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Harel Insurance Investments & Financial Services’s Expensify EXFY Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,476
Closed -$51K – 689
2023
Q2 		$51K Buy
+6,476
New +$47.5K ﹤0.01% 487

Other funds holding EXFY

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of Expensify (EXFY) in Q3 2023, closing a stake of 6,476 shares — an estimated $51K sold.

Harel Insurance Investments & Financial Services first reported a position in EXFY in Q2 2023 and held it in 1 quarter. The position peaked at $51K in Q2 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Expensify position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 6,476 Expensify shares in Q3 2023, an estimated $51K.
  • Harel Insurance Investments & Financial Services first reported a position in Expensify in Q2 2023 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Expensify position peaked at $51K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q3 2023.

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