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Harel Insurance Investments & Financial Services’s Dragonfly Energy DFLI Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio DFLI Stock Details DFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-225
Closed -$32K – 621
2023
Q3 		$32K Buy
+225
New +$39.5K ﹤0.01% 507

Other funds holding DFLI

BlackRock
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Harel Insurance Investments & Financial Services's DFLI Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Dragonfly Energy (DFLI) in Q4 2023, closing a stake of 225 shares — an estimated $32K sold.

Harel Insurance Investments & Financial Services first reported a position in DFLI in Q3 2023 and held it in 1 quarter. The position peaked at $32K in Q3 2023. 45 funds tracked by Wall St. Rank hold DFLI as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Dragonfly Energy position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 225 Dragonfly Energy shares in Q4 2023, an estimated $32K.
  • Harel Insurance Investments & Financial Services first reported a position in Dragonfly Energy in Q3 2023 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Dragonfly Energy position peaked at $32K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held Dragonfly Energy as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.