Harel Insurance Investments & Financial Services’s Peloton Interactive PTON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-19	Closed	-$1K	–	788
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	740
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	668
2021 Q2	$2K	Sell	19 -9,789	-100%	-$1.04M	﹤0.01%	759
2021 Q1	$3.68M	Buy	9,808 +6,084	+163%	+$807K	0.07%	156
2020 Q4	$1.82M	Sell	3,724 -5,288	-59%	-$644K	0.04%	198
2020 Q3	$894K	Buy	+9,012	New	+$663K	0.03%	136

Other funds holding PTON

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PTON Position: Q1 2022 in Review

Harel Insurance Investments & Financial Services sold out of Peloton Interactive (PTON) in Q1 2022, closing a stake of 19 shares — an estimated $1K sold.

Harel Insurance Investments & Financial Services first reported a position in PTON in Q3 2020 and held it in 6 quarters. The position peaked at $3.68M in Q1 2021. 502 funds tracked by Wall St. Rank hold PTON as of Q1 2022.

Harel Insurance Investments & Financial Services reported no remaining Peloton Interactive position as of Q1 2022 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 19 Peloton Interactive shares in Q1 2022, an estimated $1K.
Harel Insurance Investments & Financial Services first reported a position in Peloton Interactive in Q3 2020 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's Peloton Interactive position peaked at $3.68M in Q1 2021.
502 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2022, filed 3 May 2022.