HIIFS
STR

Harel Insurance Investments & Financial Services’s Sitio Royalties STR Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-908
Closed -$20K – 787
2023
Q1 		$20K Buy
+908
New +$22.5K ﹤0.01% 585

Other funds holding STR

KEM
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OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Harel Insurance Investments & Financial Services's STR Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of Sitio Royalties (STR) in Q2 2023, closing a stake of 908 shares — an estimated $20K sold.

Harel Insurance Investments & Financial Services first reported a position in STR in Q1 2023 and held it in 1 quarter. The position peaked at $20K in Q1 2023. 196 funds tracked by Wall St. Rank hold STR as of Q2 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Sitio Royalties position as of Q2 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 908 Sitio Royalties shares in Q2 2023, an estimated $20K.
  • Harel Insurance Investments & Financial Services first reported a position in Sitio Royalties in Q1 2023 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Sitio Royalties position peaked at $20K in Q1 2023.
  • 196 funds tracked by Wall St. Rank held Sitio Royalties as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.