Harel Insurance Investments & Financial Services’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio INDY Stock Details INDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,683	Closed	-$59K	–	752
2020 Q3	$59K	Buy	+1,683	New	+$57.4K	﹤0.01%	442
2018 Q1	–	Sell	-13,000	Closed	-$483K	–	469
2017 Q4	$483K	Buy	13,000 +1,679	+15%	+$60.1K	0.03%	134
2017 Q3	$386K	Buy	11,321 +2,284	+25%	+$80.2K	0.03%	113
2017 Q2	$304K	Sell	9,037 -13,665	-60%	-$457K	0.02%	146
2017 Q1	$740K	Buy	+22,702	New	+$683K	0.06%	72

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SCM

Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harel Insurance Investments & Financial Services's INDY Position: Q4 2020 in Review

Harel Insurance Investments & Financial Services sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2020, closing a stake of 1,683 shares — an estimated $59K sold.

Harel Insurance Investments & Financial Services first reported a position in INDY in Q1 2017 and held it in 5 quarters. The position peaked at $740K in Q1 2017. 61 funds tracked by Wall St. Rank hold INDY as of Q4 2020.

Harel Insurance Investments & Financial Services reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2020 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,683 iShares S&P India Nifty 50 Index Fund shares in Q4 2020, an estimated $59K.
Harel Insurance Investments & Financial Services first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2017 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's iShares S&P India Nifty 50 Index Fund position peaked at $740K in Q1 2017.
61 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2020, filed 26 Jan 2021.