HIIFS
SABA

Harel Insurance Investments & Financial Services’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-515
Closed -$4K – 614
2023
Q4 		$4K Hold
515
– – ﹤0.01% 577
2023
Q3 		$4K Hold
515
– – ﹤0.01% 628
2023
Q2 		$4K Buy
+515
New +$4.33K ﹤0.01% 664
2023
Q1 		– Sell
-515
Closed -$4.46K – 678
2022
Q4 		$4K Buy
+515
New +$4.32K ﹤0.01% 662
2016
Q3 		– Hold
0
– – – 335
2016
Q2 		– Hold
0
– – – 494
2016
Q1 		– Hold
0
– – – 301

Other funds holding SABA

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SABA Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q1 2024, closing a stake of 515 shares — an estimated $4K sold.

Harel Insurance Investments & Financial Services first reported a position in SABA in Q4 2022 and held it in 4 quarters. The position peaked at $4K in Q4 2023. 101 funds tracked by Wall St. Rank hold SABA as of Q1 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Saba Capital Income & Opportunities Fund II position as of Q1 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 515 Saba Capital Income & Opportunities Fund II shares in Q1 2024, an estimated $4K.
  • Harel Insurance Investments & Financial Services first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2022 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's Saba Capital Income & Opportunities Fund II position peaked at $4K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.