MIFH
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Migdal Insurance & Financial Holdings’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio HYGV Stock Details HYGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,175
Closed -$87K – 507
2023
Q2 		$87K Sell
2,175
-2,175
-50% -$87.2K ﹤0.01% 290
2023
Q1 		$175K Buy
4,350
+2,175
+100% +$88.5K ﹤0.01% 272
2022
Q4 		$87K Buy
2,175
+460
+27% +$18.5K ﹤0.01% 274
2022
Q3 		$67K Buy
+1,715
New +$70.9K ﹤0.01% 282

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Migdal Insurance & Financial Holdings's HYGV Position: Q3 2023 in Review

Migdal Insurance & Financial Holdings sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q3 2023, closing a stake of 2,175 shares — an estimated $87K sold.

Migdal Insurance & Financial Holdings first reported a position in HYGV in Q3 2022 and held it in 4 quarters. The position peaked at $175K in Q1 2023. 78 funds tracked by Wall St. Rank hold HYGV as of Q3 2023.

  • Migdal Insurance & Financial Holdings reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q3 2023 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 2,175 FlexShares High Yield Value-Scored Bond Index Fund shares in Q3 2023, an estimated $87K.
  • Migdal Insurance & Financial Holdings first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q3 2022 and held it in 4 quarters.
  • Migdal Insurance & Financial Holdings's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $175K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q3 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2023, filed 25 Oct 2023.