Harel Insurance Investments & Financial Services’s MarketAxess Holdings MKTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,380	Closed	-$1.13M	–	659
2023 Q3	$1.13M	Buy	+5,380	New	+$1.3M	0.02%	160
2021 Q3	–	Sell	-239	Closed	-$361K	–	757
2021 Q2	$361K	Sell	239 -168	-41%	-$80K	0.01%	513
2021 Q1	$677K	Sell	407 -109	-21%	-$58.1K	0.01%	452
2020 Q4	$947K	Hold	516	–	–	0.02%	287
2020 Q3	$249K	Buy	+516	New	+$255K	0.01%	276
2019 Q4	–	Sell	-90	Closed	-$29K	–	528
2019 Q3	$29K	Buy	+90	New	+$32.2K	﹤0.01%	362

Other funds holding MKTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's MKTX Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of MarketAxess Holdings (MKTX) in Q4 2023, closing a stake of 5,380 shares — an estimated $1.13M sold.

Harel Insurance Investments & Financial Services first reported a position in MKTX in Q3 2019 and held it in 6 quarters. The position peaked at $1.13M in Q3 2023. 506 funds tracked by Wall St. Rank hold MKTX as of Q4 2023.

Harel Insurance Investments & Financial Services reported no remaining MarketAxess Holdings position as of Q4 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 5,380 MarketAxess Holdings shares in Q4 2023, an estimated $1.13M.
Harel Insurance Investments & Financial Services first reported a position in MarketAxess Holdings in Q3 2019 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's MarketAxess Holdings position peaked at $1.13M in Q3 2023.
506 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.