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Harel Insurance Investments & Financial Services’s Quaker Houghton KWR Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,422
Closed -$314K – 585
2023
Q4 		$314K Sell
1,422
-13
-0.9% -$2.24K 0.01% 240
2023
Q3 		$234K Buy
+1,435
New +$256K ﹤0.01% 282

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Brown Advisory
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Harel Insurance Investments & Financial Services's KWR Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Quaker Houghton (KWR) in Q1 2024, closing a stake of 1,422 shares — an estimated $314K sold.

Harel Insurance Investments & Financial Services first reported a position in KWR in Q3 2023 and held it in 2 quarters. The position peaked at $314K in Q4 2023. 286 funds tracked by Wall St. Rank hold KWR as of Q1 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Quaker Houghton position as of Q1 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,422 Quaker Houghton shares in Q1 2024, an estimated $314K.
  • Harel Insurance Investments & Financial Services first reported a position in Quaker Houghton in Q3 2023 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Quaker Houghton position peaked at $314K in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.