Harel Insurance Investments & Financial Services’s Broadstone Net Lease BNL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-550	Closed	-$9K	–	698
2023 Q1	$9K	Sell	550 -350	-39%	-$6.1K	﹤0.01%	640
2022 Q4	$15K	Hold	900	–	–	﹤0.01%	586
2022 Q3	$14K	Sell	900 -700	-44%	-$14.2K	﹤0.01%	631
2022 Q2	$33K	Hold	1,600	–	–	﹤0.01%	574
2022 Q1	$35K	Buy	+1,600	New	+$35.7K	﹤0.01%	575

Other funds holding BNL

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BNL Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of Broadstone Net Lease (BNL) in Q2 2023, closing a stake of 550 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in BNL in Q1 2022 and held it in 5 quarters. The position peaked at $35K in Q1 2022. 260 funds tracked by Wall St. Rank hold BNL as of Q2 2023.

Harel Insurance Investments & Financial Services reported no remaining Broadstone Net Lease position as of Q2 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 550 Broadstone Net Lease shares in Q2 2023, an estimated $9K.
Harel Insurance Investments & Financial Services first reported a position in Broadstone Net Lease in Q1 2022 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's Broadstone Net Lease position peaked at $35K in Q1 2022.
260 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.