MIFH
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Migdal Insurance & Financial Holdings’s InvenTrust Properties IVT Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-339
Closed -$8K – 466
2024
Q2 		$8K Sell
339
-29
-8% -$717 ﹤0.01% 427
2024
Q1 		$9K Sell
368
-147
-29% -$3.7K ﹤0.01% 339
2023
Q4 		$13K Sell
515
-317
-38% -$7.9K ﹤0.01% 409
2023
Q3 		$20K Sell
832
-366
-31% -$8.8K ﹤0.01% 372
2023
Q2 		$28K Sell
1,198
-1,192
-50% -$26.9K ﹤0.01% 359
2023
Q1 		$54K Buy
2,390
+1,146
+92% +$27K ﹤0.01% 350
2022
Q4 		$29K Sell
1,244
-256
-17% -$6.11K ﹤0.01% 369
2022
Q3 		$32K Sell
1,500
-105
-7% -$2.79K ﹤0.01% 352
2022
Q2 		$41K Buy
1,605
+1,520
+1,788% +$44.5K ﹤0.01% 388
2022
Q1 		$3K Sell
85
-1,120
-93% -$30.5K ﹤0.01% 586
2021
Q4 		$34K Buy
+1,205
New +$30.4K ﹤0.01% 505

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IVT Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of InvenTrust Properties (IVT) in Q3 2024, closing a stake of 339 shares — an estimated $8K sold.

Migdal Insurance & Financial Holdings first reported a position in IVT in Q4 2021 and held it in 11 quarters. The position peaked at $54K in Q1 2023. 303 funds tracked by Wall St. Rank hold IVT as of Q3 2024.

  • Migdal Insurance & Financial Holdings reported no remaining InvenTrust Properties position as of Q3 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 339 InvenTrust Properties shares in Q3 2024, an estimated $8K.
  • Migdal Insurance & Financial Holdings first reported a position in InvenTrust Properties in Q4 2021 and held it in 11 quarters.
  • Migdal Insurance & Financial Holdings's InvenTrust Properties position peaked at $54K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.