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Harel Insurance Investments & Financial Services’s CVR Energy CVI Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,348
Closed -$272K – 717
2023
Q1 		$272K Buy
8,348
+5,581
+202% +$179K 0.01% 295
2022
Q4 		$86K Sell
2,767
-152
-5% -$5.39K ﹤0.01% 390
2022
Q3 		$84K Buy
+2,919
New +$92K ﹤0.01% 421

Other funds holding CVI

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of CVR Energy (CVI) in Q2 2023, closing a stake of 8,348 shares — an estimated $272K sold.

Harel Insurance Investments & Financial Services first reported a position in CVI in Q3 2022 and held it in 3 quarters. The position peaked at $272K in Q1 2023. 174 funds tracked by Wall St. Rank hold CVI as of Q2 2023.

  • Harel Insurance Investments & Financial Services reported no remaining CVR Energy position as of Q2 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 8,348 CVR Energy shares in Q2 2023, an estimated $272K.
  • Harel Insurance Investments & Financial Services first reported a position in CVR Energy in Q3 2022 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's CVR Energy position peaked at $272K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held CVR Energy as of Q2 2023.

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