MIFH
COUP

Migdal Insurance & Financial Holdings’s Coupa Software Incorporated COUP Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio COUP Stock Details COUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-388
Closed -$31K – 569
2022
Q4 		$31K Sell
388
-19
-5% -$1.14K ﹤0.01% 364
2022
Q3 		$25K Sell
407
-35
-8% -$2.29K ﹤0.01% 381
2022
Q2 		$25K Sell
442
-49
-10% -$3.78K ﹤0.01% 445
2022
Q1 		$51K Buy
491
+110
+29% +$13.3K ﹤0.01% 439
2021
Q4 		$62K Sell
381
-48
-11% -$9.88K ﹤0.01% 438
2021
Q3 		$94K Hold
429
– – ﹤0.01% 357
2021
Q2 		$112K Sell
429
-202
-32% -$50K ﹤0.01% 379
2021
Q1 		$161K Sell
631
-261
-29% -$82.2K ﹤0.01% 396
2020
Q4 		$302K Sell
892
-28,123
-97% -$8.7M ﹤0.01% 261
2020
Q3 		$7.96M Buy
29,015
+7,818
+37% +$2.28M 0.11% 126
2020
Q2 		$5.87M Buy
21,197
+11,628
+122% +$2.34M 0.1% 120
2020
Q1 		$1.34M Buy
9,569
+1,058
+12% +$164K 0.03% 144
2019
Q4 		$1.25M Sell
8,511
-12,071
-59% -$1.72M 0.02% 194
2019
Q3 		$2.67M Buy
20,582
+2,959
+17% +$410K 0.06% 127
2019
Q2 		$2.23M Buy
17,623
+7,654
+77% +$821K 0.06% 131
2019
Q1 		$907K Buy
9,969
+1,606
+19% +$138K 0.02% 233
2018
Q4 		$526K Sell
8,363
-1,222
-13% -$77.3K 0.01% 263
2018
Q3 		$758K Buy
+9,585
New +$666K 0.02% 314

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings's COUP Position: Q1 2023 in Review

Migdal Insurance & Financial Holdings sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 388 shares — an estimated $31K sold.

Migdal Insurance & Financial Holdings first reported a position in COUP in Q3 2018 and held it in 18 quarters. The position peaked at $7.96M in Q3 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Migdal Insurance & Financial Holdings reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 388 Coupa Software Incorporated shares in Q1 2023, an estimated $31K.
  • Migdal Insurance & Financial Holdings first reported a position in Coupa Software Incorporated in Q3 2018 and held it in 18 quarters.
  • Migdal Insurance & Financial Holdings's Coupa Software Incorporated position peaked at $7.96M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2023, filed 1 May 2023.