HIIFS
IVAC

Harel Insurance Investments & Financial Services’s Intevac Inc IVAC Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio IVAC Stock Details IVAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-64,327
Closed -$307K – 833
2021
Q3 		$307K Sell
64,327
-1,909
-3% -$10.5K 0.01% 300
2021
Q2 		$446K Buy
+66,236
New +$431K 0.01% 486

Other funds holding IVAC

BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IVAC Position: Q4 2021 in Review

Harel Insurance Investments & Financial Services sold out of Intevac Inc (IVAC) in Q4 2021, closing a stake of 64,327 shares — an estimated $307K sold.

Harel Insurance Investments & Financial Services first reported a position in IVAC in Q2 2021 and held it in 2 quarters. The position peaked at $446K in Q2 2021. 54 funds tracked by Wall St. Rank hold IVAC as of Q4 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Intevac Inc position as of Q4 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 64,327 Intevac Inc shares in Q4 2021, an estimated $307K.
  • Harel Insurance Investments & Financial Services first reported a position in Intevac Inc in Q2 2021 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Intevac Inc position peaked at $446K in Q2 2021.
  • 54 funds tracked by Wall St. Rank held Intevac Inc as of Q4 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2021, filed 7 Feb 2022.