HIIFS
VMW

Harel Insurance Investments & Financial Services’s VMware, Inc VMW Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,284
Closed -$547K – 709
2023
Q3 		$547K Buy
3,284
+2,620
+395% +$420K 0.01% 187
2023
Q2 		$95K Sell
664
-8,123
-92% -$1.05M ﹤0.01% 384
2023
Q1 		$1.09M Buy
8,787
+7,839
+827% +$942K 0.02% 168
2022
Q4 		$116K Sell
948
-349
-27% -$40.2K ﹤0.01% 342
2022
Q3 		$139K Sell
1,297
-105
-7% -$12.1K ﹤0.01% 342
2022
Q2 		$160K Sell
1,402
-1,479
-51% -$168K ﹤0.01% 354
2022
Q1 		$328K Sell
2,881
-3,317
-54% -$402K 0.01% 293
2021
Q4 		$727K Buy
6,198
+650
+12% +$85.5K 0.01% 207
2021
Q3 		$825K Sell
5,548
-124
-2% -$18.8K 0.02% 171
2021
Q2 		$907K Sell
5,672
-9,974
-64% -$1.6M 0.02% 343
2021
Q1 		$5.11M Buy
15,646
+5,049
+48% +$722K 0.1% 131
2020
Q4 		$1.49M Buy
10,597
+1,497
+16% +$214K 0.04% 228
2020
Q3 		$1.33M Buy
+9,100
New +$1.29M 0.05% 97
2019
Q3 		– Sell
-750
Closed -$125K – 585
2019
Q2 		$125K Hold
750
– – 0.01% 227
2019
Q1 		$135K Buy
+750
New +$122K 0.01% 161

Other funds holding VMW

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
AAB
ABN AMRO Bank Amsterdam, Netherlands $7.75B AUM 22.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 3,284 shares — an estimated $547K sold.

Harel Insurance Investments & Financial Services first reported a position in VMW in Q1 2019 and held it in 15 quarters. The position peaked at $5.11M in Q1 2021. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 3,284 VMware, Inc shares in Q4 2023, an estimated $547K.
  • Harel Insurance Investments & Financial Services first reported a position in VMware, Inc in Q1 2019 and held it in 15 quarters.
  • Harel Insurance Investments & Financial Services's VMware, Inc position peaked at $5.11M in Q1 2021.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

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