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Harel Insurance Investments & Financial Services’s Devon Energy DVN Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,000
Closed -$548K – 724
2023
Q1 		$548K Sell
11,000
-16,699
-60% -$950K 0.01% 224
2022
Q4 		$1.69M Buy
+27,699
New +$1.89M 0.04% 136
2016
Q4 		– Sell
-800
Closed -$35K – 384
2016
Q3 		$35K Hold
800
– – ﹤0.01% 246
2016
Q2 		$29K Buy
+800
New +$27.1K ﹤0.01% 411

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of Devon Energy (DVN) in Q2 2023, closing a stake of 11,000 shares — an estimated $548K sold.

Harel Insurance Investments & Financial Services first reported a position in DVN in Q2 2016 and held it in 4 quarters. The position peaked at $1.69M in Q4 2022. 1,223 funds tracked by Wall St. Rank hold DVN as of Q2 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Devon Energy position as of Q2 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 11,000 Devon Energy shares in Q2 2023, an estimated $548K.
  • Harel Insurance Investments & Financial Services first reported a position in Devon Energy in Q2 2016 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's Devon Energy position peaked at $1.69M in Q4 2022.
  • 1,223 funds tracked by Wall St. Rank held Devon Energy as of Q2 2023.

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