MIFH
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Migdal Insurance & Financial Holdings’s BWX Technologies BWXT Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,833
Closed -$160K – 676
2020
Q2 		$160K Sell
2,833
-1,148
-29% -$64.2K ﹤0.01% 365
2020
Q1 		$194K Sell
3,981
-7,508
-65% -$446K ﹤0.01% 307
2019
Q4 		$713K Buy
11,489
+650
+6% +$38.6K 0.01% 254
2019
Q3 		$620K Buy
10,839
+3,335
+44% +$186K 0.01% 301
2019
Q2 		$391K Sell
7,504
-4,554
-38% -$227K 0.01% 341
2019
Q1 		$598K Sell
12,058
-8,167
-40% -$386K 0.01% 271
2018
Q4 		$773K Sell
20,225
-125,523
-86% -$6.23M 0.02% 241
2018
Q3 		$9.12M Buy
145,748
+32,346
+29% +$2.05M 0.19% 109
2018
Q2 		$7.07M Buy
113,402
+3,803
+3% +$253K 0.17% 122
2018
Q1 		$6.96M Buy
109,599
+1,031
+0.9% +$65.4K 0.16% 109
2017
Q4 		$6.57M Buy
108,568
+17,147
+19% +$1.03M 0.16% 118
2017
Q3 		$5.12M Buy
91,421
+35,912
+65% +$1.91M 0.12% 120
2017
Q2 		$2.65M Buy
55,509
+15,445
+39% +$748K 0.06% 135
2017
Q1 		$1.93M Buy
40,064
+12,433
+45% +$543K 0.05% 135
2016
Q4 		$1.1M Buy
+27,631
New +$1.07M 0.03% 125

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BWXT Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of BWX Technologies (BWXT) in Q3 2020, closing a stake of 2,833 shares — an estimated $160K sold.

Migdal Insurance & Financial Holdings first reported a position in BWXT in Q4 2016 and held it in 15 quarters. The position peaked at $9.12M in Q3 2018. 279 funds tracked by Wall St. Rank hold BWXT as of Q3 2020.

  • Migdal Insurance & Financial Holdings reported no remaining BWX Technologies position as of Q3 2020 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 2,833 BWX Technologies shares in Q3 2020, an estimated $160K.
  • Migdal Insurance & Financial Holdings first reported a position in BWX Technologies in Q4 2016 and held it in 15 quarters.
  • Migdal Insurance & Financial Holdings's BWX Technologies position peaked at $9.12M in Q3 2018.
  • 279 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.