MIFH
FE icon

Migdal Insurance & Financial Holdings’s FirstEnergy FE Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,138
Closed -$120K – 550
2022
Q2 		$120K Buy
3,138
+440
+16% +$18.8K ﹤0.01% 286
2022
Q1 		$124K Buy
+2,698
New +$114K ﹤0.01% 324
2021
Q3 		– Sell
-3,388
Closed -$126K – 681
2021
Q2 		$126K Sell
3,388
-337
-9% -$12.5K ﹤0.01% 369
2021
Q1 		$129K Buy
3,725
+1,817
+95% +$59.3K ﹤0.01% 423
2020
Q4 		$58K Sell
1,908
-110
-5% -$3.3K ﹤0.01% 494
2020
Q3 		$58K Buy
+2,018
New +$63.3K ﹤0.01% 552
2020
Q1 		– Sell
-3,860
Closed -$188K – 705
2019
Q4 		$188K Buy
3,860
+250
+7% +$11.9K ﹤0.01% 427
2019
Q3 		$174K Buy
3,610
+756
+26% +$34.2K ﹤0.01% 492
2019
Q2 		$122K Buy
2,854
+752
+36% +$31.6K ﹤0.01% 544
2019
Q1 		$87K Buy
2,102
+1,315
+167% +$52.2K ﹤0.01% 533
2018
Q4 		$30K Sell
787
-107
-12% -$4.05K ﹤0.01% 601
2018
Q3 		$33K Sell
894
-488
-35% -$17.8K ﹤0.01% 725
2018
Q2 		$50K Sell
1,382
-95
-6% -$3.25K ﹤0.01% 645
2018
Q1 		$50K Buy
1,477
+222
+18% +$7.13K ﹤0.01% 440
2017
Q4 		$38K Buy
1,255
+359
+40% +$11.7K ﹤0.01% 430
2017
Q3 		$28K Buy
896
+171
+24% +$5.38K ﹤0.01% 479
2017
Q2 		$21K Buy
725
+13
+2% +$386 ﹤0.01% 414
2017
Q1 		$22K Buy
712
+417
+141% +$12.9K ﹤0.01% 414
2016
Q4 		$9K Buy
+295
New +$9.45K ﹤0.01% 398

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FE Position: Q3 2022 in Review

Migdal Insurance & Financial Holdings sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 3,138 shares — an estimated $120K sold.

Migdal Insurance & Financial Holdings first reported a position in FE in Q4 2016 and held it in 19 quarters. The position peaked at $188K in Q4 2019. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

  • Migdal Insurance & Financial Holdings reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 3,138 FirstEnergy shares in Q3 2022, an estimated $120K.
  • Migdal Insurance & Financial Holdings first reported a position in FirstEnergy in Q4 2016 and held it in 19 quarters.
  • Migdal Insurance & Financial Holdings's FirstEnergy position peaked at $188K in Q4 2019.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2022, filed 31 Oct 2022.