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Harel Insurance Investments & Financial Services’s Roku ROKU Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,549
Closed -$174K – 675
2023
Q3 		$174K Buy
+2,549
New +$197K ﹤0.01% 318
2023
Q1 		– Sell
-840
Closed -$34K – 734
2022
Q4 		$34K Hold
840
– – ﹤0.01% 532
2022
Q3 		$49K Hold
840
– – ﹤0.01% 510
2022
Q2 		$70K Sell
840
-155
-16% -$15K ﹤0.01% 457
2022
Q1 		$126K Buy
995
+565
+131% +$82.9K ﹤0.01% 423
2021
Q4 		$99K Buy
430
+333
+343% +$89.8K ﹤0.01% 504
2021
Q3 		$30K Sell
97
-2,828
-97% -$1.07M ﹤0.01% 576
2021
Q2 		$4.23M Sell
2,925
-711
-20% -$251K 0.09% 108
2021
Q1 		$3.85M Buy
3,636
+1,524
+72% +$597K 0.07% 153
2020
Q4 		$2.26M Sell
2,112
-814
-28% -$214K 0.05% 167
2020
Q3 		$552K Sell
2,926
-4,535
-61% -$717K 0.02% 187
2020
Q2 		$869K Buy
7,461
+6,426
+621% +$735K 0.03% 87
2020
Q1 		$91K Buy
1,035
+280
+37% +$32.2K ﹤0.01% 220
2019
Q4 		$101K Buy
+755
New +$104K ﹤0.01% 285
2018
Q4 		– Sell
-2,300
Closed -$168K – 518
2018
Q3 		$168K Buy
+2,300
New +$132K 0.01% 218
2018
Q2 		– Sell
-2,000
Closed -$62K – 492
2018
Q1 		$62K Buy
2,000
+1,900
+1,900% +$78.2K ﹤0.01% 293
2017
Q4 		$5K Buy
+100
New +$3.44K ﹤0.01% 444

Other funds holding ROKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 ROKU Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Roku (ROKU) in Q4 2023, closing a stake of 2,549 shares — an estimated $174K sold.

Harel Insurance Investments & Financial Services first reported a position in ROKU in Q4 2017 and held it in 17 quarters. The position peaked at $4.23M in Q2 2021. 605 funds tracked by Wall St. Rank hold ROKU as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Roku position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,549 Roku shares in Q4 2023, an estimated $174K.
  • Harel Insurance Investments & Financial Services first reported a position in Roku in Q4 2017 and held it in 17 quarters.
  • Harel Insurance Investments & Financial Services's Roku position peaked at $4.23M in Q2 2021.
  • 605 funds tracked by Wall St. Rank held Roku as of Q4 2023.

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