Harel Insurance Investments & Financial Services’s Covenant Logistics CVLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-191	Closed	-$4K	–	443
2025 Q1	$4K	Sell	191 -43	-18%	-$1.11K	﹤0.01%	463
2024 Q4	$6K	Sell	234 -48	-17%	-$1.32K	﹤0.01%	446
2024 Q3	$7K	Sell	282 -46	-14%	-$1.19K	﹤0.01%	462
2024 Q2	$8K	Sell	328 -72	-18%	-$1.67K	﹤0.01%	490
2024 Q1	$9K	Sell	400 -46	-10%	-$1.1K	﹤0.01%	493
2023 Q4	$10K	Sell	446 -416	-48%	-$8.91K	﹤0.01%	539
2023 Q3	$19K	Sell	862 -244	-22%	-$5.91K	﹤0.01%	550
2023 Q2	$24K	Sell	1,106 -304	-22%	-$5.87K	﹤0.01%	559
2023 Q1	$25K	Buy	1,410 +68	+5%	+$1.18K	﹤0.01%	575
2022 Q4	$23K	Buy	+1,342	New	+$24.1K	﹤0.01%	558

Other funds holding CVLG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Harel Insurance Investments & Financial Services's CVLG Position: Q2 2025 in Review

Harel Insurance Investments & Financial Services sold out of Covenant Logistics (CVLG) in Q2 2025, closing a stake of 191 shares — an estimated $4K sold.

Harel Insurance Investments & Financial Services first reported a position in CVLG in Q4 2022 and held it in 10 quarters. The position peaked at $25K in Q1 2023. 155 funds tracked by Wall St. Rank hold CVLG as of Q2 2025.

Harel Insurance Investments & Financial Services reported no remaining Covenant Logistics position as of Q2 2025 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 191 Covenant Logistics shares in Q2 2025, an estimated $4K.
Harel Insurance Investments & Financial Services first reported a position in Covenant Logistics in Q4 2022 and held it in 10 quarters.
Harel Insurance Investments & Financial Services's Covenant Logistics position peaked at $25K in Q1 2023.
155 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.