Harel Insurance Investments & Financial Services’s UiPath PATH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-40,000	Closed	-$507K	–	552
2024 Q2	$507K	Sell	40,000 -10,000	-20%	-$173K	0.01%	179
2024 Q1	$1.13M	Sell	50,000 -6,000	-11%	-$140K	0.02%	136
2023 Q4	$1.43M	Sell	56,000 -41,554	-43%	-$811K	0.03%	157
2023 Q3	$1.64M	Buy	97,554 +97,404	+64,936%	+$1.62M	0.03%	138
2023 Q2	$2K	Buy	+150	New	+$2.41K	﹤0.01%	680
2021 Q4	–	Sell	-146	Closed	-$8K	–	797
2021 Q3	$8K	Buy	+146	New	+$8.84K	﹤0.01%	641

Other funds holding PATH

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's PATH Position: Q3 2024 in Review

Harel Insurance Investments & Financial Services sold out of UiPath (PATH) in Q3 2024, closing a stake of 40,000 shares — an estimated $507K sold.

Harel Insurance Investments & Financial Services first reported a position in PATH in Q3 2021 and held it in 6 quarters. The position peaked at $1.64M in Q3 2023. 420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

Harel Insurance Investments & Financial Services reported no remaining UiPath position as of Q3 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 40,000 UiPath shares in Q3 2024, an estimated $507K.
Harel Insurance Investments & Financial Services first reported a position in UiPath in Q3 2021 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's UiPath position peaked at $1.64M in Q3 2023.
420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2024, filed 15 Oct 2024.