Migdal Insurance & Financial Holdings’s Helix Energy Solutions HLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-197	Closed	-$1K	–	720
2020 Q2	$1K	Buy	197 +117	+146%	+$316	﹤0.01%	676
2020 Q1	$0	Sell	80 -1,580	-95%	-$10.4K	﹤0.01%	713
2019 Q4	$16K	Sell	1,660 -31,834	-95%	-$276K	﹤0.01%	685
2019 Q3	$270K	Sell	33,494 -5,493	-14%	-$44.3K	0.01%	427
2019 Q2	$336K	Sell	38,987 -2,799	-7%	-$21.8K	0.01%	365
2019 Q1	$331K	Sell	41,786 -1,778	-4%	-$12.7K	0.01%	348
2018 Q4	$236K	Sell	43,564 -17,393	-29%	-$142K	0.01%	342
2018 Q3	$602K	Buy	60,957 +2,765	+5%	+$25.2K	0.01%	342
2018 Q2	$485K	Buy	58,192 +24,432	+72%	+$179K	0.01%	317
2018 Q1	$195K	Buy	+33,760	New	+$237K	﹤0.01%	360

Other funds holding HLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings sold out of Helix Energy Solutions (HLX) in Q3 2020, closing a stake of 197 shares — an estimated $1K sold.

Migdal Insurance & Financial Holdings first reported a position in HLX in Q1 2018 and held it in 10 quarters. The position peaked at $602K in Q3 2018. 173 funds tracked by Wall St. Rank hold HLX as of Q3 2020.

Migdal Insurance & Financial Holdings reported no remaining Helix Energy Solutions position as of Q3 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 197 Helix Energy Solutions shares in Q3 2020, an estimated $1K.
Migdal Insurance & Financial Holdings first reported a position in Helix Energy Solutions in Q1 2018 and held it in 10 quarters.
Migdal Insurance & Financial Holdings's Helix Energy Solutions position peaked at $602K in Q3 2018.
173 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2020.

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