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Harel Insurance Investments & Financial Services’s B&G Foods BGS Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-243
Closed -$25K – 772
2021
Q1 		$25K Sell
243
-79
-25% -$2.48K ﹤0.01% 685
2020
Q4 		$29K Buy
322
+56
+21% +$1.58K ﹤0.01% 646
2020
Q3 		$7K Buy
+266
New +$7.44K ﹤0.01% 592

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BGS Position: Q2 2021 in Review

Harel Insurance Investments & Financial Services sold out of B&G Foods (BGS) in Q2 2021, closing a stake of 243 shares — an estimated $25K sold.

Harel Insurance Investments & Financial Services first reported a position in BGS in Q3 2020 and held it in 3 quarters. The position peaked at $29K in Q4 2020. 297 funds tracked by Wall St. Rank hold BGS as of Q2 2021.

  • Harel Insurance Investments & Financial Services reported no remaining B&G Foods position as of Q2 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 243 B&G Foods shares in Q2 2021, an estimated $25K.
  • Harel Insurance Investments & Financial Services first reported a position in B&G Foods in Q3 2020 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's B&G Foods position peaked at $29K in Q4 2020.
  • 297 funds tracked by Wall St. Rank held B&G Foods as of Q2 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2021, filed 26 Jul 2021.