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Harel Insurance Investments & Financial Services’s Dream Finders Homes DFH Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,252
Closed -$293K – 721
2023
Q1 		$293K Buy
22,252
+14,843
+200% +$175K 0.01% 286
2022
Q4 		$65K Sell
7,409
-340
-4% -$3.41K ﹤0.01% 440
2022
Q3 		$82K Buy
+7,749
New +$93.4K ﹤0.01% 428

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of Dream Finders Homes (DFH) in Q2 2023, closing a stake of 22,252 shares — an estimated $293K sold.

Harel Insurance Investments & Financial Services first reported a position in DFH in Q3 2022 and held it in 3 quarters. The position peaked at $293K in Q1 2023. 110 funds tracked by Wall St. Rank hold DFH as of Q2 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Dream Finders Homes position as of Q2 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 22,252 Dream Finders Homes shares in Q2 2023, an estimated $293K.
  • Harel Insurance Investments & Financial Services first reported a position in Dream Finders Homes in Q3 2022 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Dream Finders Homes position peaked at $293K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2023.

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