Migdal Insurance & Financial Holdings’s PTC PTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.3K	Buy	+374	New	+$59.1K	﹤0.01%	291
2025 Q4	–	Sell	-303	Closed	-$62K	–	378
2025 Q3	$62K	Buy	+303	New	+$61.8K	﹤0.01%	259
2025 Q2	–	Sell	-216	Closed	-$33K	–	414
2025 Q1	$33K	Buy	+216	New	+$37.1K	﹤0.01%	319
2020 Q3	–	Sell	-15	Closed	-$1K	–	758
2020 Q2	$1K	Sell	15 -2	-12%	-$142	﹤0.01%	683
2020 Q1	$1K	Sell	17 -354	-95%	-$26.2K	﹤0.01%	665
2019 Q4	$28K	Sell	371 -7,925	-96%	-$564K	﹤0.01%	664
2019 Q3	$566K	Sell	8,296 -1,361	-14%	-$99.5K	0.01%	312
2019 Q2	$867K	Sell	9,657 -378	-4%	-$33.9K	0.02%	259
2019 Q1	$925K	Sell	10,035 -426	-4%	-$37.7K	0.02%	231
2018 Q4	$867K	Sell	10,461 -7,470	-42%	-$656K	0.02%	224
2018 Q3	$1.9M	Buy	17,931 +813	+5%	+$79.4K	0.04%	240
2018 Q2	$1.61M	Buy	17,118 +2,872	+20%	+$248K	0.04%	231
2018 Q1	$1.11M	Buy	+14,246	New	+$1.04M	0.03%	224

Other funds holding PTC

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return