Harel Insurance Investments & Financial Services’s Cemex CX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,500	Closed	-$57K	–	718
2023 Q1	$57K	Sell	10,500 -11,500	-52%	-$58.5K	﹤0.01%	470
2022 Q4	$91K	Sell	22,000 -8,000	-27%	-$32K	﹤0.01%	378
2022 Q3	$102K	Hold	30,000	–	–	﹤0.01%	373
2022 Q2	$118K	Hold	30,000	–	–	﹤0.01%	386
2022 Q1	$159K	Hold	30,000	–	–	﹤0.01%	381
2021 Q4	$204K	Sell	30,000 -5,000	-14%	-$32.6K	﹤0.01%	395
2021 Q3	$251K	Sell	35,000 -25,000	-42%	-$197K	0.01%	336
2021 Q2	$1.64M	Buy	+60,000	New	+$477K	0.04%	232
2020 Q1	–	Sell	-20,000	Closed	-$76K	–	456
2019 Q4	$76K	Buy	20,000 +5,000	+33%	+$19K	﹤0.01%	313
2019 Q3	$59K	Buy	15,000 +5,000	+50%	+$18.3K	﹤0.01%	291
2019 Q2	$42K	Hold	10,000	–	–	﹤0.01%	334
2019 Q1	$46K	Hold	10,000	–	–	﹤0.01%	279
2018 Q4	$48K	Buy	10,000 +5,000	+100%	+$26.7K	﹤0.01%	302
2018 Q3	$35K	Sell	5,000 -15,000	-75%	-$105K	﹤0.01%	380
2018 Q2	$131K	Buy	20,000 +17,000	+567%	+$108K	0.01%	229
2018 Q1	$20K	Sell	3,000 -7,000	-70%	-$52.4K	﹤0.01%	390
2017 Q4	$75K	Buy	10,000 +3,000	+43%	+$23.7K	﹤0.01%	296
2017 Q3	$64K	Hold	7,000	–	–	0.01%	271
2017 Q2	$66K	Buy	+7,000	New	+$61.7K	0.01%	277

Other funds holding CX

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Harel Insurance Investments & Financial Services sold out of Cemex (CX) in Q2 2023, closing a stake of 10,500 shares — an estimated $57K sold.

Harel Insurance Investments & Financial Services first reported a position in CX in Q2 2017 and held it in 19 quarters. The position peaked at $1.64M in Q2 2021. 257 funds tracked by Wall St. Rank hold CX as of Q2 2023.

Harel Insurance Investments & Financial Services reported no remaining Cemex position as of Q2 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 10,500 Cemex shares in Q2 2023, an estimated $57K.
Harel Insurance Investments & Financial Services first reported a position in Cemex in Q2 2017 and held it in 19 quarters.
Harel Insurance Investments & Financial Services's Cemex position peaked at $1.64M in Q2 2021.
257 funds tracked by Wall St. Rank held Cemex as of Q2 2023.

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