MIFH
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Migdal Insurance & Financial Holdings’s RLJ Lodging Trust RLJ Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio RLJ Stock Details RLJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,177
Closed -$32K – 728
2021
Q3 		$32K Sell
2,177
-2,452
-53% -$35.2K ﹤0.01% 510
2021
Q2 		$71K Sell
4,629
-851
-16% -$13.3K ﹤0.01% 449
2021
Q1 		$85K Buy
5,480
+1,248
+29% +$18.7K ﹤0.01% 484
2020
Q4 		$60K Sell
4,232
-56,349
-93% -$632K ﹤0.01% 490
2020
Q3 		$525K Buy
+60,581
New +$544K 0.01% 359

Other funds holding RLJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Migdal Insurance & Financial Holdings's RLJ Position: Q4 2021 in Review

Migdal Insurance & Financial Holdings sold out of RLJ Lodging Trust (RLJ) in Q4 2021, closing a stake of 2,177 shares — an estimated $32K sold.

Migdal Insurance & Financial Holdings first reported a position in RLJ in Q3 2020 and held it in 5 quarters. The position peaked at $525K in Q3 2020. 191 funds tracked by Wall St. Rank hold RLJ as of Q4 2021.

  • Migdal Insurance & Financial Holdings reported no remaining RLJ Lodging Trust position as of Q4 2021 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 2,177 RLJ Lodging Trust shares in Q4 2021, an estimated $32K.
  • Migdal Insurance & Financial Holdings first reported a position in RLJ Lodging Trust in Q3 2020 and held it in 5 quarters.
  • Migdal Insurance & Financial Holdings's RLJ Lodging Trust position peaked at $525K in Q3 2020.
  • 191 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q4 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2021, filed 2 Feb 2022.