HIIFS
RBT

Harel Insurance Investments & Financial Services’s Rubicon Technologies, Inc. RBT Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio RBT Stock Details RBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,551
Closed -$27K – 711
2023
Q3 		$27K Buy
+12,551
New +$58.8K ﹤0.01% 525

Other funds holding RBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services's RBT Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Rubicon Technologies, Inc. (RBT) in Q4 2023, closing a stake of 12,551 shares — an estimated $27K sold.

Harel Insurance Investments & Financial Services first reported a position in RBT in Q3 2023 and held it in 1 quarter. The position peaked at $27K in Q3 2023. 35 funds tracked by Wall St. Rank hold RBT as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Rubicon Technologies, Inc. position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 12,551 Rubicon Technologies, Inc. shares in Q4 2023, an estimated $27K.
  • Harel Insurance Investments & Financial Services first reported a position in Rubicon Technologies, Inc. in Q3 2023 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Rubicon Technologies, Inc. position peaked at $27K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.