HIIFS
NOTE

Harel Insurance Investments & Financial Services’s FiscalNote NOTE Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,406
Closed -$277K – 669
2023
Q3 		$277K Buy
+11,406
New +$390K 0.01% 247

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of FiscalNote (NOTE) in Q4 2023, closing a stake of 11,406 shares — an estimated $277K sold.

Harel Insurance Investments & Financial Services first reported a position in NOTE in Q3 2023 and held it in 1 quarter. The position peaked at $277K in Q3 2023. 61 funds tracked by Wall St. Rank hold NOTE as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining FiscalNote position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 11,406 FiscalNote shares in Q4 2023, an estimated $277K.
  • Harel Insurance Investments & Financial Services first reported a position in FiscalNote in Q3 2023 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's FiscalNote position peaked at $277K in Q3 2023.
  • 61 funds tracked by Wall St. Rank held FiscalNote as of Q4 2023.

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