MIFH
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Migdal Insurance & Financial Holdings’s Curtiss-Wright CW Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-785
Closed -$73K – 667
2020
Q3 		$73K Sell
785
-605
-44% -$58.1K ﹤0.01% 513
2020
Q2 		$124K Sell
1,390
-368
-21% -$35.1K ﹤0.01% 392
2020
Q1 		$162K Sell
1,758
-3,281
-65% -$421K ﹤0.01% 324
2019
Q4 		$710K Buy
5,039
+155
+3% +$21K 0.01% 255
2019
Q3 		$631K Buy
4,884
+1,752
+56% +$220K 0.01% 298
2019
Q2 		$398K Sell
3,132
-1,940
-38% -$223K 0.01% 338
2019
Q1 		$575K Sell
5,072
-3,105
-38% -$354K 0.01% 275
2018
Q4 		$835K Sell
8,177
-57,361
-88% -$6.41M 0.02% 227
2018
Q3 		$9.01M Buy
65,538
+7,353
+13% +$965K 0.19% 113
2018
Q2 		$6.92M Buy
58,185
+6,860
+13% +$894K 0.16% 127
2018
Q1 		$6.93M Sell
51,325
-3,691
-7% -$482K 0.16% 111
2017
Q4 		$6.7M Buy
55,016
+12,875
+31% +$1.52M 0.17% 114
2017
Q3 		$4.4M Buy
42,141
+13,921
+49% +$1.35M 0.1% 137
2017
Q2 		$2.56M Buy
28,220
+8,902
+46% +$803K 0.06% 143
2017
Q1 		$1.77M Buy
19,318
+10,347
+115% +$999K 0.04% 148
2016
Q4 		$888K Buy
+8,971
New +$853K 0.02% 148

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Migdal Insurance & Financial Holdings's CW Position: Q4 2020 in Review

Migdal Insurance & Financial Holdings sold out of Curtiss-Wright (CW) in Q4 2020, closing a stake of 785 shares — an estimated $73K sold.

Migdal Insurance & Financial Holdings first reported a position in CW in Q4 2016 and held it in 16 quarters. The position peaked at $9.01M in Q3 2018. 319 funds tracked by Wall St. Rank hold CW as of Q4 2020.

  • Migdal Insurance & Financial Holdings reported no remaining Curtiss-Wright position as of Q4 2020 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 785 Curtiss-Wright shares in Q4 2020, an estimated $73K.
  • Migdal Insurance & Financial Holdings first reported a position in Curtiss-Wright in Q4 2016 and held it in 16 quarters.
  • Migdal Insurance & Financial Holdings's Curtiss-Wright position peaked at $9.01M in Q3 2018.
  • 319 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2020, filed 8 Feb 2021.