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Harel Insurance Investments & Financial Services’s Consolidated Water Co CWCO Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,452
Closed -$36K – 672
2023
Q2 		$36K Buy
+1,452
New +$28.1K ﹤0.01% 517

Other funds holding CWCO

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TCMG
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KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Harel Insurance Investments & Financial Services's CWCO Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Consolidated Water Co (CWCO) in Q3 2023, closing a stake of 1,452 shares — an estimated $36K sold.

Harel Insurance Investments & Financial Services first reported a position in CWCO in Q2 2023 and held it in 1 quarter. The position peaked at $36K in Q2 2023. 122 funds tracked by Wall St. Rank hold CWCO as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Consolidated Water Co position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,452 Consolidated Water Co shares in Q3 2023, an estimated $36K.
  • Harel Insurance Investments & Financial Services first reported a position in Consolidated Water Co in Q2 2023 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Consolidated Water Co position peaked at $36K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Consolidated Water Co as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.