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

Harel Insurance Investments & Financial Services’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1
Closed – – 696
2023
Q3 		$0 Sell
1
-4,499
-100% -$113K ﹤0.01% 787
2023
Q2 		$104K Buy
4,500
+2,138
+91% +$36.3K ﹤0.01% 380
2023
Q1 		$28K Sell
2,362
-500
-17% -$7.12K ﹤0.01% 563
2022
Q4 		$44K Hold
2,862
– – ﹤0.01% 489
2022
Q3 		$52K Buy
+2,862
New +$56.8K ﹤0.01% 501
2021
Q3 		– Sell
-4,000
Closed -$568K – 819
2021
Q2 		$568K Buy
+4,000
New +$165K 0.01% 430
2020
Q3 		– Sell
-600
Closed -$25K – 729
2020
Q2 		$25K Sell
600
-1,800
-75% -$55.2K ﹤0.01% 441
2020
Q1 		$46K Buy
+2,400
New +$81.1K ﹤0.01% 279

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services sold out of XP (XP) in Q4 2023, closing a stake of 1 share.

Harel Insurance Investments & Financial Services first reported a position in XP in Q1 2020 and held it in 8 quarters. The position peaked at $568K in Q2 2021. 301 funds tracked by Wall St. Rank hold XP as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining XP position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1 XP share in Q4 2023.
  • Harel Insurance Investments & Financial Services first reported a position in XP in Q1 2020 and held it in 8 quarters.
  • Harel Insurance Investments & Financial Services's XP position peaked at $568K in Q2 2021.
  • 301 funds tracked by Wall St. Rank held XP as of Q4 2023.

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