HIIFS
PLUS icon

Harel Insurance Investments & Financial Services’s ePlus PLUS Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-660
Closed -$24K – 773
2020
Q3 		$24K Buy
+660
New +$24.5K ﹤0.01% 516

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PLUS Position: Q4 2020 in Review

Harel Insurance Investments & Financial Services sold out of ePlus (PLUS) in Q4 2020, closing a stake of 660 shares — an estimated $24K sold.

Harel Insurance Investments & Financial Services first reported a position in PLUS in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 161 funds tracked by Wall St. Rank hold PLUS as of Q4 2020.

  • Harel Insurance Investments & Financial Services reported no remaining ePlus position as of Q4 2020 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 660 ePlus shares in Q4 2020, an estimated $24K.
  • Harel Insurance Investments & Financial Services first reported a position in ePlus in Q3 2020 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's ePlus position peaked at $24K in Q3 2020.
  • 161 funds tracked by Wall St. Rank held ePlus as of Q4 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2020, filed 26 Jan 2021.