HIIFS
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Harel Insurance Investments & Financial Services’s Stem STEM Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Hold
0
– – – 682
2023
Q3 		– Hold
0
– – – 767
2022
Q4 		– Sell
-300
Closed -$78K – 739
2022
Q3 		$78K Buy
+300
New +$76.7K ﹤0.01% 440
2022
Q1 		– Sell
-600
Closed -$232K – 805
2021
Q4 		$232K Sell
600
-400
-40% -$173K ﹤0.01% 372
2021
Q3 		$478K Buy
+1,000
New +$526K 0.01% 239
2021
Q2 		– Sell
-300
Closed -$533K – 861
2021
Q1 		$533K Buy
300
+50
+20% +$32.1K 0.01% 488
2020
Q4 		$329K Buy
+250
New +$63K 0.01% 423

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services held its Stem (STEM) position steady in Q4 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Harel Insurance Investments & Financial Services first reported a position in STEM in Q4 2020 and has held it in 5 quarters since. The position peaked at $533K in Q1 2021. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

  • Harel Insurance Investments & Financial Services held 0 shares of Stem worth $0 as of Q4 2023.
  • Harel Insurance Investments & Financial Services left its Stem share count unchanged in Q4 2023.
  • Stem made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q4 2023, its #682 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Stem in Q4 2020 and has held it in 5 quarters since.
  • Harel Insurance Investments & Financial Services's Stem position peaked at $533K in Q1 2021.
  • 222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

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