HIIFS
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Harel Insurance Investments & Financial Services’s Unity U Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-76
Closed -$3K – 776
2023
Q2 		$3K Buy
+76
New +$2.43K ﹤0.01% 673
2022
Q1 		– Sell
-15
Closed -$2K – 812
2021
Q4 		$2K Sell
15
-43
-74% -$6.57K ﹤0.01% 736
2021
Q3 		$7K Buy
+58
New +$6.87K ﹤0.01% 646

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harel Insurance Investments & Financial Services's U Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Unity (U) in Q3 2023, closing a stake of 76 shares — an estimated $3K sold.

Harel Insurance Investments & Financial Services first reported a position in U in Q3 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 500 funds tracked by Wall St. Rank hold U as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Unity position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 76 Unity shares in Q3 2023, an estimated $3K.
  • Harel Insurance Investments & Financial Services first reported a position in Unity in Q3 2021 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Unity position peaked at $7K in Q3 2021.
  • 500 funds tracked by Wall St. Rank held Unity as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.