC Position: Q2 2022 in Review

Harel Insurance Investments & Financial Services sold out of Brunswick (BC) in Q2 2022, closing a stake of 500 shares — an estimated $40K sold.

Harel Insurance Investments & Financial Services first reported a position in BC in Q1 2021 and held it in 5 quarters. The position peaked at $2.94M in Q2 2021. 378 funds tracked by Wall St. Rank hold BC as of Q2 2022.

  • Harel Insurance Investments & Financial Services reported no remaining Brunswick position as of Q2 2022 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 500 Brunswick shares in Q2 2022, an estimated $40K.
  • Harel Insurance Investments & Financial Services first reported a position in Brunswick in Q1 2021 and held it in 5 quarters.
  • Harel Insurance Investments & Financial Services's Brunswick position peaked at $2.94M in Q2 2021.
  • 378 funds tracked by Wall St. Rank held Brunswick as of Q2 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.