HIIFS
PLYM

Harel Insurance Investments & Financial Services’s Plymouth Industrial REIT PLYM Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-430
Closed -$10K – 750
2023
Q2 		$10K Hold
430
– – ﹤0.01% 621
2023
Q1 		$9K Sell
430
-270
-39% -$5.69K ﹤0.01% 651
2022
Q4 		$13K Sell
700
-400
-36% -$7.57K ﹤0.01% 617
2022
Q3 		$18K Sell
1,100
-900
-45% -$17.4K ﹤0.01% 614
2022
Q2 		$35K Buy
2,000
+780
+64% +$16.9K ﹤0.01% 567
2022
Q1 		$33K Buy
+1,220
New +$33.6K ﹤0.01% 586

Other funds holding PLYM

MIRH
Madison International Realty Holdings New York $54.9M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PLYM Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Plymouth Industrial REIT (PLYM) in Q3 2023, closing a stake of 430 shares — an estimated $10K sold.

Harel Insurance Investments & Financial Services first reported a position in PLYM in Q1 2022 and held it in 6 quarters. The position peaked at $35K in Q2 2022. 163 funds tracked by Wall St. Rank hold PLYM as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Plymouth Industrial REIT position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 430 Plymouth Industrial REIT shares in Q3 2023, an estimated $10K.
  • Harel Insurance Investments & Financial Services first reported a position in Plymouth Industrial REIT in Q1 2022 and held it in 6 quarters.
  • Harel Insurance Investments & Financial Services's Plymouth Industrial REIT position peaked at $35K in Q2 2022.
  • 163 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.