Migdal Insurance & Financial Holdings’s Copa Holdings CPA Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio CPA Stock Details CPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-460	Closed	-$43K	–	376
2024 Q3	$43K	Sell	460 -63	-12%	-$5.7K	﹤0.01%	264
2024 Q2	$50K	Sell	523 -143	-21%	-$14.3K	﹤0.01%	298
2024 Q1	$69K	Sell	666 -292	-30%	-$29K	﹤0.01%	261
2023 Q4	$103K	Buy	958 +907	+1,778%	+$82.9K	﹤0.01%	262
2023 Q3	$5K	Buy	51 +48	+1,600%	+$4.99K	﹤0.01%	451
2023 Q2	$0	Buy	+3	New	+$301	﹤0.01%	505
2021 Q2	–	Sell	-908	Closed	-$73K	–	605
2021 Q1	$73K	Buy	908 +208	+30%	+$17.3K	﹤0.01%	504
2020 Q4	$54K	Sell	700 -12,652	-95%	-$844K	﹤0.01%	513
2020 Q3	$672K	Buy	+13,352	New	+$674K	0.01%	336

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Migdal Insurance & Financial Holdings's CPA Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of Copa Holdings (CPA) in Q4 2024, closing a stake of 460 shares — an estimated $43K sold.

Migdal Insurance & Financial Holdings first reported a position in CPA in Q3 2020 and held it in 9 quarters. The position peaked at $672K in Q3 2020. 196 funds tracked by Wall St. Rank hold CPA as of Q4 2024.

Migdal Insurance & Financial Holdings reported no remaining Copa Holdings position as of Q4 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 460 Copa Holdings shares in Q4 2024, an estimated $43K.
Migdal Insurance & Financial Holdings first reported a position in Copa Holdings in Q3 2020 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's Copa Holdings position peaked at $672K in Q3 2020.
196 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.