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Harel Insurance Investments & Financial Services’s Fair Isaac FICO Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,330
Closed -$1.06M – 692
2023
Q2 		$1.06M Buy
+1,330
New +$997K 0.03% 148
2016
Q3 		– Sell
-140
Closed -$16K – 542
2016
Q2 		$16K Buy
+140
New +$15.2K ﹤0.01% 489

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of Fair Isaac (FICO) in Q3 2023, closing a stake of 1,330 shares — an estimated $1.06M sold.

Harel Insurance Investments & Financial Services first reported a position in FICO in Q2 2016 and held it in 2 quarters. The position peaked at $1.06M in Q2 2023. 680 funds tracked by Wall St. Rank hold FICO as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Fair Isaac position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,330 Fair Isaac shares in Q3 2023, an estimated $1.06M.
  • Harel Insurance Investments & Financial Services first reported a position in Fair Isaac in Q2 2016 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Fair Isaac position peaked at $1.06M in Q2 2023.
  • 680 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2023.

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