HIIFS
UNIT

Harel Insurance Investments & Financial Services’s Uniti Group UNIT Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,850
Closed -$9K – 777
2023
Q2 		$9K Hold
1,850
– – ﹤0.01% 638
2023
Q1 		$6K Hold
1,850
– – ﹤0.01% 672
2022
Q4 		$10K Hold
1,850
– – ﹤0.01% 634
2022
Q3 		$12K Sell
1,850
-1,550
-46% -$14.4K ﹤0.01% 646
2022
Q2 		$32K Hold
3,400
– – ﹤0.01% 585
2022
Q1 		$47K Buy
+3,400
New +$43K ﹤0.01% 524

Other funds holding UNIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of Uniti Group (UNIT) in Q3 2023, closing a stake of 1,850 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in UNIT in Q1 2022 and held it in 6 quarters. The position peaked at $47K in Q1 2022. 309 funds tracked by Wall St. Rank hold UNIT as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Uniti Group position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,850 Uniti Group shares in Q3 2023, an estimated $9K.
  • Harel Insurance Investments & Financial Services first reported a position in Uniti Group in Q1 2022 and held it in 6 quarters.
  • Harel Insurance Investments & Financial Services's Uniti Group position peaked at $47K in Q1 2022.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q3 2023.

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