MIFH
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Migdal Insurance & Financial Holdings’s Agree Realty ADC Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,124
Closed -$74K – 683
2021
Q3 		$74K Buy
+1,124
New +$81.8K ﹤0.01% 396
2021
Q2 		– Sell
-28,279
Closed -$1.9M – 580
2021
Q1 		$1.9M Buy
+28,279
New +$1.84M 0.02% 194

Other funds holding ADC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ADC Position: Q4 2021 in Review

Migdal Insurance & Financial Holdings sold out of Agree Realty (ADC) in Q4 2021, closing a stake of 1,124 shares — an estimated $74K sold.

Migdal Insurance & Financial Holdings first reported a position in ADC in Q1 2021 and held it in 2 quarters. The position peaked at $1.9M in Q1 2021. 326 funds tracked by Wall St. Rank hold ADC as of Q4 2021.

  • Migdal Insurance & Financial Holdings reported no remaining Agree Realty position as of Q4 2021 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,124 Agree Realty shares in Q4 2021, an estimated $74K.
  • Migdal Insurance & Financial Holdings first reported a position in Agree Realty in Q1 2021 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Agree Realty position peaked at $1.9M in Q1 2021.
  • 326 funds tracked by Wall St. Rank held Agree Realty as of Q4 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2021, filed 2 Feb 2022.