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Harel Insurance Investments & Financial Services’s PTC PTC Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$1K – 731
2022
Q4 		$1K Buy
+10
New +$1.2K ﹤0.01% 675
2020
Q1 		– Sell
-515
Closed -$39K – 511
2019
Q4 		$39K Buy
515
+376
+271% +$26.7K ﹤0.01% 364
2019
Q3 		$9K Hold
139
– – ﹤0.01% 456
2019
Q2 		$13K Sell
139
-15
-10% -$1.34K ﹤0.01% 410
2019
Q1 		$15K Sell
154
-207
-57% -$18.3K ﹤0.01% 380
2018
Q4 		$30K Sell
361
-10
-3% -$878 ﹤0.01% 339
2018
Q3 		$39K Buy
371
+20
+6% +$1.95K ﹤0.01% 363
2018
Q2 		$33K Hold
351
– – ﹤0.01% 346
2018
Q1 		$27K Buy
+351
New +$25.6K ﹤0.01% 361

Other funds holding PTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PTC Position: Q1 2023 in Review

Harel Insurance Investments & Financial Services sold out of PTC (PTC) in Q1 2023, closing a stake of 10 shares — an estimated $1K sold.

Harel Insurance Investments & Financial Services first reported a position in PTC in Q1 2018 and held it in 9 quarters. The position peaked at $39K in Q4 2019. 531 funds tracked by Wall St. Rank hold PTC as of Q1 2023.

  • Harel Insurance Investments & Financial Services reported no remaining PTC position as of Q1 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 10 PTC shares in Q1 2023, an estimated $1K.
  • Harel Insurance Investments & Financial Services first reported a position in PTC in Q1 2018 and held it in 9 quarters.
  • Harel Insurance Investments & Financial Services's PTC position peaked at $39K in Q4 2019.
  • 531 funds tracked by Wall St. Rank held PTC as of Q1 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2023, filed 2 May 2023.